FR - Provence-Alpes-Côte d'Azur - Cannes
October 8, 2024
Conseiller en Gestion de Patrimoine Expérimenté H/F - Cannes (06) Allianz est la 1ère marque mondiale d'assurance, groupe mondial de services financiers relevant principalement de l'assurance et de la gestion d'actif.
Des millions de clients particuliers et d'entreprises dans plus de 70 pays font confiance à nos connaissances, notre présence mondiale et à notre solidité financière.
Allianz France est la 1ère compagnie d'assurance majeure à obtenir une certification Great Place To Work qui reconnait son engagement pour une culture d'entreprise qui met en avant la qualité de vie au travail.
Au sein de l'unité de la Distribution, Allianz Expertise et Conseil est un réseau multi-spécialiste en Gestion de Patrimoine et en Protection Sociale qui propose un haut niveau d'expertise et une gamme complète de produits à des clients particuliers ou professionnels.
Vous souhaitez rejoindre le 1er réseau salarié multi-spécialiste en Gestion de Patrimoine et en Protection Sociale ?
Nous recherchons un/une Conseiller(e) spécialisé(e) en Gestion de Patrimoine, ayant une expérience significative dans l'idéal au moins 3 ans dans le domaine de la Gestion de Patrimoine et une très bonne maitrise de l'analyse patrimoniale et des outils dédiés.
Nos Conseiller(e)s spécialisé(e)s en Gestion de Patrimoine apportent un conseil de proximité en se déplaçant au domicile ou sur le lieu de travail de leurs clients et un conseil personnalisé avec une méthode de vente basée sur une approche des besoins et une vision prospective.
Quelles seront vos missions ?
Vous serez l'interlocuteur unique d'une clientèle privée et vos missions consisteront à :
• Développer par la conquête un portefeuille d'une clientèle Haut de Gamme et Très Haut de Gamme
• Développer et gérer votre réseau de partenaires et prescripteurs
• Fidéliser 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 à l'aide d'outils de bilans patrimoniaux (Big Expert)
Parce que la situation patrimoniale et les objectifs d'un client sont uniques, Allianz propose des solutions personnalisées et adaptées et s'appuie sur toutes les expertises Vie et Services Financiers du Groupe Allianz :
• Epargne, Placement, Prévoyance, Retraite avec Allianz Vie
• Offre bancaire complète avec Allianz Banque
• Gestion financière avec Allianz Global Investors France
• Immobilier, direct et indirect avec Allianz Immovalor, Crédit Foncier Immobilier, Pierre & Vacances et Histoire & Patrimoine
Quels sont nos avantages ?
• Un parcours d'intégration opérationnelle pour gagner en expertise sur nos gammes de produits et nos méthodes de vente de vente Allianz « Sales Excellence »
• Un accompagnement financier à l'embauche
• Une rémunération attractive qui récompense vos performances commerciales
• De nombreux avantages sociaux (dispositifs de retraite, santé et prévoyance complets et performants, épargne salariale et offres salariés.
)
• Un développement de vos compétences tout au long de votre carrière avec des formations diplômantes (Skema)
Et maintenant ?
Vous souhaitez rejoindre une équipe dynamique au sein d'une entreprise leader dans son domaine ? alors rencontrons nous !
Chez Allianz, nous sommes convaincus de la valeur et de la richesse apportée par toutes les diversités, et nous encourageons les collaborateurs à être acteurs de l'inclusion dans l'entreprise.
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