Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rethel (08) (BEZANNES, 51, FR, 51340)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing high-end client portfolios, delivering personalized patrimonial analysis, and advising clients at their home or workplace. You will expand the partner network, manage client objectives amid regulatory changes, and leverage Allianz’s suite of financial products to provide tailored wealth solutions.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a high-end client portfolio with tailored wealth solutions
•Expand the network of partners and prescribers to grow client base
•Provide proximate wealth management advisory at clients’ homes or workplaces with needs-based selling
•Guide clients through changes in regulations and fiscal laws using patrimonial analysis tools
•Serve as the sole interlocutor for a private client, ensuring personalized and proactive service

Key Requirements

•At least 3 years of experience in wealth management; strong mastery of patrimonial analysis and dedicated tools
•Experience delivering proximate client advisory at home or on-site and tailoring financial solutions to client needs
•Ability to develop and manage a high-end client portfolio and expand the network of partners and prescribers
•Strong knowledge of different Allianz financial products (life insurance, banking, asset management, real estate) to offer integrated wealth solutions
•Customer-focused approach with a method of selling based on needs and forward-looking insights

Experience:3+ yearsFinanceWealth management

Skills:CommunicationRelationship managementNegotiation

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

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rethel (08) (BEZANNES, 51, FR, 51340)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a high-end client portfolio with tailored wealth solutions
•Expand the network of partners and prescribers to grow client base
•Provide proximate wealth management advisory at clients’ homes or workplaces with needs-based selling
•Guide clients through changes in regulations and fiscal laws using patrimonial analysis tools
•Serve as the sole interlocutor for a private client, ensuring personalized and proactive service

Key Requirements

•At least 3 years of experience in wealth management; strong mastery of patrimonial analysis and dedicated tools
•Experience delivering proximate client advisory at home or on-site and tailoring financial solutions to client needs
•Ability to develop and manage a high-end client portfolio and expand the network of partners and prescribers
•Strong knowledge of different Allianz financial products (life insurance, banking, asset management, real estate) to offer integrated wealth solutions
•Customer-focused approach with a method of selling based on needs and forward-looking insights

Experience:3+ yearsFinanceWealth management

Skills:CommunicationRelationship managementNegotiation

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