2 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

Website LinkedIn

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Allianz

2 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

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

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