Conseiller en Gestion de Patrimoine Expérimenté H/F - Vichy (03) (VICHY, 03, FR, 03200)

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

Seeking an experienced wealth management advisor to serve private and professional clients in the Vichy area. You will develop and manage a high-end clientele portfolio, travel to client homes or workplaces, and provide personalized financial plans using dedicated wealth tools. 3+ years in wealth management and strong patrimonial analysis skills are required to deliver tailored guidance.

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Allianz
Allianz
6 months ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Vichy (03) (VICHY, 03, FR, 03200)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Seeking an experienced wealth management advisor to serve private and professional clients in the Vichy area. You will develop and manage a high-end clientele portfolio, travel to client homes or workplaces, and provide personalized financial plans using dedicated wealth tools. 3+ years in wealth management and strong patrimonial analysis skills are required to deliver tailored guidance.
Location: France
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Develop and manage a portfolio of Haut de Gamme and Très Haut de Gamme clients.
  • •Develop and manage your network of partners and prescribers.
  • •Fideliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux.
  • •Proposer des conseils et des solutions patrimoniales sur-mesure adaptées à leurs besoins et aux changements législatifs et fiscaux.
  • •Être l’interlocuteur unique d’une clientèle privée et conseiller sur mesure lors des rendez-vous à domicile ou sur le lieu de travail.

Key Requirements

  • •3+ years of experience in wealth management
  • •strong mastery of patrimonial analysis and dedicated tools
  • •ability to visit clients at their home or workplace for personalized guidance
  • •develop and manage a portfolio of high-end and ultra-high-net-worth clients
  • •proven ability to build and maintain client relationships and networks
Experience:3+ yearsFinance
Skills:CommunicationNegotiationClient focusRelationship buildingPresentation
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