4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Noyon (60) (LA CROIX ST OUEN, 60, FR, 60610)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

We are seeking an experienced Wealth Management Advisor to join Allianz Distribution and Distribution Expertise, delivering personalized wealth and protection guidance to high-net-worth clients. The role emphasizes proximity advisory work, client portfolio development, and leveraging Allianz’s full product suite to meet evolving tax and regulatory needs.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Develop a portfolio of High End and Ultra-High Net Worth clients through targeted prospecting and service delivery.
•Expand and manage your network of partners and referrers to drive client acquisition and retention.
•Loyalize and support clients in identifying patrimonial objectives and evolving plans over time.
•Provide tailored patrimonial advice and solutions using Allianz products (life, savings, retirement, etc.) and patrimonial balance tools.
•Serve as the sole point of contact for private clients, delivering proactive, needs-based consultations on patrimonial strategies.

Pay and Benefits

Perks:Health InsuranceRetirementPension

Key Requirements

•3+ years of experience in wealth management with a strong track record
•excellent mastery of patrimonial analysis and dedicated tools
•ability to meet clients at home or at their workplace with a personalized, needs-based sales approach
•ability to develop and manage a portfolio of high-end and ultra-high-net-worth clients
•strong communication and relationship-building skills

Experience:3+ yearsWealth managementPatrimoine

Skills:CommunicationRelationship-buildingNegotiationCustomer serviceSales

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

Website LinkedIn

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Allianz

4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Noyon (60) (LA CROIX ST OUEN, 60, FR, 60610)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Manager level

Key Responsibilities

•Develop a portfolio of High End and Ultra-High Net Worth clients through targeted prospecting and service delivery.
•Expand and manage your network of partners and referrers to drive client acquisition and retention.
•Loyalize and support clients in identifying patrimonial objectives and evolving plans over time.
•Provide tailored patrimonial advice and solutions using Allianz products (life, savings, retirement, etc.) and patrimonial balance tools.
•Serve as the sole point of contact for private clients, delivering proactive, needs-based consultations on patrimonial strategies.

Pay and Benefits

Perks:Health InsuranceRetirementPension

Key Requirements

•3+ years of experience in wealth management with a strong track record
•excellent mastery of patrimonial analysis and dedicated tools
•ability to meet clients at home or at their workplace with a personalized, needs-based sales approach
•ability to develop and manage a portfolio of high-end and ultra-high-net-worth clients
•strong communication and relationship-building skills

Experience:3+ yearsWealth managementPatrimoine

Skills:CommunicationRelationship-buildingNegotiationCustomer serviceSales

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

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

Website LinkedIn