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

Allianz
France
Workplace: OnsiteFull timeFunction: SalesSkills: ["Leadership","Communication","Team management","Analytical thinking","Decision making"]

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.

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Allianz
Allianz
2 months ago

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

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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
WebsiteLinkedIn