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

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

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.

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Allianz
Allianz
5 months ago

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

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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
WebsiteLinkedIn