Conseiller en Gestion de Patrimoine Expérimenté H/F - Dijon (21) (FR)

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

Experienced Wealth Management Advisor responsible for developing a high-end client portfolio in private wealth, providing proactive, personalized financial guidance across savings, investments, and protection solutions. You will meet clients at home or on-site, build a trusted relationship, and leverage Allianz’s multi-expert product range to tailor strategies for Haut de Gamme clients in the Dijon area.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Dijon (21) (FR)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experienced Wealth Management Advisor responsible for developing a high-end client portfolio in private wealth, providing proactive, personalized financial guidance across savings, investments, and protection solutions. You will meet clients at home or on-site, build a trusted relationship, and leverage Allianz’s multi-expert product range to tailor strategies for Haut de Gamme clients in the Dijon area.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and expand a portfolio of High End and Very High End clients through prospecting and close collaboration with clients.
  • •Build and manage your network of partners and referrers to support growth.
  • •Counsel and accompany clients in shaping patrimonial objectives and strategies with tailored recommendations.
  • •Provide bespoke patrimonial advice and solutions adapted to clients’ needs and changes in legislation and tax rules using patrimonial balance tools (Big Expert).
  • •Act as the primary point of contact for private clients, delivering proximate, personalized service at clients’ homes or workplaces.

Key Requirements

  • •3+ years of experience in wealth management with strong expertise in patrimonial analysis and dedicated tools
  • •proven ability to develop and manage a portfolio of high-end clients and prospects
  • •strong client-facing and advisory skills, with a service approach based on client needs and forward-looking planning
  • •comfortable traveling to client homes or workplaces to deliver personalized advice
  • •familiarity with tools used for patrimonial analysis and reporting (e.g., Big Expert)
Experience:3+ yearsWealth managementFinancial servicesPatrimoine
Skills:Client relationshipCommunicationSalesNegotiationProblem-solving
Languages:French
Tech Stack:Big ExpertCRM

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