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

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

Experienced Wealth Management Advisor based in the Annecy area, joining Allianz's multi-specialist Patrimony and Protection network. You will manage a high-end client portfolio, perform patrimonial analyses with dedicated tools, and offer tailored wealth solutions across life, investment, real estate, and banking products, visiting clients at home or on their work site to deliver personalised financial guidance.

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Allianz
Allianz
4 months ago

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

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Job Summary

Experienced Wealth Management Advisor based in the Annecy area, joining Allianz's multi-specialist Patrimony and Protection network. You will manage a high-end client portfolio, perform patrimonial analyses with dedicated tools, and offer tailored wealth solutions across life, investment, real estate, and banking products, visiting clients at home or on their work site to deliver personalised financial guidance.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a client portfolio of Haut de Gamme et Très Haut de Gamme clients through proactive outreach and personalised wealth management strategies.
  • •Fidéliser et accompagner les clients dans la réflexion et la définition de leurs objectifs patrimoniaux en s’appuyant sur les outils dédiés et les bilans patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et à l’évolution des lois et fiscalité.
  • •Interlocuteur unique pour une clientèle privée, en déplacement chez les clients ou sur leur lieu de travail, avec une approche de vente centrée sur les besoins et la vision prospective.
  • •Développer et gérer un réseau de partenaires et prescripteurs pour soutenir le développement du portefeuille et la qualité de service.
Travel: Low travel

Key Requirements

  • •Minimum of 3 years’ experience in Wealth Management with strong proficiency in patrimonial analysis and dedicated tools
  • •Ability to develop and manage a portfolio of High Net Worth and Very High Net Worth clients
  • •Proven skills in delivering personalised wealth advice and solutions across life, savings, retirement, and real estate products
  • •Strong client-facing and proximate advisory capabilities, including visits to clients’ homes or workplaces
  • •Experience with building and managing a partner network and satisfying regulatory and fiscal context requirements
Experience:3+ yearsWealth managementFinanceFinancial services
Skills:CommunicationRelationship-buildingCustomer focusNegotiationSales
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