About the job
About the Company
humanispartners is recruiting for a subsidiary of an insurance group based in Auxerre, Bourgogne-Franche-Comté. This organization focuses on optimizing taxation, succession planning, asset growth, family protection, and retirement preparation.
Role Overview
The Wealth Management Consultant (H/F) manages a portfolio of approximately 150 high-potential client accounts within the assigned region. The role centers on building lasting relationships and delivering tailored advice to both individual and professional clients.
Main Responsibilities
- Manage, retain, and grow a significant client portfolio in the local area.
- Advise clients on a wide range of wealth management and real estate solutions.
- Sell products such as retirement plans, life insurance, provident schemes, and real estate tax optimization tools.
- Develop strong, trust-based relationships with clients.
What the Role Offers
- Operate with a high degree of autonomy in daily activities and commercial initiatives.
- Access to a broad suite of products and solutions for comprehensive client support.
- Daily backing from a large group, including sales, marketing, legal, and field support resources.
- Structured support and training to deepen professional expertise and maintain high standards of advisory service.
Work Environment
The company fosters close client relationships and values employee independence. Consultants benefit from a collaborative status and the resources of a major group, supporting both personal growth and client success.

