Conseiller en Gestion de Patrimoine Expérimenté H/F - Niort (79) (NIORT, 79, FR, 79000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship management","Negotiation","Client service","Sales"]

Experienced wealth management advisor responsible for providing personalized financial planning for private clients, developing and managing a high-end portfolio, and delivering tailored patrimonial solutions. Will meet clients at home or workplace, build a proximate advisory relationship, and collaborate with Allianz’s multi-specialist assets and protection services. Requires at least 3 years in wealth management and strong patrimonial analysis skills.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Niort (79) (NIORT, 79, FR, 79000)

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Job Summary

Experienced wealth management advisor responsible for providing personalized financial planning for private clients, developing and managing a high-end portfolio, and delivering tailored patrimonial solutions. Will meet clients at home or workplace, build a proximate advisory relationship, and collaborate with Allianz’s multi-specialist assets and protection services. Requires at least 3 years in wealth management and strong patrimonial analysis skills.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop and grow a high-end client portfolio through proactive wealth management and personalized patrimonial solutions.
  • •Serve as the primary contact for private clients, meeting them at home or at their workplace to provide tailored advice.
  • •Build and manage a network of partners and referrers to expand client base and opportunities.
  • •Provide guidance on patrimonial planning, alignment with legislative and fiscal changes, and use patrimonial assessment tools to support decisions.
  • •Foster client loyalty by advising on long-term financial goals and delivering proactive, objective financial guidance.

Key Requirements

  • •Minimum 3 years experience in wealth management with strong patrimonial analysis and proficiency in dedicated tools (e.g., Big Expert)
  • •Proven ability to develop and manage a high-end client portfolio and to provide personalized patrimonial advice
  • •Ability to travel to client homes or workplaces for consultations and to operate with a proximity-based advisory approach
  • •Experience in developing a partner network and referrals to grow a private client base
  • •Strong communication and relationship-management skills and a customer-centric sales approach
Experience:3+ yearsFinanceWealth management
Skills:CommunicationRelationship managementNegotiationClient serviceSales
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