at Allianz
OtherPosted 3 months ago
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Allianz is seeking an experienced Wealth Management Advisor (Conseiller en Gestion de Patrimoine Expérimenté) to service high-net-worth clients, focusing on wealth analysis and bespoke planning. The role requires significant experience in wealth management (ideally at least 3 years) and strong analytical skills with dedicated tools. You will provide proactive, needs-based advisory at clients' homes or workplaces and build a personalized approach with sales methodology. Responsibilities include developing and managing a high-end client portfolio, expanding partner networks, and delivering tailored wealth solutions using Allianz's suite of products and services.
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- France
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Conseiller en Gestion de Patrimoine Expriment H/F - Montceau les mines (71)
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 ?
Vous avez la volont d'apprendre et d'explorer comment l'intelligence artificielle (IA) peut amliorer votre rle dans votre activit commerciale ?
Alors rencontrons nous !
Chez Allianz, nous sommes convaincus de la valeur et de la richesse apportes par toutes les diversits, et nous encourageons les collaborateurs tre acteurs de linclusion dans lentreprise.
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