Conseiller Expérimenté en Gestion de Patrimoine H/F - Le Havre (76) (LE HAVRE, 76, FR, 76600)

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

Experienced wealth management advisor responsible for developing a high-end client portfolio in Le Havre, delivering personalized financial planning and advisory services. You will work directly with affluent private clients, travel to client sites as needed, and collaborate with Allianz’s multi-specialist network to offer tailored patrimonial solutions and ongoing client relationship management.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Le Havre (76) (LE HAVRE, 76, FR, 76600)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio in Le Havre, delivering personalized financial planning and advisory services. You will work directly with affluent private clients, travel to client sites as needed, and collaborate with Allianz’s multi-specialist network to offer tailored patrimonial solutions and ongoing client relationship management.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop and expand a portfolio of high-end and prestige clients through proactive outreach and tailored wealth management strategies.
  • •Manage and grow your network of partners and referrers to enhance client acquisition and retention.
  • •Retain and guide clients in defining patrimonial objectives and adapting plans to regulatory and fiscal changes using patrimonial balance tools (Big Expert).
  • •Provide personalized patrimonial advice and bespoke solutions aligned with client needs.
  • •Serve as the primary interlocutor for private clients, delivering proximit contact either at the client’s home or workplace.
Travel: Low travel

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •ability to visit clients at home or at their workplace and provide personalized advisory services
  • •experience with end-to-end client portfolio development and relationship management
  • •knowledge of fiscal and regulatory changes impacting patrimonial planning
Experience:3+ yearsFinanceWealth managementPatrimoine
Skills:CommunicationNegotiationCustomer service
Languages:French

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