Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint Malo (35) (RENNES, 35, FR, 35000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Customer focus","Client relationship","Negotiation","Problem-solving"]

Experienced Wealth Management Advisor role based in Rennes/St Malo, responsible for managing high-net-worth client portfolios, delivering personalized patrimonial advice and coordinating proactive on-site client engagements. You will analyze client patrimony, propose tailored financial solutions across Allianz Vie, Allianz Banque and related services, and expand a high-end client base through a proximity advisory approach.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Saint Malo (35) (RENNES, 35, FR, 35000)

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Job Summary

Experienced Wealth Management Advisor role based in Rennes/St Malo, responsible for managing high-net-worth client portfolios, delivering personalized patrimonial advice and coordinating proactive on-site client engagements. You will analyze client patrimony, propose tailored financial solutions across Allianz Vie, Allianz Banque and related services, and expand a high-end client base through a proximity advisory approach.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Develop and grow a portfolio of high-end and ultra-high-net-worth clients
  • •Develop and manage your network of partners and referral sources
  • •Loyalize and accompany clients in reflecting and defining their patrimonial objectives
  • •Provide tailored patrimonial advice and solutions aligned with clients' needs and changes in legislation and taxation using patrimonial assessment tools
  • •Serve as the sole point of contact for a private clientele, delivering proximity-based advisory services either at the client's home or workplace

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

  • •At least 3 years of experience in wealth management with strong expertise in patrimonial analysis and dedicated tools
  • •Ability to advise a private client base with personalized solutions and a needs-based sales approach
  • •Experience in developing and managing a portfolio of high-net-worth and ultra-high-net-worth clients
  • •Willingness to travel to clients’ homes or workplaces to provide proximity advisory services
  • •Strong knowledge of legislative and fiscal changes affecting patrimonial planning
Experience:3+ yearsWealth managementFinanceRetail banking
Skills:CommunicationCustomer focusClient relationshipNegotiationProblem-solving
Languages:French
Tech Stack:Big ExpertPatrimonial analysis tools

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