Conseiller en Gestion de Patrimoine Expérimenté H/F - Nice (06) (SOPHIA ANTIPOLIS, 06, FR, 06904)

Allianz
Nice
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Presentation","Problem-solving","Negotiation"]

Experienced wealth management advisor responsible for building and maintaining a high-net-worth client portfolio, delivering personalized patrimonial advice, and supporting clients at home or on their workplace. Leverages Allianz's multi-specialist Wealth Management and Protection expertise, with strong competency in patrimonial analysis and use of dedicated tools to meet regulatory and tax changes.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Nice (06) (SOPHIA ANTIPOLIS, 06, FR, 06904)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for building and maintaining a high-net-worth client portfolio, delivering personalized patrimonial advice, and supporting clients at home or on their workplace. Leverages Allianz's multi-specialist Wealth Management and Protection expertise, with strong competency in patrimonial analysis and use of dedicated tools to meet regulatory and tax changes.
Location: Nice
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and manage a portfolio of Haut de Gamme et Très Haut de Gamme clients with proactive guidance on their patrimonial goals.
  • •Provide personalized patrimonial advice and solutions using a client-centric sales approach based on needs and future planning.
  • •Meet clients at home or on their workplace and act as the sole interlocutor for private clients.
  • •Expand the partner and referrer network to grow the client base and opportunities.
  • •Support clients through legislative and fiscal changes using patrimonial balance tools (Big Expert) and allied Allianz product capabilities.

Pay and Benefits

Perks:Health InsuranceRetirementSavings Plan

Key Requirements

  • •3+ years of experience in wealth management
  • •very strong mastery of patrimonial analysis and dedicated tools
  • •interacts directly with private clients, visiting at their home or workplace
  • •develops and manages a portfolio of High Net Worth and Ultra High Net Worth clients
  • •builds and manages a network of partners and introducers to drive client acquisition and retention
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship-buildingPresentationProblem-solvingNegotiation
Tech Stack:Big ExpertAnalytical 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