Conseiller en Gestion de Patrimoine Expérimenté H/F - Mauriac (15) (SAINT FLOUR, 15, FR, 15100)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Patrimoine","Financial analysis","Customer advisory","Sales","Communication"]

Experienced wealth management advisor responsible for growing a high-net-worth client book, delivering personalized financial plans, and leveraging Allianz's Life and Asset Services. You will meet clients at home or on-site, analyze patrimonial situations with dedicated tools, develop tailored solutions, and collaborate with Allianz experts to optimize portfolios.

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Allianz
Allianz
2 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Mauriac (15) (SAINT FLOUR, 15, FR, 15100)

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Last checked: 20 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for growing a high-net-worth client book, delivering personalized financial plans, and leveraging Allianz's Life and Asset Services. You will meet clients at home or on-site, analyze patrimonial situations with dedicated tools, develop tailored solutions, and collaborate with Allianz experts to optimize portfolios.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth clients through proactive outreach and expert advisory.
  • •Visit clients at their home or workplace to provide personalized patrimonial planning and guidance.
  • •Provide tailored patrimonial solutions using Allianz Life and Financial Services products and tools.
  • •Foster long-term relationships by understanding client goals, risks, and tax implications, and adjust plans accordingly.
  • •Collaborate with internal Allianz teams to deliver comprehensive financial solutions and ensure client satisfaction.

Key Requirements

  • •3+ years of experience in wealth management (Gestion de Patrimoine)
  • •strong mastery of patrimonial analysis and the dedicated tools (e.g., Big Expert)
  • •ability to provide proximity advisory by visiting clients at home or at their workplace
  • •develop and manage a portfolio of high-end and very high-end clients
  • •build and maintain a network of partners and referrers to grow the client base
Experience:3+ yearsWealth managementFinancial services
Skills:PatrimoineFinancial analysisCustomer advisorySalesCommunication
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
WebsiteLinkedIn