Experienced Wealth Management Advisor H/F - Val de marne (94) job opportunity at Allianz SE.

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Allianz SE Experienced Wealth Management Advisor H/F - Val de marne (94)
Requires: 3-years - XP
Pattern: hybrid
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Postgraduate Certificate
Paris, France
Paris....France

- Develop a portfolio of high-end and very high-end customers by conquering them - Develop and manage your network of partners and prescribers - Retain and support our clients in thinking about and defining their wealth objectives - Offer advice and tailor-made wealth solutions adapted to their needs and legislative and tax changes using wealth assessment tools (Big Expert) __ Because a client's wealth situation and objectives are unique, Allianz offers personalised and adapted solutions and draws on all of the Allianz Group's Life and Financial Services expertise: - Savings, Investment, Provident Funds, Retirement with Allianz Vie - Complete banking offer with Allianz Bank - Financial management with Allianz Global Investors France - Real estate, direct and indirect with Allianz Immovalor, Crédit Foncier Immobilier, Pierre & Vacances and History & Heritage

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