Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Dié-des-Vosges (88) (VILLERS LES NANCY, 54, FR, 54600)

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

Experienced wealth management advisor role within Allianz’s multi-specialist distribution network, serving private and professional clients. You will manage a high-net-worth portfolio, advise on patrimonial analysis, and deliver personalized wealth solutions using Allianz product suites. The position emphasizes proximity to clients (home or workplace), network development, and a client-centric sales approach in a dynamic financial services environment.

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Allianz
Allianz
4 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Saint-Dié-des-Vosges (88) (VILLERS LES NANCY, 54, FR, 54600)

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Last checked: 14 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role within Allianz’s multi-specialist distribution network, serving private and professional clients. You will manage a high-net-worth portfolio, advise on patrimonial analysis, and deliver personalized wealth solutions using Allianz product suites. The position emphasizes proximity to clients (home or workplace), network development, and a client-centric sales approach in a dynamic financial services environment.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Develop and expand a portfolio of High Net Worth and Ultra High Net Worth clients through proactive prospecting and client engagement.
  • •Build and manage your network of partners and introducers to drive business growth.
  • •Fideliser and guide clients in defining their wealth objectives and strategies, adapting to regulatory and tax changes using patrimonial balance tools.
  • •Serve as the sole interlocutor for private clients, delivering personalized advice and wealth management solutions.
  • •Leverage Allianz’s product suite (life, savings, retirement, real estate, etc.) to tailor comprehensive wealth plans and deliver value to clients.

Key Requirements

  • •At least 3 years of experience in wealth management and a strong mastery of patrimonial analysis and specialized tools
  • •Experience delivering personalized wealth guidance to private/professional clients
  • •Proven ability to develop and manage a high-net-worth portfolio and to expand the partner/prescriber network
  • •Ability to work client-facing at clients’ homes or workplaces with a needs-based sales approach
  • •Strong communication skills and a proactive, proactive client service mindset
Experience:3+ yearsWealth managementFinancial planning
Skills:Client relationsSalesCommunicationProblem-solvingRelationship building
Languages:French
Tech Stack:Big Expert

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