Conseiller en Gestion de Patrimoine Expérimenté H/F - Selestat (67) (STRASBOURG, 67, FR, 67002)

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

Experienced Wealth Management Advisor responsible for building and managing a high-end client portfolio, delivering personalized patrimonial advice, and expanding Allianz’s nationwide Wealth & Protection Services. You will meet clients at home or workplace, develop partnerships, and leverage Allianz tools to help clients achieve their patrimonial goals.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Selestat (67) (STRASBOURG, 67, FR, 67002)

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Job Summary

Experienced Wealth Management Advisor responsible for building and managing a high-end client portfolio, delivering personalized patrimonial advice, and expanding Allianz’s nationwide Wealth & Protection Services. You will meet clients at home or workplace, develop partnerships, and leverage Allianz tools to help clients achieve their patrimonial goals.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a high-end and very high-net-worth client portfolio through proactive prospecting and trusted advisory relationships.
  • •Build and manage your network of partners and prescribers to grow client base and referrals.
  • •Fideliser and guide clients in defining patrimonial objectives and ongoing financial planning, adapting recommendations to regulatory and fiscal changes.
  • •Provide tailored patrimonial guidance and solutions using dedicated tools (Big Expert) to meet client needs and goals.
  • •Act as the sole point of contact for a private clientele, delivering proximate, personalized service at clients’ homes or workplaces.

Key Requirements

  • •At least 3 years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
Experience:3+ years
Skills:CommunicationRelationship-buildingNegotiation
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