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

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Negotiation","Relationship-building","Presentation"]

Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering expert patrimonial analysis and tailored financial solutions, and supporting clients on their wealth objectives. Interacts with private clients at home or on-site, develops partner networks, and utilizes Allianz’s suite of financial services to provide proactive, needs-based guidance.

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Allianz
Allianz
6 months ago

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

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for building and managing a high-end client portfolio, delivering expert patrimonial analysis and tailored financial solutions, and supporting clients on their wealth objectives. Interacts with private clients at home or on-site, develops partner networks, and utilizes Allianz’s suite of financial services to provide proactive, needs-based guidance.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and conquer a portfolio of High End and Very High End clients
  • •Develop and manage your network of partners and prescribers
  • •Fidelize and support clients in wealth objectives and definitions
  • •Propose customized wealth advice and solutions using tools like Big Expert
  • •Be the sole interlocutor for private clients at their home or workplace

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •experience advising high-net-worth clients
  • •ability to meet clients at home or on their workplace
  • •excellent client relationship and needs-based sales approach
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationNegotiationRelationship-buildingPresentation
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