Conseiller Expérimenté en Gestion de Patrimoine H/F - Rouen (76) (FR)

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

Experienced wealth management advisor responsible for developing and managing a portfolio of high-net-worth clients, delivering personalized patrimonial guidance and solutions, and building a local client network through domicile/workplace visits. Works within Allianz’s multi-specialist wealth management distribution network, leveraging Allianz products and tools to meet client objectives.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Rouen (76) (FR)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing and managing a portfolio of high-net-worth clients, delivering personalized patrimonial guidance and solutions, and building a local client network through domicile/workplace visits. Works within Allianz’s multi-specialist wealth management distribution network, leveraging Allianz products and tools to meet client objectives.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of high-end private clients (Haut de Gamme et Très Haut de Gamme) with tailored patrimonial solutions
  • •Develop and manage your network of partners and referrers to grow the client base
  • •Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux
  • •Provide personalized advice and custom patrimonial solutions aligned with client needs and changing tax and regulatory environments
  • •Be the sole interlocutor for a private client base, delivering proactive, needs-based service at client locations

Key Requirements

  • •At least 3 years of experience in wealth management; strong mastery of patrimonial analysis and dedicated tools
  • •Demonstrated ability to advise clients with a needs-based, future-oriented sales approach
  • •Experience providing proximate client service by visiting clients at home or workplace
  • •Ability to develop and manage a high-end client portfolio (Haut de Gamme et Très Haut de Gamme) and to build a network of partners and referees
  • •Knowledge of relevant regulatory and fiscal changes affecting patrimonial planning
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationCustomer focusRelationship buildingNegotiationProblem-solving
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