Conseiller en Gestion de Patrimoine Expérimenté H/F - Manosque (04) (MANOSQUE, 04, FR, 04100)

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

Experienced wealth management advisor based in Manosque, traveling to client homes or workplaces to provide bespoke wealth solutions. You will manage a high-end client portfolio, build a partner network, and use specialized tools to analyse patrimonial needs and propose tailored strategies aligned with evolving tax and legal changes.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Manosque (04) (MANOSQUE, 04, FR, 04100)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor based in Manosque, traveling to client homes or workplaces to provide bespoke wealth solutions. You will manage a high-end client portfolio, build a partner network, and use specialized tools to analyse patrimonial needs and propose tailored strategies aligned with evolving tax and legal changes.
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 Very High Net Worth clients.
  • •Develop and manage your network of partners and referrers.
  • •Retain and guide clients in shaping and defining their patrimonial objectives.
  • •Offer customized patrimonial advice and solutions tailored to client needs and changes in legislation and tax rules using patrimonial balance tools (Big Expert).
  • •Provide proximity-based advisory service by visiting clients at home or at their workplace.

Key Requirements

  • •At least 3 years of experience in wealth management and a strong mastery of patrimonial analysis and dedicated tools.
  • •Ability to engage with high-end clientele and travel to clients’ homes or workplaces as required.
  • •Excellent interpersonal and advisory skills with a proactive sales approach.
  • •Strong understanding of regulatory and fiscal changes affecting wealth management.
  • •Ability to develop and manage a high-quality client portfolio and network of partners.
Experience:3+ yearsWealth management
Skills:CommunicationClient relationshipNegotiation
Languages:French
Tech Stack:Big ExpertPatrimonial analysis tools

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