Conseiller en Gestion de Patrimoine (H/F) (PUTEAUX, 92, FR, 92800)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Negotiation","Client relationship","Sales","Team collaboration"]

Join Allianz’s multi-specialist Wealth Management and Protection Social network as a client-focused advisor. You will travel to clients’ homes or workplaces to provide personalized wealth guidance, grow a high-end portfolio, build a partner network, and tailor solutions to evolving legal and tax changes using asset balance tools. You’ll contribute to a leading financial services company with strong sales development and training opportunities.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine (H/F) (PUTEAUX, 92, FR, 92800)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Join Allianz’s multi-specialist Wealth Management and Protection Social network as a client-focused advisor. You will travel to clients’ homes or workplaces to provide personalized wealth guidance, grow a high-end portfolio, build a partner network, and tailor solutions to evolving legal and tax changes using asset balance tools. You’ll contribute to a leading financial services company with strong sales development and training opportunities.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High Net Worth and Ultra High Net Worth clients through proactive acquisition
  • •Develop and manage your network of partners and referees/prescribers
  • •Retain and support clients in reflecting on and defining their patrimonial objectives
  • •Provide bespoke patrimonial advice and solutions tailored to client needs and changes in legislation and tax
  • •Benefit from structured integration path and ongoing training to enhance sales excellence

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

  • •Develop and grow a portfolio of High Net Worth and Ultra High Net Worth clients through proactive acquisition
  • •Develop and manage your network of partners and referees/ prescribers
  • •Retain and support clients in reflecting on and defining their patrimonial objectives
  • •Provide bespoke patrimonial advice and solutions tailored to client needs and changes in legislation and tax
  • •Benefit from structured integration path, training and a performance-based reward system
Experience:Wealth managementFinancial services
Skills:CommunicationNegotiationClient relationshipSalesTeam collaboration
Languages:French

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