Conseiller en Gestion de Patrimoine Expérimenté H/F - Cannes (06) (SOPHIA ANTIPOLIS, 06, FR, 06904)

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

Experienced Wealth Management Advisor to build and manage a high-end client portfolio, delivering personalized financial solutions across life, savings, retirement, and property investments. You will meet clients at home or on-site, develop a high-net-worth network of partners, and leverage Allianz tools to analyze patrimonial needs and provide proactive, compliant guidance within a multi-disciplinary financial services team.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Cannes (06) (SOPHIA ANTIPOLIS, 06, FR, 06904)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor to build and manage a high-end client portfolio, delivering personalized financial solutions across life, savings, retirement, and property investments. You will meet clients at home or on-site, develop a high-net-worth network of partners, and leverage Allianz tools to analyze patrimonial needs and provide proactive, compliant guidance within a multi-disciplinary financial services team.
Location: Sophia Antipolis
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of high-end and very high-end clients, delivering tailored patrimonial advice and solutions.
  • •Expand the advisor's network of partners and prescriptors to drive growth.
  • •L� fideliser et accompagner nos clients dans la r�flexion et la d�finition de leurs objectifs patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adapt�es � leurs besoins et aux changements l�gislatifs et fiscaux � l'aide d'outils de bilans patrimoniaux (Big Expert)
  • •Intervenir en tant qu'interlocuteur unique et accompagner les clients sur leurs projets financiers.

Key Requirements

  • •3+ years experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools (Big Expert)
  • •proven ability to advise clients at their home or workplace and provide personalized solutions
  • •experience building and managing a high-end client portfolio and developing a partner network
  • •strong communication and interpersonal skills with a client-centric approach
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship-buildingNegotiationProblem-solvingCustomer service
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