4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Epernay (51) (BEZANNES, 51, FR, 51340)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing a high-net-worth client portfolio, delivering personalized patrimonial solutions, and building a local advisory network. You will conduct client meetings at home or workplace, analyze patrimonial needs, and coordinate cross-functional Allianz expertise to propose tailored financial strategies.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and conquer a portfolio of High End and Very High End clients (segmentation and growth)
•Develop and manage your network of partners and prescribers
•Fideliser and accompany clients in reflection and definition of patrimonial objectives
•Provide bespoke patrimonial advice and solutions tailored to client needs, accounting for legislative and tax changes using patrimonial balance tools (Big Expert)
•Be the single point of contact for a private client and deliver personalized advisory service

Key Requirements

•Minimum 3 years experience in wealth management with strong patrimonial analysis skills and used tools
•Proven ability to develop and manage a high-end client portfolio (private/high-net-worth)
•Strong client-facing and relationship-building skills with a proximity approach (client at home or at work)
•Ability to propose customized patrimonial solutions adapting to legal and fiscal changes
•Experience in developing a network of partners and prescribers to grow the business

Experience:3+ yearsWealth managementPatrimonyFinancial services

Skills:CommunicationCustomer serviceRelationship managementSalesNegotiation

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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Epernay (51) (BEZANNES, 51, FR, 51340)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Develop and conquer a portfolio of High End and Very High End clients (segmentation and growth)
•Develop and manage your network of partners and prescribers
•Fideliser and accompany clients in reflection and definition of patrimonial objectives
•Provide bespoke patrimonial advice and solutions tailored to client needs, accounting for legislative and tax changes using patrimonial balance tools (Big Expert)
•Be the single point of contact for a private client and deliver personalized advisory service

Key Requirements

•Minimum 3 years experience in wealth management with strong patrimonial analysis skills and used tools
•Proven ability to develop and manage a high-end client portfolio (private/high-net-worth)
•Strong client-facing and relationship-building skills with a proximity approach (client at home or at work)
•Ability to propose customized patrimonial solutions adapting to legal and fiscal changes
•Experience in developing a network of partners and prescribers to grow the business

Experience:3+ yearsWealth managementPatrimonyFinancial services

Skills:CommunicationCustomer serviceRelationship managementSalesNegotiation

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn