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Experience Level
Experience
Qualifications
With a background in commercial or financial training, you possess a robust track record of successful field experience, ideally within the banking, insurance, or finance sectors.A true industry expert and business developer, you have a deep understanding of your economic environment and can grow your client base both directly and indirectly.If you are entrepreneurial at heart, seeking operational autonomy while benefiting from the support and reputation of a major group, we want to hear from you!
About the job
Humanis Partners, a comprehensive consulting and support firm, is seeking a Wealth Management Advisor H/F to join our client's team.
Our client, a subsidiary of an insurance group, specializes in tax optimization, estate planning, wealth valuation, family protection, and retirement preparation.
This commercial structure fosters close relationships with clients and offers considerable autonomy for its advisors.
Your Role:
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, cultivating a strong relationship with them.
We offer a genuine activity development project that includes:
- The opportunity to operate as a true wealth management expert, presenting a wide range of products including retirement plans, life insurance, contingency plans, and real estate tax optimization, - A partnership status that grants you significant autonomy in your commercial actions and daily business management, - Daily support from a large group (commercial, marketing, tools, legal, field ...) enabling you to excel in your advisory role, - Pursuit of excellence through thorough support towards professional expertise.
About Humanis Partners
Humanis Partners is a leading consulting firm dedicated to providing comprehensive support and advice across various sectors, focusing on wealth management and financial planning.
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Experience
Qualifications
With a background in commercial or financial training, you possess a robust track record of successful field experience, ideally within the banking, insurance, or finance sectors.A true industry expert and business developer, you have a deep understanding of your economic environment and can grow your client base both directly and indirectly.If you are entrepreneurial at heart, seeking operational autonomy while benefiting from the support and reputation of a major group, we want to hear from you!
About the job
Humanis Partners, a comprehensive consulting and support firm, is seeking a Wealth Management Advisor H/F to join our client's team.
Our client, a subsidiary of an insurance group, specializes in tax optimization, estate planning, wealth valuation, family protection, and retirement preparation.
This commercial structure fosters close relationships with clients and offers considerable autonomy for its advisors.
Your Role:
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, cultivating a strong relationship with them.
We offer a genuine activity development project that includes:
- The opportunity to operate as a true wealth management expert, presenting a wide range of products including retirement plans, life insurance, contingency plans, and real estate tax optimization, - A partnership status that grants you significant autonomy in your commercial actions and daily business management, - Daily support from a large group (commercial, marketing, tools, legal, field ...) enabling you to excel in your advisory role, - Pursuit of excellence through thorough support towards professional expertise.
About Humanis Partners
Humanis Partners is a leading consulting firm dedicated to providing comprehensive support and advice across various sectors, focusing on wealth management and financial planning.