Allianz

2 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Corse - Bastia (2B) (BASTIA, FR, 20200)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Seasoned wealth management advisor in Corsica (Bastia) responsible for building and managing a high-net-worth client portfolio, delivering personalized wealth-management solutions, performing patrimonial analysis, and guiding clients through Allianz’s life and asset-management products. Travels to clients’ homes or workplaces to provide tailored advisory services and proactive financial planning.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Manager level

Key Responsibilities

•Develop and manage a high-net-worth client portfolio, delivering personalized wealth-management advice and proactive financial planning.
•Proactively engage with clients at home or on-site to understand needs and provide tailored patrimonial solutions.
•Expand and manage a network of partners and referrers to grow the client base and revenue.
•Conduct patrimonial analyses using Allianz tools to propose bespoke solutions and stay updated on regulatory and tax changes.
•Foster long-term client relationships through ongoing review and refinement of objectives and strategies.

Key Requirements

•At least 3 years of experience in wealth management with a proven track record in patrimonial analysis and use of dedicated tools (e.g., Big Expert)
•Strong ability to deliver personalized financial advice to high-net-worth clients and to work at clients’ homes or on their premises
•Excellent knowledge of wealth management products across Allianz’s suites (savings, retirement, banking, real estate) and related regulatory/ fiscal context
•Experience in developing and managing client portfolios, building a network of partners and introducers, and client relationship management
•Strong communication, interpersonal and advisory skills, with a client-centric sales mindset

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship-buildingNegotiationClient managementAttention to detail

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 Expérimenté en Gestion de Patrimoine H/F - Corse - Bastia (2B) (BASTIA, FR, 20200)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Manager level

Key Responsibilities

•Develop and manage a high-net-worth client portfolio, delivering personalized wealth-management advice and proactive financial planning.
•Proactively engage with clients at home or on-site to understand needs and provide tailored patrimonial solutions.
•Expand and manage a network of partners and referrers to grow the client base and revenue.
•Conduct patrimonial analyses using Allianz tools to propose bespoke solutions and stay updated on regulatory and tax changes.
•Foster long-term client relationships through ongoing review and refinement of objectives and strategies.

Key Requirements

•At least 3 years of experience in wealth management with a proven track record in patrimonial analysis and use of dedicated tools (e.g., Big Expert)
•Strong ability to deliver personalized financial advice to high-net-worth clients and to work at clients’ homes or on their premises
•Excellent knowledge of wealth management products across Allianz’s suites (savings, retirement, banking, real estate) and related regulatory/ fiscal context
•Experience in developing and managing client portfolios, building a network of partners and introducers, and client relationship management
•Strong communication, interpersonal and advisory skills, with a client-centric sales mindset

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationRelationship-buildingNegotiationClient managementAttention to detail

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