Conseiller Expérimenté en Gestion de Patrimoine H/F - Chamonix (74) (ANNECY, 74, FR, 74000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Negotiation","Customer relationship"]

Experienced wealth management advisor responsible for developing a high-end client portfolio, expanding the partner network, and delivering personalized patrimonial advice. Willing to travel to clients’ homes or workplaces, leveraging the Allianz multi-specialist wealth management and protection network to meet evolving regulatory and fiscal needs.

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FursaFursa
Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Chamonix (74) (ANNECY, 74, FR, 74000)

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Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, expanding the partner network, and delivering personalized patrimonial advice. Willing to travel to clients’ homes or workplaces, leveraging the Allianz multi-specialist wealth management and protection network to meet evolving regulatory and fiscal needs.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and grow a portfolio of high-end and very high end clients through proactive outreach and need-based advisory.
  • •Build and manage a network of partners and prescribers to expand client base and referrals.
  • •Fidelize and support clients in defining their patrimonial objectives and evolving needs.
  • •Provide personalized patrimonial advice and solutions tailored to client needs, leveraging tools such as Big Expert to reflect regulatory and fiscal changes.
  • •Act as the primary interlocutor for a private client base, delivering proximate, on-site or at-home consultations and a consultative sales approach.

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools (Big Expert)
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationNegotiationCustomer relationship
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