Conseiller Expérimenté en Gestion de Patrimoine H/F - Rodez (12) (RODEZ, 12, FR, 12000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Client relationship","Sales","Negotiation","Problem-solving"]

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio, delivering personalized patrimonial guidance and solutions onsite at client homes or workplaces. You will build a Haut de Gamme/Tres Haut de Gamme portfolio, collaborate with Allianz Vie, Allianz Banque, and Allianz Global Investors France, and contribute to sales targets through proactive networking and needs-based advisory.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rodez (12) (RODEZ, 12, FR, 12000)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing and managing a high-end client portfolio, delivering personalized patrimonial guidance and solutions onsite at client homes or workplaces. You will build a Haut de Gamme/Tres Haut de Gamme portfolio, collaborate with Allianz Vie, Allianz Banque, and Allianz Global Investors France, and contribute to sales targets through proactive networking and needs-based advisory.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portefeuille d'une clientèle Haut de Gamme et Très Haut de Gamme by proactively prospecting and servicing clients.
  • •Fidéliser et accompagner nos clients dans l’évaluation et la définition de leurs objectifs patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux évolutions législatives et fiscales, soutenus par des bilans patrimoniaux.
  • •Développer et gérer votre réseau de partenaires et prescripteurs.
  • •Intervenir comme interlocuteur unique auprès de la clientèle privée en se déplaçant au domicile ou sur le lieu de travail des clients.
Travel: Medium travel

Pay and Benefits

Perks:RetirementHealth InsuranceSavings Plan

Key Requirements

  • •Minimum 3 years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools.
  • •Proven ability to develop and manage a high-end client portfolio and to deliver personalized patrimonial advice.
  • •Willingness to travel to clients' homes or workplaces for consultations and meetings.
  • •Strong communication and interpersonal skills with a client-centric approach.
  • •Proficiency in using patrimonial assessment tools (e.g., Big Expert) and knowledge of relevant fiscal and legislative changes.
Experience:3+ yearsWealth management
Skills:CommunicationClient relationshipSalesNegotiationProblem-solving
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