Conseiller Expérimenté en Gestion de Patrimoine H/F - Guéret (23) (LIMOGES, 87, FR, 87280)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Relationship-building","Sales","Empathy","Negotiation"]

An experienced wealth management advisor focused on private clients, delivering personalized financial planning and a full suite of Allianz products. You will visit clients at their home or workplace, build and manage a high-end portfolio, and leverage Allianz’s multi-specialist resources to help clients achieve long-term patrimonial goals.

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Allianz
Allianz
6 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Guéret (23) (LIMOGES, 87, FR, 87280)

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Last checked: 17 hours agoStatus: Live

Job Summary

An experienced wealth management advisor focused on private clients, delivering personalized financial planning and a full suite of Allianz products. You will visit clients at their home or workplace, build and manage a high-end portfolio, and leverage Allianz’s multi-specialist resources to help clients achieve long-term patrimonial goals.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Develop and conquer a portfolio of high-end and ultra-high-net-worth clients
  • •Develop and manage your network of partners and prescribers
  • •Retain and accompany clients in evaluating and defining their patrimonial objectives
  • •Propose tailored patrimonial advice and solutions based on clients’ needs and legal/tax changes using patrimonial assessment tools (Big Expert)
  • •Be the sole point of contact for a private client at their home or workplace

Key Requirements

  • •Experience in wealth management (at least 3 years)
  • •Strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •Ability to visit clients at their domicile or workplace
  • •Ability to develop and manage a portfolio for high-end/high-net-worth clients
  • •Ability to build and manage a network of partners and prescribers
Experience:3+ yearsWealth managementFinanceBanking
Skills:CommunicationRelationship-buildingSalesEmpathyNegotiation
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