Experienced Wealth Management Advisor M/F - Serre Chevalier (05) job opportunity at Allianz SE.

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Allianz SE Experienced Wealth Management Advisor M/F - Serre Chevalier (05)
Experience: 3-years
Pattern: full-time
Country:
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Salary:
Status:

Management

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degreeProfessional Certificate
loacation Sophia antipolis, France
loacation Sophia antipol..........France

You will be the sole #contact for a private clientele and your missions will consist of: - #Develop a portfolio of high-end and very high-end clients through acquisition - Develop and manage your network of partners and prescribers - Build #loyalty and #support our clients in thinking about and defining their wealth objectives - Offer tailor-made wealth advice and solutions #adapted to their needs and to legislative and tax changes using wealth assessment tools (Big Expert) ------- Because a client's financial situation and objectives are unique, Allianz offers personalized and adapted solutions and draws on all the Life and Financial Services expertise of the Allianz Group: - Savings, Investment, Pension, Retirement with Allianz Vie - Complete banking offer with Allianz Banque - Financial management with Allianz Global Investors France - Real estate, direct and indirect with Allianz Immovalor, Crédit Foncier Immobilier, Pierre & Vacances and Histoire & Patrimoine

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