Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Soissons (02) (SAINT QUENTIN, 02, FR, 02100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Experienced wealth management advisor who will service high-net-worth private clients, delivering tailored patrimonial analysis and solutions. You’ll operate across client homes or workplaces, develop a portfolio of Haut de Gamme clients, build a network of partners, and leverage Allianz tools to advise on life, retirement, banking, and real estate products within Allianz’s multi-specialist wealth management network.

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 Haut de Gamme and Très Haut de Gamme clients
•Develop and manage your network of partners and prescribers
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux
•Interlocuteur unique d’une clientèle privée, déplacement chez le client et sur le lieu de travail

Key Requirements

•Minimum 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Ability to provide proximity advisory services by visiting clients at home or work
•Experience building and managing a client portfolio of high-end clients
•Excellent interpersonal and advisory skills to tailor financial solutions

Experience:3+ yearsWealth managementFinance

Skills:Customer focusCommunicationNegotiationRelationship-buildingSales

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 - Soissons (02) (SAINT QUENTIN, 02, FR, 02100)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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 Haut de Gamme and Très Haut de Gamme clients
•Develop and manage your network of partners and prescribers
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
•Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux
•Interlocuteur unique d’une clientèle privée, déplacement chez le client et sur le lieu de travail

Key Requirements

•Minimum 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Ability to provide proximity advisory services by visiting clients at home or work
•Experience building and managing a client portfolio of high-end clients
•Excellent interpersonal and advisory skills to tailor financial solutions

Experience:3+ yearsWealth managementFinance

Skills:Customer focusCommunicationNegotiationRelationship-buildingSales

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