About the job
Humanis Partners is a comprehensive consulting and support firm that is actively seeking a Wealth Management Advisor H/F for one of its clients.
Our client is a subsidiary of an insurance group, specializing in optimizing taxation, succession planning, asset valuation, family protection, and retirement preparation.
The commercial organization promotes close relationships with clients and offers a high degree of autonomy to its collaborators.
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, fostering a strong relationship of proximity.
We offer a genuine activity development project:
- The opportunity to operate as a true wealth management expert, offering an extensive range of products including retirement plans, life insurance, protection solutions, and real estate tax optimization,
- A collaboration status that grants you significant autonomy in implementing your commercial strategies and managing your daily activities,
- Daily support from a large group (commercial, marketing, tools, legal, field ...) enabling you to excel in your advisory role,
- A commitment to excellence through in-depth support towards professional expertise.

