Allianz

1 month ago

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

✓ 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 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

Website LinkedIn

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Allianz

1 month ago

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

✓ 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 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

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