About the job
Humanis Partners is a leading consulting firm offering comprehensive support services and is currently seeking a Wealth Management Advisor (H/F).
Our client is a subsidiary of an insurance group specializing in tax optimization, succession planning, asset valuation, family protection, and retirement preparation.
With a customer-centric commercial organization, they foster close relationships with clients, allowing for a high level of autonomy for their employees.
Your Role:
As a true wealth management expert, you will advise and sell top-tier financial and property solutions to a diverse clientele of individuals and professionals, developing strong, lasting relationships.
We offer a genuine opportunity for professional growth with the following benefits:
- The chance to operate as a true wealth management expert, presenting a wide range of products including retirement plans, life insurance, risk management, and real estate tax optimization,
- A collaborative status providing you with significant autonomy in executing your commercial strategies and managing your daily operations,
- Daily support from a large group (commercial, marketing, tools, legal, field support...) enabling you to excel in your advisory role,
- A commitment to excellence through in-depth support aimed at enhancing your professional expertise.

