Conseiller Expérimenté en Gestion de Patrimoine H/F - Charleville-Mézières / Sedan (08) (CHARLEVILLE MEZIERES, 08, FR, 08000)

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

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalised patrimonial guidance, and supporting clients at home or on-site. You will build a proximate advisory relationship, grow a privileged clientele, expand a partner network, and utilize specialized tools to suggest bespoke patrimonial solutions within Allianz’s multi-specialist heritage and protection services.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Charleville-Mézières / Sedan (08) (CHARLEVILLE MEZIERES, 08, FR, 08000)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalised patrimonial guidance, and supporting clients at home or on-site. You will build a proximate advisory relationship, grow a privileged clientele, expand a partner network, and utilize specialized tools to suggest bespoke patrimonial solutions within Allianz’s multi-specialist heritage and protection services.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High-End and Very High-End clients through targeted outreach
  • •Develop and manage your network of partner referrals
  • •Fidéliser and accompagner clients in reflecting and defining their patrimonial objectives
  • •Provide tailored patrimonial advice and solutions aligned with clients' needs and legislative/tax changes using patrimonial balance tools (Big Expert)
  • •Collaborate with Allianz Vie, Allianz Banque, Allianz Global Investors France, and Allianz Immovalor to offer comprehensive financial services

Key Requirements

  • •Experience in wealth management, ideally at least 3 years in the field
  • •Strong mastery of patrimonial analysis and the tools used in patrimonial management
  • •Ability to advise clients by visiting their home or workplace and provide personalized guidance
  • •Proven skills in developing and managing a high-end client portfolio
  • •Ability to develop a network of partners and prescriptors
Experience:3+ yearsFinanceWealth managementPatrimoineBanking
Skills:CommunicationRelationship-buildingNegotiationClient management
Languages:French
Tech Stack:Big ExpertAnalysis 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