Conseiller en Gestion de Patrimoine Expérimenté H/F - Mulhouse (68) (MULHOUSE, 68, FR, 68100)

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

Experienced Wealth Management Advisor in Mulhouse, joining a multi-specialist Allianz network to provide high-level patrimony and protection guidance to private and professional clients. Requires at least 3 years in wealth management and strong patrimony analysis skills. Advisors travel to clients at home or at work, delivering personalized solutions using Allianz’s range of financial products and tools.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Mulhouse (68) (MULHOUSE, 68, FR, 68100)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor in Mulhouse, joining a multi-specialist Allianz network to provide high-level patrimony and protection guidance to private and professional clients. Requires at least 3 years in wealth management and strong patrimony analysis skills. Advisors travel to clients at home or at work, delivering personalized solutions using Allianz’s range of financial products and tools.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a High End/Very High End client portfolio with a personalized wealth management approach
  • •Develop and manage your network of partners and referrers to expand client base
  • •Fidelize and guide clients in defining their patrimonial objectives and strategies
  • •Provide tailored patrimonial advice and solutions using tools like patrimonial balance sheets
  • •Serve as the sole point of contact for clients, visiting them at home or at their workplace to deliver proximity service

Key Requirements

  • •At least 3 years of experience in wealth management (Gestion de Patrimoine)
  • •Very good mastery of patrimony analysis and dedicated tools
  • •Proximity advisory approach with home or workplace visits
  • •Ability to develop and manage a high-end client portfolio and network of partners
  • •Experience delivering personalized patrimonial solutions considering regulatory and tax changes
Experience:3+ yearsFinanceWealth managementPatrimony
Skills:CommunicationRelationship buildingNegotiationCustomer focusProblem 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