Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rumilly (74) (ANNECY, 74, FR, 74000)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Experienced wealth management advisor in a multi-disciplinary Allianz Distribution network, responsible for advising high-net-worth clients with a proficiency in patrimonial analysis and tailor-made financial solutions. You will meet clients at home or on-site, develop a high-end portfolio, and build a partner network to deliver comprehensive wealth management and protection services.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a high-end portfolio of private clients (Haut de Gamme et Très Haut de Gamme)
•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 avec outils de bilans patrimoniaux (Big Expert)
•Vous serez l’interlocuteur unique d’une clientèle privée, se déplaçant au domicile ou sur le lieu de travail des clients

Key Requirements

•At least 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Experience advising high-net-worth clients with tailored wealth solutions
•Ability to meet clients at their home or workplace and provide personalized service
•Sales approach based on client needs and forward-looking financial planning

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship buildingProblem-solving

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

Website LinkedIn

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Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rumilly (74) (ANNECY, 74, FR, 74000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a high-end portfolio of private clients (Haut de Gamme et Très Haut de Gamme)
•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 avec outils de bilans patrimoniaux (Big Expert)
•Vous serez l’interlocuteur unique d’une clientèle privée, se déplaçant au domicile ou sur le lieu de travail des clients

Key Requirements

•At least 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Experience advising high-net-worth clients with tailored wealth solutions
•Ability to meet clients at their home or workplace and provide personalized service
•Sales approach based on client needs and forward-looking financial planning

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship buildingProblem-solving

Languages:French

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