Conseiller en Gestion de Patrimoine Expérimenté H/F - Pau (64) (PAU, FR, 64000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Client_relationship","Sales","Negotiation","Problem-solving"]

Experienced wealth management advisor focused on high-net-worth clients, delivering personalized patrimonial analyses and bespoke solutions. You will develop a premium client portfolio, expand partner networks, and advise on regulatory and tax changes using dedicated tools to guide clients toward their financial goals.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Pau (64) (PAU, FR, 64000)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor focused on high-net-worth clients, delivering personalized patrimonial analyses and bespoke solutions. You will develop a premium client portfolio, expand partner networks, and advise on regulatory and tax changes using dedicated tools to guide clients toward their financial goals.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and conquest a portfolio of High-End and Very High End clients
  • •Develop and manage your network of partners and referrers
  • •Retain and support clients in their patrimonial objectives
  • •Provide personalized patrimonial advice and tailor-made solutions adapted to needs and legislative/tax changes using patrimonial balance tools (Big Expert)
  • •Be the sole point of contact for private clients, visiting them at home or their workplace

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanPaid Training

Key Requirements

  • •At least 3 years of experience in wealth management
  • •Excellent mastery of patrimonial analysis and dedicated tools
  • •Ability to develop and manage a portfolio of high-end and very high-end clients
  • •Develop and manage a network of partners and referrers
  • •Provide tailored patrimonial advice and solutions updated for legislative and fiscal changes using patrimonial balance tools (Big Expert)
Experience:3+ yearsWealth managementInsuranceFinance
Skills:CommunicationClient_relationshipSalesNegotiationProblem-solving
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