4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Perpignan (66) (FR)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role focusing on acquiring and managing a high-net-worth client portfolio, delivering personalized financial solutions across Allianz product suites, with on-site client visits and a needs-based sales approach. Requires strong patrimonial analysis and at least 3 years of experience in wealth management; supports growth in Perpignan within a multi-specialist distribution network.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a portfolio of high-end and ultra-high-net-worth clients.
•Prospect and manage a network of partners and prescribers to grow client base.
•Provide personalized wealth management advice and solutions tailored to client needs and evolving regulations.
•Interact with clients at home or on-site, delivering proximity advisory services with a needs-based sales approach.
•Support clients in defining financial objectives and monitoring progress using patrimonial analysis tools.

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

•At least 3 years of experience in wealth management and a very good mastery of patrimonial analysis and dedicated tools.
•Ability to be the sole interlocutor for private clients, traveling to their home or workplace for personalized advice.
•Develop, manage and grow a high-end portfolio and network of partners and prescriptors.
•Provide tailored wealth and financial planning solutions considering legislative and fiscal changes using patrimonial assessment tools (Big Expert).
•Experience with relational selling and a client-centric approach, capable of building long-term client relationships.

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationCustomer relationshipProblem-solvingSales skills

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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Perpignan (66) (FR)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a portfolio of high-end and ultra-high-net-worth clients.
•Prospect and manage a network of partners and prescribers to grow client base.
•Provide personalized wealth management advice and solutions tailored to client needs and evolving regulations.
•Interact with clients at home or on-site, delivering proximity advisory services with a needs-based sales approach.
•Support clients in defining financial objectives and monitoring progress using patrimonial analysis tools.

Pay and Benefits

Perks:Health InsuranceRetirementLearning Budget

Key Requirements

•At least 3 years of experience in wealth management and a very good mastery of patrimonial analysis and dedicated tools.
•Ability to be the sole interlocutor for private clients, traveling to their home or workplace for personalized advice.
•Develop, manage and grow a high-end portfolio and network of partners and prescriptors.
•Provide tailored wealth and financial planning solutions considering legislative and fiscal changes using patrimonial assessment tools (Big Expert).
•Experience with relational selling and a client-centric approach, capable of building long-term client relationships.

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationCustomer relationshipProblem-solvingSales skills

Languages:French

Company Brief

Allianz

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

Website LinkedIn