Allianz

1 month ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Dreux (28) (CHARTRES, 28, FR, 28000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Seasoned wealth management advisor based in Dreux/Chartres, delivering personalized financial planning and asset management services. Travel to client's home or workplace, build high-net-worth portfolios, and leverage Allianz group resources (Allianz Vie, Allianz Banque, Allianz Global Investors) to advise on savings, retirement, real estate, and tax-efficient strategies for individuals and professionals.

Location: France

Workplace: Onsite

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop a portfolio from a high-net-worth clientele through proactive acquisition and relationship management.
•Develop and manage your network of partners and referents to expand client base.
•Fidéliser and guide clients in reflection and definition of their patrimonial objectives.
•Provide tailored patrimonial advice and solutions using tools like Big Expert, adapting to regulatory and tax changes.
•Coordinate with Allianz Life, Allianz Banque, Allianz Global Investors France, and other group entities to deliver integrated financial solutions.

Pay and Benefits

Perks:Health InsuranceRetirementSavings Plan

Key Requirements

•Minimum around 3 years of experience in wealth management with strong skills in patrimonial analysis and dedicated tools.
•Ability to deliver personalized financial recommendations and to meet clients at their home or workplace.
•Experience developing a portfolio for high-net-worth clients and managing client relationships.
•Strong knowledge of Allianz group products across life, savings, banking, and real estate offerings.
•Proven ability to identify client needs and provide tailored solutions within the regulatory and fiscal context.

Experience:3+ yearsFinanceWealth managementAsset management

Skills:CommunicationClient relationsNegotiationProblem-solvingEmpathy

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

Website LinkedIn

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Allianz

1 month ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Dreux (28) (CHARTRES, 28, FR, 28000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop a portfolio from a high-net-worth clientele through proactive acquisition and relationship management.
•Develop and manage your network of partners and referents to expand client base.
•Fidéliser and guide clients in reflection and definition of their patrimonial objectives.
•Provide tailored patrimonial advice and solutions using tools like Big Expert, adapting to regulatory and tax changes.
•Coordinate with Allianz Life, Allianz Banque, Allianz Global Investors France, and other group entities to deliver integrated financial solutions.

Pay and Benefits

Perks:Health InsuranceRetirementSavings Plan

Key Requirements

•Minimum around 3 years of experience in wealth management with strong skills in patrimonial analysis and dedicated tools.
•Ability to deliver personalized financial recommendations and to meet clients at their home or workplace.
•Experience developing a portfolio for high-net-worth clients and managing client relationships.
•Strong knowledge of Allianz group products across life, savings, banking, and real estate offerings.
•Proven ability to identify client needs and provide tailored solutions within the regulatory and fiscal context.

Experience:3+ yearsFinanceWealth managementAsset management

Skills:CommunicationClient relationsNegotiationProblem-solvingEmpathy

Languages:French

Tech Stack:Big ExpertAllianz toolsPatrimonial analysis tools

Company Brief

Allianz

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

Website LinkedIn