Conseiller Expérimenté en Gestion de Patrimoine H/F - Châlons-en-Champagne
Listed on 2026-07-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Location: Arcadia
Join The Leading Network In Wealth Management And Social Protection
We are looking for a specialized Advisor in Wealth Management, with significant experience ideally at least 3 years in the field of Wealth Management and a strong command of wealth analysis and dedicated tools.
Our specialized Advisors in Wealth Management provide close advice by visiting clients at their homes or workplaces and personalized advice with a sales method based on an approach to needs and a prospective vision.
What Will Be Your Missions?You will be the main contact for private clients and your missions will include:
- Developing a high-end and ultra-high-end clientele portfolio
- Developing and managing your network of partners and prescribers
- Loyalty and support to our clients in reflecting and defining their wealth objectives
- Providing tailored wealth advice and solutions adapted to their needs and changes in legislation and tax laws using tools for wealth assessments (Big Expert)
Because each client's wealth situation and objectives are unique, Allianz offers personalized and adapted solutions and relies on all the expertise of Vie and Financial Services of the Allianz Group:
- Savings, Investment, Precaution, Retirement with Allianz Life
- Complete banking offer with Allianz Bank
- Financial management with Allianz Global Investors France
- Real estate, direct and indirect with Allianz Immovalor, Credit Foncier Immobilier, Pierre & Vacances and History & Heritage
We offer:
- An operational integration journey to gain expertise on our product ranges and Allianz sales methods "Sales Excellence"
- Financial support at hiring
- An attractive remuneration that rewards your commercial performance
- Many social benefits (comprehensive retirement, health and insurance plans, salary savings, employee offers...)
- Development of your skills throughout your career with diploma-based training (Skema)
Do you want to join a dynamic team within a leading company in its field?
Do you have the desire to learn and explore how artificial intelligence (AI) can improve your role in your commercial activity?
Then let's meet!
At Allianz, we believe in the value and richness brought by all diversities, and we encourage employees to be actors of inclusion in the company.
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