About the job
Humanis Partners, a subsidiary of an insurance group, excels in optimizing tax strategies, organizing inheritances, enhancing asset valuation, safeguarding family interests, and preparing for retirement.
Our commercial structure fosters close relationships with clients and offers a high degree of autonomy for our team members.
Your Role:
You will manage, retain, and expand a significant client portfolio (approximately 150 accounts) with high potential in your designated geographic area.
As a true wealth management expert, you will provide and sell top-tier financial and real estate solutions to both individual and professional clients, nurturing strong, personal relationships.
We offer a comprehensive development project:
- The opportunity to operate as a genuine wealth expert, presenting a wide range of products including retirement plans, life insurance, risk management, and real estate tax optimization.
- A collaborative status granting you significant autonomy in executing your commercial strategies and managing your daily operations.
- Support from a major group on a daily basis (commercial, marketing, tools, legal, fieldwork, etc.) enabling you to excel in your advisory role.
- A commitment to excellence through in-depth professional development support.

