Conseiller Expérimenté en Gestion de Patrimoine H/F - Brest (29) (GUIPAVAS, FR, 29490)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship building","Presentation","Negotiation","Client management"]

Experienced wealth management advisor role in Allianz’s multi-specialist distribution network, handling private and professional clients with a strong focus on patrimonial analysis and tailored financial solutions. You will visit clients at home or at their workplace, build a premium portfolio, and leverage Allianz’s suite of products to meet evolving regulatory and fiscal needs.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Brest (29) (GUIPAVAS, FR, 29490)

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Job Summary

Experienced wealth management advisor role in Allianz’s multi-specialist distribution network, handling private and professional clients with a strong focus on patrimonial analysis and tailored financial solutions. You will visit clients at home or at their workplace, build a premium portfolio, and leverage Allianz’s suite of products to meet evolving regulatory and fiscal needs.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Very High Net Worth clients through proactive advisory and tailored wealth solutions.
  • •Expand and manage your network of partners and introducers to drive referrals and business development.
  • •Fidelise and guide clients in defining and achieving their patrimonial objectives, adapting recommendations to regulatory and tax changes.
  • •Provide customized wealth management advice and solutions leveraging Allianz Life, Allianz Banque, Allianz Global Investors France and related product lines.
  • •Be the primary interlocutor for private clients by visiting their home or place of work and delivering personalized, needs-based financial planning.

Key Requirements

  • •3+ years of experience in wealth management with a proven track record in patrimonial analysis and tools
  • •strong mastery of patrimonial analysis and specialized tools (e.g., Big Expert)
  • •ability to provide proximity advisory by visiting clients at home or workplace
  • •experience serving high-net-worth and very high-net-worth clients
  • •excellent client-facing and relationship-building skills in a consultative sales context
Experience:3+ yearsWealth managementFinancial servicesPatrimonial management
Skills:CommunicationRelationship buildingPresentationNegotiationClient management
Languages:French
Tech Stack:Big ExpertAllianz toolsPatrimonial analysis tools

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn