Conseiller en Gestion de Patrimoine Expérimenté H/F - Haguenau (67) (STRASBOURG, 67, FR, 67002)

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

Experienced Wealth Management Advisor responsible for delivering tailored financial planning and wealth management guidance to high-net-worth private clients. Travel to client homes or workplaces, build and manage a premium client portfolio, and collaborate with Allianz’s multi-specialist wealth and protection services to optimize financial outcomes.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Haguenau (67) (STRASBOURG, 67, FR, 67002)

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Last checked: 14 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor responsible for delivering tailored financial planning and wealth management guidance to high-net-worth private clients. Travel to client homes or workplaces, build and manage a premium client portfolio, and collaborate with Allianz’s multi-specialist wealth and protection services to optimize financial outcomes.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop and grow a high-end to very high-end client portfolio with tailored wealth management plans
  • •Develop and manage your network of partners and referrers
  • •Fidelize and support clients in defining their patrimonial objectives
  • •Propose tailored wealth management advice and solutions using patrimonial assessment tools
  • •Serve as the primary contact for private clients, meeting them at home or at their workplace

Pay and Benefits

Perks:RetirementHealth InsuranceSavings PlanPaid Leave

Key Requirements

  • •Significant experience in wealth management, ideally at least 3 years
  • •Very good mastery of patrimonial analysis and dedicated tools
  • •Ability to be the interlocutor for private clients at home or on the client’s workplace
  • •Development of a high-end portfolio and network of partners and referrers
  • •Tailored wealth management advice and solutions aligned with client needs and regulatory changes
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationCustomer focusRelationship managementNegotiationPresentation
Tech Stack:Big ExpertPatrimonial analysis 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