Conseiller en Gestion de Patrimoine Expérimenté H/F - Toulon (83) (SIX FOURS LES PLAGES, 83, FR, 83140)

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

Seasoned wealth management advisor role focused on building and managing a high-net-worth client portfolio, delivering personalized patrimonial analyses and tailored financial solutions via Allianz’s multi-specialist network. You will meet clients at their homes or workplaces, develop partner networks, and use dedicated tools to advise on family wealth, protection, and investments within regulatory changes.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Toulon (83) (SIX FOURS LES PLAGES, 83, FR, 83140)

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Last checked: 17 hours agoStatus: Live

Job Summary

Seasoned wealth management advisor role focused on building and managing a high-net-worth client portfolio, delivering personalized patrimonial analyses and tailored financial solutions via Allianz’s multi-specialist network. You will meet clients at their homes or workplaces, develop partner networks, and use dedicated tools to advise on family wealth, protection, and investments within regulatory changes.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop and grow a portfolio of High End and Ultra High End clients through proactive outreach and tailored financial planning
  • •Build and manage a network of partners and referrers to drive client acquisition and cross-sell
  • •Foster client loyalty by guiding them in defining wealth objectives and adapting plans to life changes
  • •Provide personalized wealth management advice and solutions using Allianz Life and Allianz Banque/Investments tools, including patrimonial balance tools (Big Expert)
  • •Meet clients at their home or workplace to deliver proximate and customized advisory services

Key Requirements

  • •3+ years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
  • •Ability to develop and manage a high-end/ultra-high-net-worth client portfolio
  • •Strong client-facing advisory skills and ability to tailor patrimonial solutions to regulatory and fiscal changes
  • •Proven ability to build and maintain a network of partners and referees
  • •Proactive, customer-focused with excellent interpersonal and sales skills
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationInterpersonal skillsSalesNegotiationCustomer service
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