Allianz

3 weeks ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Aix-en-Provence (13)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Experienced wealth-management advisor based in Aix-en-Provence, serving private clients with personalized wealth planning, asset allocation, and tailored financial solutions. You will meet clients at home or workplace, develop high-net-worth portfolios, collaborate with Allianz’s life/financial services teams, and leverage Allianz tools to deliver proactive, needs-based guidance.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and expand a portfolio of high-end and UHNW clients through proactive client acquisition and relationship building
•Manage and grow your network of partners and referrers to generate new business
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
•Provide tailored wealth-management advice using Allianz products across life, savings, investment, and real estate offerings
•Leverage Allianz Sales Excellence framework and tools to deliver proactive financial planning and client-focused solutions

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanTraining

Key Requirements

•Minimum 3 years of experience in wealth management or financial advisory
•Strong skills in asset analysis and using dedicated wealth-management tools (Big Expert)
•Proven ability to develop and manage a high-end client portfolio
•Excellent client-facing and communication skills with a needs-based sales approach
•Willingness to travel to client locations and work at client sites when needed

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationCustomer servicePresentationRelationship management

Languages:French

Tech Stack:Big ExpertAnalytics tools

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

3 weeks ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Aix-en-Provence (13)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and expand a portfolio of high-end and UHNW clients through proactive client acquisition and relationship building
•Manage and grow your network of partners and referrers to generate new business
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
•Provide tailored wealth-management advice using Allianz products across life, savings, investment, and real estate offerings
•Leverage Allianz Sales Excellence framework and tools to deliver proactive financial planning and client-focused solutions

Pay and Benefits

Perks:Health InsuranceRetirementSavings PlanTraining

Key Requirements

•Minimum 3 years of experience in wealth management or financial advisory
•Strong skills in asset analysis and using dedicated wealth-management tools (Big Expert)
•Proven ability to develop and manage a high-end client portfolio
•Excellent client-facing and communication skills with a needs-based sales approach
•Willingness to travel to client locations and work at client sites when needed

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationCustomer servicePresentationRelationship management

Languages:French

Tech Stack:Big ExpertAnalytics tools

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