4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Béziers (34) (BEZIERS, 34, FR, 34500)

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Role involves advising high-net-worth private clients in wealth management, conducting portfolio analysis with dedicated tools, and delivering personalized patrimonial solutions. You will meet clients at their home or workplace, build a regional network of partners, and manage a prestigious client portfolio within Allianz’s multi-specialist wealth and protection network.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and conquer a portfolio of High End and Very High End 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 avec des outils de bilans patrimoniaux.
•Interlocuteur unique d’une clientèle privée et déplacement chez le client

Travel: Low travel

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis and dedicated tools
•ability to meet clients at their home or workplace and to develop a high/very high-end client portfolio

Experience:3+ yearsFinance

Skills:CommunicationRelationship-buildingClient serviceNegotiation

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

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Béziers (34) (BEZIERS, 34, FR, 34500)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and conquer a portfolio of High End and Very High End 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 avec des outils de bilans patrimoniaux.
•Interlocuteur unique d’une clientèle privée et déplacement chez le client

Travel: Low travel

Key Requirements

•3+ years of experience in wealth management
•strong mastery of patrimonial analysis and dedicated tools
•ability to meet clients at their home or workplace and to develop a high/very high-end client portfolio

Experience:3+ yearsFinance

Skills:CommunicationRelationship-buildingClient serviceNegotiation

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