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

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Negotiation","Client management","Attention to detail"]

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.

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Allianz
Allianz
3 months ago

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

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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
WebsiteLinkedIn