Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Germain-en-Laye (78) (CHAMBOURCY, 78, FR, 78240)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Customer focus","Negotiation","Interpersonal skills"]

Experienced wealth management advisor responsible for developing a high-end portfolio, building a partner network, and delivering personalized patrimoine solutions to private clients, using dedicated wealth tools to adjust to regulatory and fiscal changes.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Germain-en-Laye (78) (CHAMBOURCY, 78, FR, 78240)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end portfolio, building a partner network, and delivering personalized patrimoine solutions to private clients, using dedicated wealth tools to adjust to regulatory and fiscal changes.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High End and Very High End clients through proactive outreach and personalized financial guidance.
  • •Expand and manage your network of partners and referrers to drive client acquisition.
  • •Retain and guide clients in defining their patrimoine objectives and adapting strategies to regulatory and fiscal changes.
  • •Provide tailored patrimonial advice and solutions leveraging tools like Big Expert to support client decisions.
  • •Serve as the primary interlocutor for private clients, meeting them at their home or workplace as needed.

Key Requirements

  • •Experience in Wealth Management with at least 3 years in the field
  • •Strong mastery of patrimonial analysis and dedicated tools
  • •Ability to serve as the main point of contact for private clients (onsite or at client locations)
  • •Development of a portfolio of High End and Very High End clients
  • •Ability to develop and manage a network of partners and prescribers
Experience:3+ yearsWealth managementPatrimoineFinance
Skills:Customer focusNegotiationInterpersonal skills
Languages:French
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