Conseiller en Gestion de Patrimoine Expérimenté H/F - Besançon (25) (BESANCON, 25, FR, 25000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Relationship-building","Negotiation","Analytical thinking"]

Experienced wealth management advisor role focusing on advising high-net-worth clients, developing tailored wealth plans, and expanding a high-end client portfolio. You will meet clients at their homes or workplaces, leverage Allianz’s multi-specialist wealth and protection offerings, and collaborate with internal teams to deliver personalized financial solutions across life, banking, and investment products.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Besançon (25) (BESANCON, 25, FR, 25000)

✓ 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

Experienced wealth management advisor role focusing on advising high-net-worth clients, developing tailored wealth plans, and expanding a high-end client portfolio. You will meet clients at their homes or workplaces, leverage Allianz’s multi-specialist wealth and protection offerings, and collaborate with internal teams to deliver personalized financial solutions across life, banking, and investment products.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and conquer a portfolio of high-end and ultra-high-net-worth clients through proactive prospecting and personalized wealth plans.
  • •Expand and manage your network of partners and referrers to drive client acquisition and growth.
  • •Foster client loyalty by supporting clients in defining wealth objectives and adapting solutions to regulatory and fiscal changes using wealth balance tools (Big Expert).
  • •Provide bespoke wealth advice and solutions aligned with client needs, leveraging Allianz Vie, Allianz Banque, Allianz Global Investors France, and Allianz Immovalor products.
  • •Represent Allianz as a trusted advisor, delivering proximate, needs-based wealth management services at client locations.

Key Requirements

  • •Significant experience in wealth management, ideally at least 3 years in the wealth management field, with a strong mastery of estate analysis and dedicated tools.
  • •Proven ability to develop and manage a portfolio of high-end and ultra-high-net-worth clients and to tailor wealth solutions to evolving regulatory and tax environments.
Experience:Gestion de PatrimoineFinance
Skills:CommunicationRelationship-buildingNegotiationAnalytical thinking
Languages:French

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