About the job
Humanis Partners, a comprehensive consulting and support firm, is seeking a Wealth Management Advisor H/F for its client.
Our client, a subsidiary of an insurance group, specializes in optimizing taxation, organizing succession, enhancing asset valuation, family protection, and retirement planning.
This commercial organization fosters close relationships with clients while providing a high level of autonomy for its team members.
Your Mission:
As a true asset management expert, you will advise and sell premier wealth and real estate solutions to both individual and professional clients, cultivating strong, close relationships.
We offer a genuine opportunity to develop your business:
- The chance to work as a true wealth management expert, offering a broad range of products including retirement plans, life insurance, risk management, and real estate tax optimization,
- A collaborative status that provides you with significant autonomy in executing your commercial actions and managing your daily activities,
- Daily support from a large group (including commercial, marketing, legal, and field tools) that enables you to excel in your advisory role,
- A commitment to excellence through thorough professional development support.

