Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Villeneuve-d'Ascq (59) (FR)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Experienced wealth management advisor within Allianz’s multi-specialist distribution network, providing proximity advisory to private and professional clients, developing a high-end to ultra-high-net-worth portfolio, and offering personalized patrimonial solutions using dedicated tools and a consultative, needs-based sales approach.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of High-End and Ultra-High-Net-Worth clients.
•Expand and manage your network of partners and prescriptors.
•Retain and support clients in evaluating and defining their patrimonial objectives.
•Provide personalized patrimonial advice and bespoke solutions aligned with clients’ needs and changes in legislation and taxation using patrimonial balance tools (Big Expert).
•Act as the sole interlocutor for private clients, offering proximate and customized advisory services at the client’s home or workplace.

Key Requirements

•3+ years of experience in wealth management (Gestion de Patrimoine)
•strong mastery of patrimonial analysis and dedicated tools
•experience delivering client-focused, needs-based advice on a home or workplace visit
•ability to develop and manage a high-end client portfolio and to expand partner networks
•good knowledge of legislative and fiscal changes affecting patrimony

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationRelationship-buildingClient 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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Villeneuve-d'Ascq (59) (FR)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of High-End and Ultra-High-Net-Worth clients.
•Expand and manage your network of partners and prescriptors.
•Retain and support clients in evaluating and defining their patrimonial objectives.
•Provide personalized patrimonial advice and bespoke solutions aligned with clients’ needs and changes in legislation and taxation using patrimonial balance tools (Big Expert).
•Act as the sole interlocutor for private clients, offering proximate and customized advisory services at the client’s home or workplace.

Key Requirements

•3+ years of experience in wealth management (Gestion de Patrimoine)
•strong mastery of patrimonial analysis and dedicated tools
•experience delivering client-focused, needs-based advice on a home or workplace visit
•ability to develop and manage a high-end client portfolio and to expand partner networks
•good knowledge of legislative and fiscal changes affecting patrimony

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationRelationship-buildingClient focus

Languages:French

Tech Stack:Big Expert

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