4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Bourges (18) (BOURGES, 18, FR, 18000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role based in Bourges. You will deliver personalized patrimonial guidance to private clients, conduct asset analysis with dedicated tools, build and manage a high-net-worth portfolio, and develop a network of partners while advising on informative financial solutions across Allianz’s wealth and protection services.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of high-end and very high-end clients through prospecting and advisory activities.
•Build and manage your network of partners and referrers to expand client base.
•Fiduciary responsibility: support clients in formulating patrimonial objectives and provide tailored guidance.
•Propose bespoke patrimonial solutions and adapt to legislative and fiscal changes using patrimonial balance tools (Big Expert).
•Serve as the primary interlocutor for private clients, delivering proximate, personalized advice on-site or at clients' homes or workplaces.

Pay and Benefits

Perks:Social Benefits

Key Requirements

•At least 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Experience in delivering personalized financial advice to clients at home or workplace
•Proactive development of a high-end client portfolio and network of partners
•Ability to adapt to legislative and tax changes to tailor patrimonial solutions

Experience:3+ yearsWealth managementFinance

Skills:Client-focusedCommunicationRelationship managementNegotiationSales

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

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Bourges (18) (BOURGES, 18, FR, 18000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of high-end and very high-end clients through prospecting and advisory activities.
•Build and manage your network of partners and referrers to expand client base.
•Fiduciary responsibility: support clients in formulating patrimonial objectives and provide tailored guidance.
•Propose bespoke patrimonial solutions and adapt to legislative and fiscal changes using patrimonial balance tools (Big Expert).
•Serve as the primary interlocutor for private clients, delivering proximate, personalized advice on-site or at clients' homes or workplaces.

Pay and Benefits

Perks:Social Benefits

Key Requirements

•At least 3 years of experience in wealth management
•Strong mastery of patrimonial analysis and dedicated tools
•Experience in delivering personalized financial advice to clients at home or workplace
•Proactive development of a high-end client portfolio and network of partners
•Ability to adapt to legislative and tax changes to tailor patrimonial solutions

Experience:3+ yearsWealth managementFinance

Skills:Client-focusedCommunicationRelationship managementNegotiationSales

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