Conseiller Expérimenté en Gestion de Patrimoine H/F - Cahors (46) (RODEZ, 12, FR, 12000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Sales","Advisory","Networking","Client management"]

Experienced wealth-management advisor responsible for acquiring and managing a high-end private client portfolio in Cahors, delivering tailored patrimonial advice, developing a network of partners, and visiting clients at home or on their premises. You will use specialized tools to assess patrimonial objectives, expand the client base, and contribute to Allianz’s multi-specialist wealth management offering.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Cahors (46) (RODEZ, 12, FR, 12000)

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Job Summary

Experienced wealth-management advisor responsible for acquiring and managing a high-end private client portfolio in Cahors, delivering tailored patrimonial advice, developing a network of partners, and visiting clients at home or on their premises. You will use specialized tools to assess patrimonial objectives, expand the client base, and contribute to Allianz’s multi-specialist wealth management offering.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and conquer a portfolio of high-end private clients (HNWI/PHNWI) and manage client relationships.
  • •Develop and manage your network of partners and prescripteurs to drive client acquisition and cross-selling.
  • •Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées aux besoins et aux évolutions législatives et fiscales, à l’aide d’outils de bilans patrimoniaux (Big Expert).
  • •Interlocuteur unique d’une clientèle privée et déplacement sur le domicile ou le lieu de travail des clients.

Pay and Benefits

Perks:Social BenefitsLearning Budget

Key Requirements

  • •3+ years of experience in wealth management (Gestion de Patrimoine) with strong mastery of patrimonial analysis and dedicated tools.
  • •Experience advising clients in person at client locations (home or workplace) and developing tailored solutions.
  • •Ability to develop and manage a high-end/high-net-worth client portfolio and to build a network of partners and prescribers.
  • •Excellent communication and advisory skills, with a client-centric, needs-based sales approach.
  • •Strong knowledge of financial products and regulatory environment relevant to wealth management.
Experience:3+ yearsWealth managementPatrimoineFinancial advisory
Skills:CommunicationSalesAdvisoryNetworkingClient management
Languages:French
Tech Stack:Big ExpertPatrimonial 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