About the job
Our client, a subsidiary of an insurance group, specializes in optimizing taxation, organizing succession, enhancing asset value, protecting families, and preparing for retirement.
With a commercial organization that fosters close relationships with clients, employees enjoy a high level of autonomy.
Your mission:
You will manage, retain, and develop a significant client portfolio (approximately 150 accounts) with high potential in your geographical area.
As a true wealth management expert, you will advise and sell top-tier wealth and real estate solutions to both individual and professional clients, fostering strong relationships.
We offer a comprehensive business development project:
- The opportunity to operate as a genuine wealth management expert, providing a broad range of products, including retirement plans, life insurance, provident schemes, and real estate tax optimization,
- A collaborative status that grants you significant autonomy in your commercial actions and daily activity management,
- Daily support from a large group (sales, marketing, tools, legal, field support ...) enabling you to excel in your advisory role,
- A commitment to excellence through extensive support towards professional expertise.

