Allianz

1 month ago

Manager Commercial en Gestion de Patrimoine (H/F) - La Rochelle

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Lead a team of 10-13 wealth-management advisors within Allianz Expertise et Conseil to grow the client base and achieve commercial objectives. Drive multi-channel sales activities, ensure compliance with activity standards, collaborate with regional leadership, and develop high-end client portfolios across the Patrimoine and Protection Sociale markets.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Manager level

Key Responsibilities

•Lead and manage an team of 10 to 13 wealth-management advisers, ensuring they meet professional standards and performance targets.
•Coordinate with regional leadership and the sales support teams to align on objectives and actions.
•Develop collective and individual activities to achieve set goals while maintaining high service levels for clients.
•Oversee recruitment and onboarding of new advisers to maintain target team size and capabilities.
•Foster cross-functional collaboration with Protection Sociale and commercial animation teams to optimize market coverage.

Key Requirements

•Must have experience leading a sales team (10-13 advisors) in wealth management or financial services.
•Proven ability to develop and implement commercial strategies to meet or exceed targets.
•Strong leadership, teamwork, and communication skills with a collaborative mindset.
•Good analytical ability to assess markets, clients, and performance to drive action.
•Knowledge of the wealth management product suite and regulatory context is a plus.

Experience:Wealth managementFinancial services

Skills:LeadershipCommunicationTeam managementAnalytical thinkingDecision making

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

Manager Commercial en Gestion de Patrimoine (H/F) - La Rochelle

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Manager level

Key Responsibilities

•Lead and manage an team of 10 to 13 wealth-management advisers, ensuring they meet professional standards and performance targets.
•Coordinate with regional leadership and the sales support teams to align on objectives and actions.
•Develop collective and individual activities to achieve set goals while maintaining high service levels for clients.
•Oversee recruitment and onboarding of new advisers to maintain target team size and capabilities.
•Foster cross-functional collaboration with Protection Sociale and commercial animation teams to optimize market coverage.

Key Requirements

•Must have experience leading a sales team (10-13 advisors) in wealth management or financial services.
•Proven ability to develop and implement commercial strategies to meet or exceed targets.
•Strong leadership, teamwork, and communication skills with a collaborative mindset.
•Good analytical ability to assess markets, clients, and performance to drive action.
•Knowledge of the wealth management product suite and regulatory context is a plus.

Experience:Wealth managementFinancial services

Skills:LeadershipCommunicationTeam managementAnalytical thinkingDecision making

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