Conseiller en Gestion de Patrimoine Expérimenté H/F - Sarreguemines (57) (METZ, 57, FR, 57070)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Customer service","Relationship-building","Negotiation","Problem-solving"]

Experienced wealth-management advisor responsible for building and managing a portfolio of high-end clients, delivering personalized patrimonial guidance, and expanding the client network. You’ll travel to client homes or workplaces, provide tailored financial solutions using group offerings, and support clients in achieving long-term patrimonial goals within Allianz’s multi-specialist distribution network.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Sarreguemines (57) (METZ, 57, FR, 57070)

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Job Summary

Experienced wealth-management advisor responsible for building and managing a portfolio of high-end clients, delivering personalized patrimonial guidance, and expanding the client network. You’ll travel to client homes or workplaces, provide tailored financial solutions using group offerings, and support clients in achieving long-term patrimonial goals within Allianz’s multi-specialist distribution network.
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 ultra-high-net-worth clients through proactive outreach and personalized patrimonial advice.
  • •Establish and maintain a local network of partners and prescribers to drive referrals and client acquisition.
  • •Conduct patrimonial analyses and provide tailored financial solutions across Allianz Vie, Allianz Banque, and Allianz Global Investors France offerings.
  • •Serve as the primary point of contact for private clients, delivering needs-based selling with forward-looking financial planning.
  • •Support clients in achieving their patrimonial objectives by offering holistic, compliant guidance and leveraging Allianz’s suite of wealth-management tools.
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •experience advising private or professional clients and developing tailored patrimonial solutions
  • •ability to travel to client locations and work on client premises
  • •excellent communication and client relationship skills
Experience:3+ yearsWealth managementFinance
Skills:CommunicationCustomer serviceRelationship-buildingNegotiationProblem-solving
Languages:French

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