Conseiller en Gestion de Patrimoine Expérimenté H/F - Chartres (28) (CHARTRES, 28, FR, 28000)

Allianz
France
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsSkills: ["Communication","Client relationship","Analytical thinking"]

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial advice, and managing a network of partners. Works onsite in Chartres, providing proximity service to private clients and leveraging Allianz’s multi-specialist wealth management offerings to meet evolving regulatory and fiscal changes.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Chartres (28) (CHARTRES, 28, FR, 28000)

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Job Summary

Experienced wealth management advisor responsible for developing a high-end client portfolio, delivering personalized patrimonial advice, and managing a network of partners. Works onsite in Chartres, providing proximity service to private clients and leveraging Allianz’s multi-specialist wealth management offerings to meet evolving regulatory and fiscal changes.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop by conquest 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 defining patrimonial objectives
  • •Propose tailored patrimonial advice and solutions to meet client needs and regulatory/tax changes using patrimonial balance tools (Big Expert)

Key Requirements

  • •3+ years of experience in wealth management and strong command of patrimonial analysis and dedicated tools
  • •Experience working with private clients and professionals via domiciled or workplace visits
  • •Ability to develop and manage a high-end client portfolio and a network of partners/prescribers
  • •Experience in advising and tailoring patrimonial solutions to regulatory and tax changes
  • •Proficiency with patrimonial balance tools (Big Expert)
Experience:3+ yearsFinancial servicesWealth management
Skills:CommunicationClient relationshipAnalytical thinking
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