Allianz

4 weeks ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

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

Website LinkedIn

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Allianz

4 weeks ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

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

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