Conseiller Expérimenté en Gestion de Patrimoine H/F - Thonon-les-Bains (74) (ANNECY, 74, FR, 74000)

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

Experienced wealth management advisor focused on building and managing portfolios for high-net-worth clients. You will deliver personalized financial solutions, perform patrimonial analyses, and travel to clients’ homes or workplaces to provide proximate, needs-based guidance using Allianz’s multi-specialist product platforms.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Thonon-les-Bains (74) (ANNECY, 74, FR, 74000)

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Job Summary

Experienced wealth management advisor focused on building and managing portfolios for high-net-worth clients. You will deliver personalized financial solutions, perform patrimonial analyses, and travel to clients’ homes or workplaces to provide proximate, needs-based guidance using Allianz’s multi-specialist product platforms.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of High Net Worth and Ultra High Net Worth clients through proactive acquisition and relationship-building.
  • •Expand and maintain a network of partners and prescribers to grow client base and referrals.
  • •Fidéliser and guide clients in defining patrimonial objectives and adapting plans to legislative and fiscal changes.
  • •Provide personalized patrimonial advice and tailored solutions using Allianz product suites (life, savings, real estate, financial management).
  • •Travel to client homes or workplaces to deliver proximity-based advisory services and ensure client satisfaction.
Travel: Low travel

Key Requirements

  • •Minimum 3 years of experience in wealth management
  • •Strong mastery of patrimonial analysis and dedicated tools (e.g., Big Expert)
  • •Proactive ownership of client portfolio development and advisory process
  • •Ability to travel to client locations and work at client sites
  • •Excellent interpersonal skills and client-centric selling approach
Experience:3+ yearsWealth managementPatrimoineFinance
Skills:CommunicationNegotiationRelationship-building
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