Allianz

1 month ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

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

Website LinkedIn

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Allianz

1 month ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

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

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