Conseiller Expérimenté en Gestion de Patrimoine H/F - Reims (51) (BEZANNES, 51, FR, 51340)

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

Experienced wealth management advisor responsible for delivering personalized financial advice to private clients. You will develop high-net-worth client portfolios, expand the partner network, and tailor patrimonial solutions using dedicated tools, while serving as the primary contact for clients, visiting them at their home or workplace to understand needs and define objectives.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Reims (51) (BEZANNES, 51, FR, 51340)

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Job Summary

Experienced wealth management advisor responsible for delivering personalized financial advice to private clients. You will develop high-net-worth client portfolios, expand the partner network, and tailor patrimonial solutions using dedicated tools, while serving as the primary contact for clients, visiting them at their home or workplace to understand needs and define objectives.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of high-end and ultra-high-net-worth clients through proactive outreach and personalized wealth-management services.
  • •Build and manage a network of partners and introducers to expand client base and opportunities.
  • •Foster client loyalty by guiding clients through asset management goals and regulatory/ tax changes, using tailored solutions and wealth analytics.
  • •Provide bespoke financial advice and solutions across Allianz’s life and financial services offerings (savings, investments, retirement, real estate, etc.).
  • •Serve as the sole point of contact for private clients, visiting them at home or at their workplace to deliver consultative support and drive client satisfaction.
Travel: Low travel

Key Requirements

  • •3+ years of experience in Gestion de Patrimoine (wealth management)
  • •strong mastery of patrimonial analysis and proficiency with dedicated tools (e.g., Big Expert)
  • •experience developing and managing a portfolio of high-net-worth clients and providing personalized guidance
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationNegotiationRelationship-buildingCustomer focus
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