About the job
Humanis Partners, a comprehensive consulting and support firm, is seeking a talented Wealth Management Advisor H/F for our esteemed client.
Our client is a subsidiary of an insurance group, specializing in fiscal optimization, succession planning, asset valuation, family protection, and retirement preparation.
Their commercial organization fosters close relationships with clients and offers a high degree of autonomy to their team members.
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 strong, close relationships.
We offer a comprehensive support project for your business development:
- The opportunity to work as a genuine wealth management expert, offering a wide range of products including retirement plans, life insurance, preventive measures, and real estate tax optimization,
- A collaborative status that grants you significant autonomy in implementing your commercial actions and managing your daily activities,
- Daily support from a major group (including commercial, marketing, legal, and field assistance) to facilitate your advisory role,
- A commitment to excellence through in-depth support towards professional expertise.

