Conseiller Expérimenté en Gestion de Patrimoine H/F - Poitiers (86) (CHASSENEUIL DU POITOU, 86, FR, 86360)

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

An experienced wealth management advisor in Allianz’s multi-specialist network, focusing on high-net-worth clients. Responsibilities include building a premium portfolio, growing a network of partners, advising on personalized wealth strategies, and using dedicated tools to analyze and plan patrimonial objectives, with client visits at home or on-site to tailor financial solutions.

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Allianz
Allianz
4 months ago

Conseiller Expérimenté en Gestion de Patrimoine H/F - Poitiers (86) (CHASSENEUIL DU POITOU, 86, FR, 86360)

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Last checked: 14 hours agoStatus: Live

Job Summary

An experienced wealth management advisor in Allianz’s multi-specialist network, focusing on high-net-worth clients. Responsibilities include building a premium portfolio, growing a network of partners, advising on personalized wealth strategies, and using dedicated tools to analyze and plan patrimonial objectives, with client visits at home or on-site to tailor financial solutions.
Location: Dubai, France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop a portfolio of High End and Very High End clients through acquisition
  • •Build and manage your network of partners and prescribers
  • •Foster client loyalty by guiding them in wealth objectives and planning
  • •Provide bespoke wealth advice and solutions tailored to needs and regulatory changes using patrimonial assessment tools
  • •Travel to clients’ homes or workplaces to deliver personalized service and guidance

Key Requirements

  • •At least 3 years experience in wealth management
  • •Strong mastery of patrimonial analysis and dedicated tools
  • •Ability to advise clients with a personalized approach and needs-based selling
  • •Experience conducting client meetings at client homes or workplaces
  • •Develop and manage a portfolio of High-End and Very High Net Worth clients
Experience:3+ yearsFinanceWealth management
Skills:CommunicationRelationship-buildingClient managementNegotiationProblem-solving
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