Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Flour (15) (SAINT FLOUR, 15, FR, 15100)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Customer focus","Presentation","Interpersonal","Negotiation"]

Experienced wealth management advisor responsible for delivering personalized financial guidance to high-end clients, locally at clients' homes or workplaces in Saint-Flour. Builds and grows a premium portfolio, leveraging Allianz’s multi-specialist wealth management and protection services, and utilizes dedicated wealth balance tools to tailor solutions aligned with clients’ financial goals.

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Allianz
Allianz
4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Flour (15) (SAINT FLOUR, 15, FR, 15100)

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Last checked: 19 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for delivering personalized financial guidance to high-end clients, locally at clients' homes or workplaces in Saint-Flour. Builds and grows a premium portfolio, leveraging Allianz’s multi-specialist wealth management and protection services, and utilizes dedicated wealth balance tools to tailor solutions aligned with clients’ financial goals.
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 with tailored wealth solutions
  • •Develop and manage your network of partners and referrers to expand the client base
  • •Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées aux besoins et aux évolutions législatives et fiscales
  • •Utiliser les outils de bilans patrimoniaux (Big Expert) pour soutenir les décisions client

Key Requirements

  • •Significant experience in wealth management, ideally at least 3 years in the field
  • •Very good mastery of wealth analysis and dedicated tools
  • •Ability to meet clients at their home or workplace and provide personalized advisory
  • •Experience developing and managing a portfolio of high-end to ultra-high-net-worth clients
  • •Develop and manage a network of partners and referees to expand business
Experience:3+ yearsFinanceWealth management
Skills:CommunicationCustomer focusPresentationInterpersonalNegotiation
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