Conseiller Expérimenté en Gestion de Patrimoine H/F - Vesoul/Gray (70) (FR)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Negotiation","Customer focus","Sales","Prospecting"]

Seasoned wealth management advisor responsible for building and managing a high-net-worth client portfolio, with in-person client visits and personalized financial planning. Will develop partnerships, deliver tailored patrimonial solutions, and utilize Allianz tools to assess and meet client goals in a multi-specialist wealth management network.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Vesoul/Gray (70) (FR)

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Last checked: 8 hours agoStatus: Live

Job Summary

Seasoned wealth management advisor responsible for building and managing a high-net-worth client portfolio, with in-person client visits and personalized financial planning. Will develop partnerships, deliver tailored patrimonial solutions, and utilize Allianz tools to assess and meet client goals in a multi-specialist wealth management network.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and grow a portfolio of High-End and Very High Net Worth clients through conquest of new business.
  • •Develop and manage your network of partners and referrers.
  • •Retain and support clients in shaping and defining their patrimonial objectives.
  • •Provide personalized patrimonial advice and solutions using tools such as Big Expert to address evolving regulatory and tax changes.
  • •Act as the sole interlocutor for a private client base, delivering proximate, needs-based consulting at the client’s home or workplace.

Pay and Benefits

Perks:Health InsuranceRetirementLearning BudgetSavings Plan

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationNegotiationCustomer focusSalesProspecting
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