Conseiller en Gestion de Patrimoine Expérimenté H/F - Gap (05) (GAP, 05, FR, 05000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Interpersonal","Sales","Customer relations"]

Experienced wealth management advisor role in Allianz Distribution network, focusing on high-net-worth clients with personalized financial solutions across asset management, savings, and protection services. Requires solid patrimony analysis skills, client-facing work at clients' homes or workplaces, and ability to develop a high-end portfolio through proactive multi-expert Allianz resources.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Gap (05) (GAP, 05, FR, 05000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role in Allianz Distribution network, focusing on high-net-worth clients with personalized financial solutions across asset management, savings, and protection services. Requires solid patrimony analysis skills, client-facing work at clients' homes or workplaces, and ability to develop a high-end portfolio through proactive multi-expert Allianz resources.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Ultra High Net Worth clients through targeted acquisition and service delivery.
  • •Prospect and manage a network of partners and referral sources to expand client base and cross-sell Allianz products.
  • •Fiducialize and guide clients in wealth planning, aligning objectives with evolving regulatory and fiscal changes.
  • •Provide bespoke wealth management advice and solutions using Allianz product suites across life and financial services.
  • •Act as the primary point of contact for a private client, delivering proximate, personalized service with a needs-based sales approach.

Key Requirements

  • •At least 3 years of experience in wealth management with strong patrimony analysis and use of dedicated tools
  • •Excellent ability to analyze client patrimony and propose tailored wealth solutions
  • •Experience delivering face-to-face advisory in clients' homes or at their workplace
  • •Proven ability to develop and manage a high-end client portfolio and to build a network of partners and referrers
  • •Strong customer-facing communication and needs-based sales approach
Experience:3+ yearsWealth managementPatrimonyFinance
Skills:CommunicationInterpersonalSalesCustomer relations
Languages:French

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