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- Tasks: Join Allianz to provide expert financial and estate advice to clients and support sales teams.
- Company: Allianz France is a leading company focused on enhancing employee experience and client satisfaction.
- Benefits: Enjoy a full-time, permanent role with opportunities for remote work and professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic team environment.
- Qualifications: Must have a master's degree in wealth management and 6-8 years of relevant experience.
- Other info: Utilise AI tools to enhance efficiency and decision-making in your daily tasks.
The predicted salary is between 43200 - 72000 £ per year.
Vous souhaitez rejoindre la Direction Ingénierie Patrimoniale et financière d'Allianz France pour jouer un rôle clé dans l’attractivité de notre entreprise et l'expérience collaborateur ? Nous recherchons deux Ingénieur(e) Patrimoniaux Expert. Cette équipe a pour principale mission de soutenir l’activité commerciale des Réseaux de Distribution d’Allianz en France via le conseil patrimonial et financier à destination des clients.
Au sein de la Direction de l’Ingénierie Patrimoniale et Financière, en lien avec des représentants des Equipes commerciales, le candidat aura pour principales missions de:
- Développer le conseil patrimonial en proposant les stratégies favorisant l’atteinte des objectifs patrimoniaux des clients (type notamment chefs d’entreprises), via l’analyse et la rédaction d’études patrimoniales mais aussi et suivant, via l’accompagnement au cas le cas, des Equipes commerciales en rendez-vous dans leurs relations avec les Clients et leurs Conseils (notaires, avocats, experts-comptables).
- Participer à la diffusion de l’information patrimoniale via de régulières interventions et animations à distance ou en déplacements en France métropolitaine auprès des Equipes commerciales mais aussi de leurs partenaires (notaires, avocats, experts-comptables).
- Participer à l’élaboration de supports d’animations patrimoniales mais aussi à la rédaction d’une veille mensuelle des actualités patrimoniales et jurisprudentielles.
Parlons de vous: De formation initiale intégrant des compétences de natures juridiques et fiscales complétées d’un master II en gestion de patrimoine, vous validez une expérience réussie au minimum de 6 à 8 années dans des missions d’ingénieur patrimonial. Vous maitrisez la technicité permettant de répondre à l’ensemble des problématiques patrimoniales de clients, notamment des chefs d’entreprises, détenant directement ou via des structures sociétaires un patrimoine mobilier et immobilier «privé» et ou «professionnel». La capacité à utiliser un outil d'IA pour faciliter les tâches quotidiennes, améliorer l'efficacité et contribuer à la prise de décision basée sur les données est précieuse.
Prêt(e) pour de nouveaux défis? Alors, rejoignez-nous chez Allianz ! Eric SABLE et toute l'équipe vous y attendent.
Ingénieur Patrimonial Expert (H/F) employer: Allianz Popular SL.
Contact Detail:
Allianz Popular SL. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ingénieur Patrimonial Expert (H/F)
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial advisory. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the field of wealth management, especially those who work with Allianz or similar companies. Attend industry events or webinars to make connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Brush up on your knowledge of legal and fiscal regulations related to wealth management. Being well-versed in these areas will demonstrate your expertise and readiness to tackle the challenges of the role.
✨Tip Number 4
Showcase your ability to use AI tools effectively in your previous roles. Highlight specific examples where technology has improved your efficiency or decision-making, as this is a valuable skill for the position.
We think you need these skills to ace Ingénieur Patrimonial Expert (H/F)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Ingénieur Patrimonial Expert position. Tailor your application to highlight how your skills and experience align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 6 to 8 years of experience in patrimonial engineering. Provide specific examples of how you've successfully developed patrimonial advice and strategies for clients, particularly business owners.
Showcase Your Skills: Mention your legal and fiscal knowledge, as well as your master's degree in wealth management. Additionally, highlight your ability to use AI tools to enhance efficiency and decision-making, as this is a valuable asset for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also expresses your enthusiasm for joining Allianz. Mention how you can contribute to the team and support their mission in patrimonial and financial engineering.
How to prepare for a job interview at Allianz Popular SL.
✨Showcase Your Expertise
Make sure to highlight your experience in wealth engineering and financial advisory. Prepare specific examples of how you've successfully developed strategies for clients, particularly business owners, to meet their financial goals.
✨Demonstrate Communication Skills
Since the role involves working closely with commercial teams and external partners like notaries and accountants, practice articulating complex financial concepts clearly and concisely. This will show your ability to convey important information effectively.
✨Familiarise Yourself with Current Trends
Stay updated on the latest developments in wealth management and legal regulations. Being able to discuss recent changes or trends during the interview will demonstrate your commitment to the field and your proactive approach.
✨Emphasise Your Tech Savviness
Given the importance of using AI tools in this role, be prepared to discuss your experience with technology that enhances efficiency and decision-making. Highlight any specific tools or software you have used in your previous roles.
