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Wealth Management Consultant (H/F)

humanispartnersAuxerre , Bourgogne-Franche-Comté, France
On-site Contract

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Experience Level

Experience

Qualifications

Desired ProfileWith a background in commercial or financial training, you possess a strong and successful field experience, ideally in the banking/insurance/finance sector. As a true professional and business developer, you have an in-depth understanding of your economic environment and can grow your clientele both directly and indirectly. An entrepreneur at heart, you seek operational autonomy while benefiting from the support and reputation of a large group. If you are interested or know someone who might be, please contact us!

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.

About humanispartners

humanispartners is a dedicated subsidiary of a prominent insurance group, focusing on wealth optimization, family protection, and retirement preparation, ensuring personalized service and autonomy for its employees.

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