Conseiller en Gestion de Patrimoine Expérimenté H/F - Secteur 56 - Morbihan (VANNES, 56, FR, 56000)

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

Experienced wealth management advisor responsible for developing and managing a high-net-worth client portfolio, delivering personalized patrimonial advice, and proactively sourcing clients through a network of partners and referrals. Field-based role offering home and on-site client meetings, using dedicated tools to analyze clients’ patrimonial needs and provide tailored solutions within Allianz’s multi-specialist asset protection framework.

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Allianz
Allianz
3 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Secteur 56 - Morbihan (VANNES, 56, FR, 56000)

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Job Summary

Experienced wealth management advisor responsible for developing and managing a high-net-worth client portfolio, delivering personalized patrimonial advice, and proactively sourcing clients through a network of partners and referrals. Field-based role offering home and on-site client meetings, using dedicated tools to analyze clients’ patrimonial needs and provide tailored solutions within Allianz’s multi-specialist asset protection framework.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of private and high-net-worth clients with a proactive acquisition approach.
  • •Meet clients at home or on-site to understand their patrimonial needs and provide personalized advice.
  • •Provide tailored patrimonial solutions using Allianz Vie, Allianz Banque, Allianz Global Investors France, and other Allianz group offerings.
  • •Develop and manage a network of partners and referrers to grow the client base and maintain client relationships.
  • •Use dedicated tools (e.g., Big Expert) to analyze and quantify client patrimonial objectives and propose solutions in line with legislative and tax changes.
Travel: Low travel

Key Requirements

  • •Minimum 3 years of experience in wealth management
  • •Strong skills in patrimonial analysis and proficiency with patrimonial tools (e.g., Big Expert)
  • •Ability to advise private clients with a needs-based, forward-looking approach
  • •Proven ability to develop and manage a high-end client portfolio and to build a network of partners and referees
  • •Experience delivering on-site or home visits and tailoring financial solutions to client needs
Experience:3+ yearsWealth managementFinancial servicesInsurance
Skills:CommunicationRelationship-buildingSalesPersuasionCustomer focus
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