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Wealth Management Advisor
HUMANIS PARTNERSConseiller en Gestion de Patrimoine, expert patrimonial offrant des solutions variées aux clients particuliers et professionnels chez Humanis Partners. Opportunité de développement d'activité avec autonomie et soutien de groupe.
About the role
Key responsibilities & impact- Advise on and sell wealth management and real estate solutions to individual and professional clients
- Build and maintain close, long-term relationships with clients
- Act as a genuine wealth management expert
Requirements
What you’ll need- Degree or training in business, sales, or finance
- Proven field experience, ideally in banking, insurance or financial services
- Strong knowledge of the local economic landscape
- Ability to grow a client base through direct and indirect channels
- Capacity to work independently while benefiting from the support of a large group
Benefits
Comp & perks- Autonomy in managing your activity
- Daily support from a large group (commercial, marketing, tools, legal, field support, etc.)
- Commitment to excellence through in-depth professional development toward subject-matter expertise
- Access to a wide range of products (retirement, life insurance, income protection, real-estate tax optimization)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingclient managementindependent worksales expertise
Certifications
degree in businessdegree in salesdegree in finance