Conseiller en Gestion de Patrimoine Expérimenté H/F - Nevers (58) (AUXERRE, 89, FR, 89000)

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

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial advice, and expanding the client base by meeting needs and providing proactive financial solutions. You will travel to client homes or workplaces, leveraging Allianz expertise across Life, Bank, and Investment products to build tailored plans.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Nevers (58) (AUXERRE, 89, FR, 89000)

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Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial advice, and expanding the client base by meeting needs and providing proactive financial solutions. You will travel to client homes or workplaces, leveraging Allianz expertise across Life, Bank, and Investment products to build tailored plans.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of High Net Worth and Very High Net Worth clients, building lasting relationships and achieving growth objectives.
  • •Provide tailored patrimonial advice and bespoke solutions, using patrimonial analysis and dedicated tools to meet evolving client needs and regulatory changes.
  • •Develop and manage a network of partners and prescribers to expand client reach and cross-sell Allianz products.
  • •Travel to clients' homes or workplaces to deliver personalized consultations and follow-up on client goals and outcomes.
  • •Collaborate with Allianz Vie, Allianz Banque, and other Allianz units to deliver integrated financial solutions across life, savings, and real estate products.

Key Requirements

  • •3+ years in wealth management with a solid mastery of patrimonial analysis and dedicated tools (Big Expert)
  • •Proven experience advising high-net-worth clients with a client-centric, needs-based sales approach
  • •Strong ability to develop and manage a bespoke patrimonial strategy and accompany clients through changes in legislation/fiscal policy
  • •Experience working as the main point of contact for a private client portfolio, with services delivered at client home or workplace
  • •Ability to develop and maintain a network of partners and referral sources to grow a high-end client base
Experience:3+ yearsWealth managementFinancePrivate clients
Skills:CommunicationRelationship managementPresentationNegotiationCustomer focus
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