Conseiller Expérimenté en Gestion de Patrimoine H/F - Agen (47) (BORDEAUX, 33, FR, 33000)

Allianz
France
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Customer focus","Negotiation","Problem-solving"]

Experienced wealth management advisor responsible for building and managing a high-net-worth client portfolio in the Bordeaux/Agen area, delivering personalized patrimony advice, prospecting new clients, and coordinating with Allianz’s multi-specialist units. Travel to clients’ homes or workplaces is expected, leveraging Big Expert tools to tailor financial plans across Allianz Vie, Allianz Banque and Allianz Global Investors France.

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FursaFursa
Allianz
Allianz
2 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Agen (47) (BORDEAUX, 33, FR, 33000)

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Job Summary

Experienced wealth management advisor responsible for building and managing a high-net-worth client portfolio in the Bordeaux/Agen area, delivering personalized patrimony advice, prospecting new clients, and coordinating with Allianz’s multi-specialist units. Travel to clients’ homes or workplaces is expected, leveraging Big Expert tools to tailor financial plans across Allianz Vie, Allianz Banque and Allianz Global Investors France.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Develop and manage a portfolio of High Net Worth and Very High Net Worth clients; actively acquire new clients and grow the network of partners and referrers
  • •Provide personalized patrimonial advice and propose tailored wealth solutions using dedicated tools (Big Expert) in line with legislative and tax changes
  • •Be the sole point of contact for private clients, offering on-site visits at clients’ homes or workplaces and guiding them through needs-based financial planning
  • •Collaborate with Allianz Expertise et Conseil and other Allianz groups to deliver a comprehensive suite of life, asset management and banking services
  • •Ensure ongoing client loyalty by reflecting the clients’ objectives in proactive, forward-looking patrimonial strategies
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management with a strong capability in patrimonial analysis and use of dedicated tools (Big Expert)
  • •Proven ability to develop and manage a high-net-worth client portfolio and to build a network of partners and referrers
  • •Customer-facing advisor who travels to clients’ homes or workplaces and provides personalized financial solutions
  • •Experience delivering comprehensive financial guidance across Allianz Vie, Allianz Banque, Allianz Global Investors France and related Allianz assets
  • •Strong communication and relationship-building skills with a client-centric approach to needs-based selling
Experience:3+ yearsWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationRelationship-buildingCustomer focusNegotiationProblem-solving
Languages:French
Tech Stack:Big ExpertAllianz tools

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