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

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Negotiation","Customer service","Presentation","Relationship management"]

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.

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Allianz
Allianz
2 months ago

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

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Last checked: 13 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
WebsiteLinkedIn