Conseiller Expérimenté en Gestion de Patrimoine H/F - Luçon (85) (NIORT, 79, FR, 79000)

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

Experienced wealth management advisor responsible for developing high-net-worth client portfolios, delivering personalized patrimonial analyses, and guiding clients at their home or workplace. You will expand the client base, build a partner network, and provide tailored financial solutions across Allianz’s wealth and protection offerings, leveraging proprietary tools to support client objectives.

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FursaFursa
Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Luçon (85) (NIORT, 79, FR, 79000)

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Job Summary

Experienced wealth management advisor responsible for developing high-net-worth client portfolios, delivering personalized patrimonial analyses, and guiding clients at their home or workplace. You will expand the client base, build a partner network, and provide tailored financial solutions across Allianz’s wealth and protection offerings, leveraging proprietary tools to support client objectives.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop and grow a portfolio of high-end clients through proactive outreach and personalized advice
  • •Manage client relationships by visiting clients at home or work and tailoring solutions to their needs
  • •Build and maintain a network of partners and referrers to fuel growth
  • •Provide asset management and financial planning services across Allianz’s product ranges (life, savings, retirement, real estate)
  • •Offer bespoke patrimonial solutions and support clients in defining objectives amid regulatory and tax changes

Key Requirements

  • •Minimum 3 years of experience in wealth management
  • •Strong expertise in patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •Proven ability to develop and manage a portfolio of high-end clients
  • •Ability to meet clients at their home or workplace and provide personalized advice
  • •Develop and maintain a network of partners and referrers
Experience:3+ yearsWealth managementFinance
Skills:CommunicationNegotiationCustomer focus
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