Conseiller Expérimenté en Gestion de Patrimoine H/F - Le Mans (72) (LE MANS, 72, FR, 72000)

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

Experienced wealth management advisor join Allianz Distribution in Le Mans to advise high-net-worth clients, develop a portfolio, and expand partner networks. You’ll analyze patrimonial situations using dedicated tools, tailor financial solutions, and travel to client locations, contributing to a multi-specialist patrimoine and protection sociale network.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Le Mans (72) (LE MANS, 72, FR, 72000)

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Job Summary

Experienced wealth management advisor join Allianz Distribution in Le Mans to advise high-net-worth clients, develop a portfolio, and expand partner networks. You’ll analyze patrimonial situations using dedicated tools, tailor financial solutions, and travel to client locations, contributing to a multi-specialist patrimoine and protection sociale network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a portfolio of High End / Very High Net Worth clients through prospecting and client meetings
  • •Develop and manage your network of partners and prescribers
  • •Retain and guide clients in patrimonial objectives and planning
  • •Provide tailored patrimonial advice and solutions adapted to client needs and regulatory changes using patrimonial balance tools
  • •Explain Allianz’s multi-expert approach across Life, Savings, Retirement, Banking and Real Estate products to clients
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •experience as a wealth management advisor, delivering proximity advice at client domicile or workplace
  • •development of a high-end/high-net-worth client portfolio
  • •ability to develop and manage a network of partners and prescribers
Experience:3+ yearsFinanceWealth managementPatrimoine
Skills:CommunicationRelationship buildingCustomer focusNegotiationPresentation
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