Conseiller Expérimenté en Gestion de Patrimoine H/F - Lunéville (54) (Nancy, FR)

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

Sales-focused wealth management advisor responsible for developing and managing a portfolio of high-net-worth clients, leveraging Allianz’s multi-specialist wealth management and protection services to provide tailored financial solutions and proactive client support.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Lunéville (54) (Nancy, FR)

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Last checked: 14 hours agoStatus: Live

Job Summary

Sales-focused wealth management advisor responsible for developing and managing a portfolio of high-net-worth clients, leveraging Allianz’s multi-specialist wealth management and protection services to provide tailored financial solutions and proactive client support.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of Haut de Gamme et Très Haut de Gamme clients through proactive outreach and tailored solutions
  • •Develop and manage your network of partners and prescribers to grow the client base
  • •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 évolutions législatives et fiscales via des outils de bilans patrimoniaux (Big Expert)
  • •Intervenir chez les clients sur leur lieu de travail ou à domicile pour une relation de proximité

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

  • •3+ years of experience in Wealth Management with strong competency in patrimonial analysis
  • •Excellent mastery of patrimonial analysis and the tools dedicated to it (Big Expert)
  • •Experience advising private clients at their home or workplace with a needs-based, proactive approach
  • •Strong ability to develop and manage a high-end client portfolio and build a network of partners and prescribers
  • •Strong sales skills and a client-centric approach to offer tailored patrimonial solutions
Experience:3+ yearsWealth managementPatrimoineFinance
Skills:CommunicationRelationship-buildingNegotiationClient-focusedSales
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
WebsiteLinkedIn