About the job
Humanis Partners, a comprehensive consulting and support firm, is currently seeking a skilled Conseiller en Gestion de Patrimoine H/F for our client.
Our client is a subsidiary of a major insurance group, specializing in tax optimization, estate planning, wealth valuation, family protection, and retirement preparation.
With a commercial organization that fosters close relationships with clients, our consultants enjoy a high level of autonomy.
Your mission:
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, developing strong personal relationships.
We offer you a genuine opportunity to grow your business with:
- The chance to operate as a true wealth management expert, providing a wide range of products including retirement plans, life insurance, risk coverage, and real estate tax optimization,
- A collaborative status, granting you significant freedom in your commercial actions and daily activity management,
- Daily support from a large group (commercial, marketing, tools, legal, on-site support...) enabling you to excel in your advisory role,
- A commitment to excellence through thorough professional development support.

