Conseiller en Gestion de Patrimoine Expérimenté H/F - Tours (37) (TOURS, 37, FR, 37000)

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

Experienced wealth management advisor based in Tours, joining Allianz's multi-specialist network. You will maintain proximity client relationships, perform patrimonial analyses with dedicated tools, and develop tailored wealth solutions for private and professional clients as part of Allianz Expertise et Conseil.

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FursaFursa
Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Tours (37) (TOURS, 37, FR, 37000)

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Last checked: 17 hours agoStatus: Live

Job Summary

Experienced wealth management advisor based in Tours, joining Allianz's multi-specialist network. You will maintain proximity client relationships, perform patrimonial analyses with dedicated tools, and develop tailored wealth solutions for private and professional clients as part of Allianz Expertise et Conseil.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of High Net Worth and Ultra High Net Worth clients.
  • •Develop and manage your network of partners and referrers.
  • •Retain and support clients in refining and defining their patrimonial objectives.
  • •Propose customized patrimonial advice and solutions aligned with client needs and evolving regulatory changes using patrimonial analysis tools.
  • •Serve as the primary interlocutor for private clients, delivering proximate, personalized service.

Key Requirements

  • •At least 3 years of experience in wealth management.
  • •Very good mastery of patrimonial analysis and related tools (e.g., Big Expert).
  • •Experience advising private clients and/or professionals.
  • •Ability to provide proximity advisory by visiting clients at their home or workplace.
  • •Strong communication and relationship-building skills.
Experience:3+ yearsFinance
Skills:CommunicationInterpersonal skillsProblem-solving
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