Conseiller en Gestion de Patrimoine Expérimenté H/F - Chalon sur Saone (71) (CHALON SUR SAONE, 71, FR, 71100)

Allianz
Sur, France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Interpersonal","Client management","Negotiation","Customer service"]

Experienced Wealth Management Advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial advice, and building a local network of partners. You will serve private and professional clients, traveling to clients’ homes or workplaces, and leverage Allianz’s suite of financial products and tools to meet evolving regulatory and fiscal changes.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Chalon sur Saone (71) (CHALON SUR SAONE, 71, FR, 71100)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial advice, and building a local network of partners. You will serve private and professional clients, traveling to clients’ homes or workplaces, and leverage Allianz’s suite of financial products and tools to meet evolving regulatory and fiscal changes.
Location: Sur, France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop and expand a portfolio of High End and Very High End clients
  • •Develop and manage your network of partners and prescribers
  • •Retain and guide clients in defining and achieving their patrimonial objectives
  • •Provide tailored patrimonial advice and solutions adapted to needs and changes in laws and taxes using patrimonial balance tools (Big Expert)
  • •Interact with private clients as the sole interlocutor for patrimonial guidance

Key Requirements

  • •Minimum of 3 years of experience in wealth management (Gestion de Patrimoine)
  • •Strong mastery of patrimonial analysis and dedicated tools
  • •Ability to meet clients at their home or workplace (proximity-based conseil)
  • •Development and management of a high-end client portfolio
  • •Ability to build and manage a network of partners and prescribers
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationInterpersonalClient managementNegotiationCustomer service
Tech Stack:Big Expert

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