Conseiller en Gestion de Patrimoine Expérimenté H/F - Brive La Gaillarde (19) (BRIVE LA GAILLARDE, 19, FR, 19100)

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

Experienced wealth-management advisor focused on high-net-worth clients, responsible for developing and managing a high-end portfolio, expanding a partner/referrer network, and delivering bespoke financial planning solutions. Will meet clients at home or on-site, leveraging patrimonial analysis and specialized tools to align with evolving laws and taxes while providing proactive, needs-driven guidance.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Brive La Gaillarde (19) (BRIVE LA GAILLARDE, 19, FR, 19100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth-management advisor focused on high-net-worth clients, responsible for developing and managing a high-end portfolio, expanding a partner/referrer network, and delivering bespoke financial planning solutions. Will meet clients at home or on-site, leveraging patrimonial analysis and specialized tools to align with evolving laws and taxes while providing proactive, needs-driven guidance.
Location: Louisiana, 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 End and Very High End clients
  • •Develop and manage your network of partners and referrers
  • •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 à leurs besoins et aux changements législatifs et fiscaux
  • •Interlocuteur unique d'une clientèle privée et intervenir soit au domicile soit sur le lieu de travail du client

Key Requirements

  • •At least 3 years of experience in wealth management
  • •Strong mastery of patrimonial analysis and specialized tools (e.g., Big Expert)
  • •Ability to develop and manage a portfolio of High Net Worth and Very High Net Worth clients
  • •Develop and manage a network of partners and referrers
  • •Provide tailored financial advice and patrimonial solutions adapted to clients' needs and changes in legislation and taxation
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship-buildingNegotiationClient equityPresentation
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