Conseiller en Gestion de Patrimoine Expérimenté H/F - Amiens (80) (AMIENS, 80, FR, 80136)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: []

Experienced wealth management advisor within Allianz Distribution, focusing on high-net-worth client portfolios. You will analyze client patrimony, advise on tailored financial solutions, and travel to clients’ homes or workplaces to deliver personalized service using proprietary tools. Join a multi-specialist network delivering comprehensive patrimonial products and social protection solutions.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Amiens (80) (AMIENS, 80, FR, 80136)

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Last checked: 15 hours agoStatus: Live

Job Summary

Experienced wealth management advisor within Allianz Distribution, focusing on high-net-worth client portfolios. You will analyze client patrimony, advise on tailored financial solutions, and travel to clients’ homes or workplaces to deliver personalized service using proprietary tools. Join a multi-specialist network delivering comprehensive patrimonial products and social protection solutions.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and expand a portfolio of High Net Worth and Ultra High Net Worth clients
  • •Develop and manage your network of partners and prescribers
  • •Retain and support clients in refining and defining their patrimonial objectives
  • •Provide tailored patrimonial advice and solutions aligned with client needs and regulatory changes using patrimonial balance tools
  • •Act as the primary interlocutor for private clients, delivering proximity-based, personalized advisory services

Pay and Benefits

Perks:Health InsuranceRetirementEmployee SavingsLearning Budget

Key Requirements

  • •At least 3 years of experience in wealth management
  • •Very good command of patrimonial analysis and specialized tools
  • •Experience delivering client-focused financial advice to private or professional clients
  • •Proven ability to develop and manage a high-end client portfolio
  • •Ability to develop a network of partners and prescribers and to adapt to regulatory and fiscal changes
Experience:3+ yearsWealth managementFinancial advisoryPatrimony

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