4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Châlons-en-Champagne (51) (BEZANNES, 51, FR, 51340)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Experienced wealth management advisor responsible for developing high-net-worth portfolios, providing personalized patrimonial guidance, and expanding the client base across private and professional clients. You will visit clients at home or on-site, delivering tailored financial solutions utilizing the group’s range of Allianz assets and tools.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of High End and Ultra High Net Worth clients through prospecting and recommendations.
•Build and manage your network of partners and referees to expand the client base.
•Loyalize and support clients in defining patrimonial objectives and adapt solutions to regulatory and fiscal changes.
•Propose customized patrimonial advice and solutions using tools such as Big Expert to support financial decisions.

Key Requirements

•Significant experience in wealth management with at least 3 years in the field and strong mastery of patrimonial analysis and dedicated tools.

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationClient relationshipProblem-solvingEmpathy

Languages:French

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 - Châlons-en-Champagne (51) (BEZANNES, 51, FR, 51340)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of High End and Ultra High Net Worth clients through prospecting and recommendations.
•Build and manage your network of partners and referees to expand the client base.
•Loyalize and support clients in defining patrimonial objectives and adapt solutions to regulatory and fiscal changes.
•Propose customized patrimonial advice and solutions using tools such as Big Expert to support financial decisions.

Key Requirements

•Significant experience in wealth management with at least 3 years in the field and strong mastery of patrimonial analysis and dedicated tools.

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationNegotiationClient relationshipProblem-solvingEmpathy

Languages:French

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