Conseiller Expérimenté en Gestion de Patrimoine H/F - Lyon (69) (FR)

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

Experience in wealth management advising, responsible for developing high-net-worth client portfolios, performing patrimonial analyses, and offering tailored patrimonial solutions across Allianz product lines. The role involves meeting private or professional clients at home or on-site in Lyon, delivering proactive guidance and leveraging Allianz tools to align with evolving regulatory and tax changes.

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FursaFursa
Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Lyon (69) (FR)

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Last checked: 16 hours agoStatus: Live

Job Summary

Experience in wealth management advising, responsible for developing high-net-worth client portfolios, performing patrimonial analyses, and offering tailored patrimonial solutions across Allianz product lines. The role involves meeting private or professional clients at home or on-site in Lyon, delivering proactive guidance and leveraging Allianz tools to align with evolving regulatory and tax changes.
Location: Lyon
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop a portfolio of High End and Ultra High End clients through proactive outreach and tailored patrimonial solutions
  • •Build and manage a network of partners and prescribers to grow client base and referrals
  • •Fidelize and accompany clients in defining and revising patrimonial goals and objectives
  • •Propose customized patrimonial advice and solutions aligned with legal and fiscal changes using patrimonial balance tools (Big Expert)
  • •Serve as the sole interlocutor for private clients, delivering proximate, personalized service on-site or at clients’ homes

Key Requirements

  • •Minimum 3 years of experience in wealth management with strong mastery of patrimonial analysis and dedicated tools (Big Expert)
  • •Proven ability to develop and manage a portfolio of high-end and ultra-high-net-worth clients
  • •Experience delivering proximate, personalized advice by visiting client homes or workplaces
  • •Ability to build and maintain a network of partners and introducers
  • •Strong client-focused selling approach and ability to adapt advice to legislative and tax changes
Experience:3+ yearsWealth managementFinance
Skills:CommunicationRelationship buildingClient focusNegotiationPresentation
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