About the job
Join Humanis Partners as a Wealth Management Consultant (H/F)
Humanis Partners, a comprehensive consulting firm, is currently seeking a Wealth Management Consultant (H/F) for our esteemed client. This client is a subsidiary of an insurance group, specializing in optimizing taxation, succession planning, asset valuation, family protection, and retirement preparation.
The commercial organization fosters close relationships with clients, ensuring a high level of autonomy for its employees.
Your Role:
As a wealth management expert, you will provide and sell top-tier asset management and real estate solutions to both individual and professional clients, nurturing a strong, personal relationship with them.
We offer a robust activity development project that includes:
- Opportunity to function as a genuine wealth management expert, offering a wide range of products such as retirement plans, life insurance, risk coverage, and real estate tax optimization.
- A collaborative status granting you significant autonomy in executing your commercial activities and managing your daily operations.
- Support from a large group on a daily basis (commercial, marketing, tools, legal, field support) enabling you to excel in your advisory role.
- Pursuit of excellence through comprehensive support aimed at enhancing your professional expertise.

