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

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

Experienced wealth management advisor responsible for building high-end client portfolios, delivering personalized patrimonial guidance, and expanding Allianz’s multi-specialist wealth and protection services. You will meet clients at their homes or workplaces, leverage patrimonial analysis tools, and collaborate with Allianz’s Vie, Banque, and Investissement teams to provide comprehensive financial solutions.

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Allianz
Allianz
4 months ago

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

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Job Summary

Experienced wealth management advisor responsible for building high-end client portfolios, delivering personalized patrimonial guidance, and expanding Allianz’s multi-specialist wealth and protection services. You will meet clients at their homes or workplaces, leverage patrimonial analysis tools, and collaborate with Allianz’s Vie, Banque, and Investissement teams to provide comprehensive financial solutions.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and manage a portfolio of high-end and UHNW clients through proactive acquisition, focusing on wealth advisory and tailored patrimonial solutions.
  • •Develop and maintain a network of partners and prescribers to grow the client base.
  • •Fidéliser and accompany clients in defining their patrimonial objectives and adapting strategies to regulatory and fiscal changes.
  • •Provide personalized patrimonial advice and solutions using tools such as Big Expert to support decision-making.
  • •Serve as the primary point of contact for private clients, delivering proximity-based advisory at client homes or workplaces.

Key Requirements

  • •Minimum 3 years of experience in wealth management and a very good mastery of patrimonial analysis and dedicated tools.
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationRelationship-buildingSalesNegotiation
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