4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Saumur (49) (ORVAULT, 44, FR, 44700)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Experienced wealth management advisor with a minimum of 3 years in wealth management, skilled in patrimonio analysis and dedicated tools, delivering in-person or on-site client consultations for high-net-worth individuals. You will act as the primary point of contact, building a bespoke portfolio, expanding the client base, and collaborating with Allianz’s suite of financial services to meet evolving regulatory and fiscal changes.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Manager level

Key Responsibilities

•Develop and manage a portfolio of High Net Worth and Ultra High Net Worth clients through acquisition and relationship management.
•Expand and manage the network of partners and referrers to grow the client base.
•Provide ongoing guidance to clients, helping define and revise wealth goals and strategies.
•Offer bespoke wealth management solutions across Allianz Vie, Allianz Banque, Allianz Global Investors France, and Allianz Immovalor services as needed.
•Act as the primary interlocutor for clients, delivering personalised advice and a frontline service delivery model at client locations or workplace

Key Requirements

•3+ years of experience in wealth management with a strong mastery of patrimonial analysis and dedicated tools
•experience delivering proximity consulting by visiting clients at their home or workplace
•ability to develop and manage a high-end client portfolio and to grow a network of partners and prescribers
•tailored patrimonial advice aligned with clients’ needs and evolving legislative and tax changes
•excellent interpersonal and advisory skills to serve private clientele across Allianz Vie, Allianz Banque, and Allianz Global Investors France

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship buildingCustomer focusNegotiationProblem-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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Saumur (49) (ORVAULT, 44, FR, 44700)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Manager level

Key Responsibilities

•Develop and manage a portfolio of High Net Worth and Ultra High Net Worth clients through acquisition and relationship management.
•Expand and manage the network of partners and referrers to grow the client base.
•Provide ongoing guidance to clients, helping define and revise wealth goals and strategies.
•Offer bespoke wealth management solutions across Allianz Vie, Allianz Banque, Allianz Global Investors France, and Allianz Immovalor services as needed.
•Act as the primary interlocutor for clients, delivering personalised advice and a frontline service delivery model at client locations or workplace

Key Requirements

•3+ years of experience in wealth management with a strong mastery of patrimonial analysis and dedicated tools
•experience delivering proximity consulting by visiting clients at their home or workplace
•ability to develop and manage a high-end client portfolio and to grow a network of partners and prescribers
•tailored patrimonial advice aligned with clients’ needs and evolving legislative and tax changes
•excellent interpersonal and advisory skills to serve private clientele across Allianz Vie, Allianz Banque, and Allianz Global Investors France

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship buildingCustomer focusNegotiationProblem-solving

Languages:French

Tech Stack:Big Expert

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