Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Vendôme (41) (BLOIS, 41, FR, 41000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Wealth management advisor with at least 3 years of experience will prospect and advise high-net-worth clients, develop a local client base, and collaborate with Allianz’s multi-specialist wealth management network to deliver tailored financial solutions in person at clients’ homes or workplaces.

Location: France

Workplace: Onsite

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of high-end and ultra-high-net-worth clients
•Develop and manage a network of partners and prescribers
•Retain and support clients in defining their wealth objectives
•Offer tailored wealth advice and solutions using tools like Big Expert
•Serve as the primary point of contact for private clients at their home or workplace

Key Requirements

•At least 3 years of experience in wealth management
•Very good mastery of patrimonial analysis and dedicated tools
•Ability to provide tailored patrimonial advice and solutions
•Experience meeting clients at their home or workplace
•Develop and manage a high-quality client portfolio

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationCustomer focusRelationship managementNegotiationInterpersonal

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

Loading job details...

Preparing the role view and application actions.

Allianz

3 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Vendôme (41) (BLOIS, 41, FR, 41000)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and grow a portfolio of high-end and ultra-high-net-worth clients
•Develop and manage a network of partners and prescribers
•Retain and support clients in defining their wealth objectives
•Offer tailored wealth advice and solutions using tools like Big Expert
•Serve as the primary point of contact for private clients at their home or workplace

Key Requirements

•At least 3 years of experience in wealth management
•Very good mastery of patrimonial analysis and dedicated tools
•Ability to provide tailored patrimonial advice and solutions
•Experience meeting clients at their home or workplace
•Develop and manage a high-quality client portfolio

Experience:3+ yearsWealth managementFinancial services

Skills:CommunicationCustomer focusRelationship managementNegotiationInterpersonal

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