Conseiller en Gestion de Patrimoine Expérimenté H/F - Strasbourg (67) (STRASBOURG, 67, FR, 67002)

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

Experienced wealth management advisor delivering personalized financial guidance to high-net-worth clients, meeting at home or on-site, leveraging Allianz’s multi-specialist resources to propose bespoke patrimonial solutions and maintain client relationships in a consulting sales setting.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Strasbourg (67) (STRASBOURG, 67, FR, 67002)

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Last checked: 7 hours agoStatus: Live

Job Summary

Experienced wealth management advisor delivering personalized financial guidance to high-net-worth clients, meeting at home or on-site, leveraging Allianz’s multi-specialist resources to propose bespoke patrimonial solutions and maintain client relationships in a consulting sales setting.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop by conquest a portfolio of High End and Ultra High Net Worth clients
  • •Develop and manage your network of partners and prescribers
  • •Fidelize and accompany clients in defining patrimonial objectives and needed actions
  • •Propose tailored patrimonial advice and solutions adapted to client needs and legislative and tax changes using patrimonial assessment tools (Big Expert)
  • •Act as the sole point of contact for private clients on their patrimonial needs

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

  • •3+ years of experience in wealth management with very good mastery of patrimonial analysis and dedicated tools
  • •Proven ability to manage end-to-end client engagements by visiting clients at home or workplace
  • •Strong client relationship and needs-based selling approach
  • •Ability to develop and manage a high-end client portfolio and network of partners and prescriptors
  • •Experience in delivering tailored patrimonial advice and solutions across life and financial product suites
Experience:3+ yearsFinanceWealth managementPatrimony
Skills:CommunicationRelationship managementNegotiation
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