Conseiller en Gestion de Patrimoine Expérimenté H/F - Grenoble (38) (GRENOBLE, 38, FR, 38000)

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

Experienced wealth management advisor role focused on providing personalized financial guidance to high-net-worth clients. You’ll build and manage client portfolios, travel to client homes or workplaces, and collaborate with a multi-specialist Allianz team to offer tailored patrimonial solutions and proactive financial planning.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Grenoble (38) (GRENOBLE, 38, FR, 38000)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role focused on providing personalized financial guidance to high-net-worth clients. You’ll build and manage client portfolios, travel to client homes or workplaces, and collaborate with a multi-specialist Allianz team to offer tailored patrimonial solutions and proactive financial planning.
Location: Grenoble
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop by hunting new business a portfolio of High and Very High Net Worth 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 missions consistant à intervenir au domicile ou sur le lieu de travail des clients

Key Requirements

  • •At least 3 years of experience in wealth management
  • •Strong mastery of patrimonial analysis and dedicated tools (Big Expert)
  • •Experience advising high-net-worth clients and offering personalized wealth solutions
  • •Ability to travel to clients’ homes or workplaces
  • •Proven sales and relationship-building skills in a multi-specialist network
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship-buildingPresentationNegotiation
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