Conseiller en Gestion de Patrimoine Expérimenté H/F - Moulins (03) (VICHY, 03, FR, 03200)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Customer oriented","Relationship building","Sales","Consultative selling"]

Experienced wealth management advisor responsible for developing a high-net-worth client portfolio, delivering personalized patrimonial assessments, and providing tailored financial solutions through Allianz’s suite of Vie et Services Financiers. Travel to clients for on-site consultations, build relationships, and drive sales using Big Expert tools within Allianz Expertise et Conseil.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
3 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Moulins (03) (VICHY, 03, FR, 03200)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-net-worth client portfolio, delivering personalized patrimonial assessments, and providing tailored financial solutions through Allianz’s suite of Vie et Services Financiers. Travel to clients for on-site consultations, build relationships, and drive sales using Big Expert tools within Allianz Expertise et Conseil.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a portfolio of High/Very High Net Worth clients through proactive outreach and conquest.
  • •Manage and grow your network of partners and referrers to generate new business.
  • •Fidelize and support clients in defining their patrimonial objectives and reflect changes in legislation and taxation.
  • •Provide bespoke patrimonial advice and solutions using Allianz Vie, Allianz Banque, Allianz Global Investors France, and related products.
  • •Use tools such as Big Expert to build comprehensive patrimonial assessments and dashboards for clients.
Travel: Low travel

Key Requirements

  • •Minimum 3 years of experience in wealth management (Gestion de Patrimoine) with strong patrimonial analysis skills and proficiency in dedicated tools (Big Expert).
  • •Strong client-facing experience with the ability to advise and develop bespoke financial solutions based on client needs and fiscal/legislative changes.
Experience:3+ yearsWealth managementPatrimonyFinance
Skills:CommunicationCustomer orientedRelationship buildingSalesConsultative selling
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