Conseiller en Gestion de Patrimoine Expérimenté H/F - Bar-Le-Duc (55) (Nancy, FR)

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

Experienced wealth management advisor with a focus on personalized financial planning. You will build and manage a high-end client portfolio, travel to clients’ homes or workplaces, and leverage Allianz’s multi-disciplinary resources to deliver tailored patrimonial solutions using tools like Big Expert while developing a local network of partners.

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Allianz
Allianz
2 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Bar-Le-Duc (55) (Nancy, FR)

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Job Summary

Experienced wealth management advisor with a focus on personalized financial planning. You will build and manage a high-end client portfolio, travel to clients’ homes or workplaces, and leverage Allianz’s multi-disciplinary resources to deliver tailored patrimonial solutions using tools like Big Expert while developing a local network of partners.
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 clients through proactive acquisition and ongoing advisory services.
  • •Foster and expand your network of partners and referral sources to grow the client base and cross-sell Allianz offerings.
  • •Fideliser and guide clients in defining patrimonial objectives and reflecting legislative and tax changes in tailored solutions.
  • •Provide personalized patrimonial advice and solutions using Allianz family of products (life insurance, banking, investments, real estate) with the aid of valuation tools.
  • •Deliver on-site client service by visiting clients at home or workplace and maintain proximity-based client relations.
Travel: Low travel

Key Requirements

  • •Minimum of 3 years in wealth management with strong patrimonial analysis and experience using dedicated tools (e.g., Big Expert)
  • •Ability to conduct client consultations at domicile or on-site with a personalized sales approach based on needs and future planning
  • •Proven ability to develop and manage a high-end client portfolio and to build a network of partners and referral sources
  • •Strong communication and interpersonal skills with a customer-centric mindset
  • •Willingness to travel to client locations and to represent Allianz in local markets
Experience:3+ yearsWealth managementFinancial services
Skills:CommunicationCustomer focusNegotiationRelationship buildingSales
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