Allianz

1 month ago

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

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

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

Website LinkedIn

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Allianz

1 month ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn