at Allianz
OtherPosted 2 months ago
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Join Allianz's leading multi-specialist wealth management network and provide bespoke patrimonial advice to a private client base. You will build and manage a portfolio of high-end clients, expand your network of partners and prescribers, and deliver tailored wealth-management solutions using tools such as Big Expert. The role involves meeting clients at their homes or workplaces, adopting a needs-based approach to define objectives, and proactively supporting their patrimonial planning. This is a permanent, full-time position based in the Marseille region (Istres) with opportunities to work across two locations.
- Compensation
- Not specified
- City
- Istres, Marseille
- Country
- France
Currency: Not specified
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Conseiller en Gestion de Patrimoine Expriment H/F - Istres (13)
Conseiller en Gestion de Patrimoine Expriment H/F - Istres (13)
Description
- Vous souhaitez rejoindre le 1er rseau salari multi-spcialiste en Gestion de Patrimoine et en Protection Sociale ?
Nous recherchons un/une Conseiller(e) spcialis(e) en Gestion de Patrimoine, ayant une exprience significative dans lidal au moins 3 ans dans le domaine de la Gestion de Patrimoine et une trs bonne maitrise de lanalyse patrimoniale et des outils ddis.
Nos Conseiller(e)s spcialis(e)s en Gestion de Patrimoine apportent un conseil de proximit en se dplaant au domicile ou sur le lieu de travail de leurs clients et un conseil personnalis avec une mthode de vente base sur une approche des besoins et une vision prospective.
- Quelles seront vos missions ?
Vous serez linterlocuteur unique dune clientle prive et vos missions consisteront :
- Dvelopper par la conqute un portefeuille dune clientle Haut de Gamme et Trs Haut de Gamme
- Dvelopper et grer votre rseau de partenaires et prescripteurs
- Fidliser et accompagner nos clients dans la rflexion et la dfinition de leurs objectifs patrimoniaux
- Proposer des conseils et des solutions patrimoniales sur-mesure adaptes leurs besoins et aux changements lgislatifs et fiscaux laide doutils de bilans patrimoniaux (Big Expert)
Parce que la situation patrimoniale et les objectifs d'un client sont uniques, Allianz propose des solutions personnalises et adaptes et s'appuie sur toutes les expertises Vie et Services Financiers du Groupe Allianz :
- Epargne, Placement, Prvoyance, Retraite avec Allianz Vie
- Offre bancaire complte avec Allianz Banque
- Gestion financire avec Allianz Global Investors France
- Immobilier, direct et indirect avec Allianz Immovalor, Crdit Foncier Immobilier, Pierre & Vacances et Histoire & Patrimoine
- Quels sont nos avantages ?
- Un parcours dintgration oprationnelle pour gagner en expertise sur nos gammes de produits et nos mthodes de vente de vente Allianz Sales Excellence
- Un accompagnement financier lembauche
- Une rmunration attractive qui rcompense vos performances commerciales
- De nombreux avantages sociaux (dispositifs de retraite, sant et prvoyance complets et performants, pargne salariale et offres salaris...)
- Un dveloppement de vos comptences tout au long de votre carrire avec des formations diplmantes (Skema)
- Et maintenant ?
Vous souhaitez rejoindre une quipe dynamique au sein dune entreprise leader dans son domaine ?
Alors rencontrons nous ! .
Chez Allianz, nous sommes convaincus de la valeur et de la richesse apporte par toutes les diversits, et nous encourageons les collaborateurs tre acteurs de linclusion dans lentreprise.
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