Experience

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  Tissier de mallerais & associes (axa gestion privée)

  Sept 2011 - Feb 2012

  Private wealth manager

  - Prospected for new clients- Advised high-net-worth individuals with budgeting, cash flow solutions, analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies- Carried out compliance missions- Generated over 2 M€ of life insurance sales

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  Lcl

  Mar 2012 - Sept 2012

  Wealth manager

  - Managed a 350 clients portfolio- Collected and analyzed client data in development of effective specialized case analysis and financial strategies- Investigated and developped new stock recommandation- Prospected for new clients- Realized 3.5 M€ in financial and insurance sales

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  Société générale

  May 2013 - Dec 2013

  Wealth planner

  - Assisted high-net-worth individuals with comprehensive financial planning (fiscal, financial and legal solutions)- Writed global studies offering clients comprehensive solutions- Participated in wealth management meetings- Offered internal wealth planning trainings on specific themes

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  Auris gestion

  Feb 2014 - Jul 2016

  Ingénieur patrimonial

  - Réalisation de bilans patrimoniaux (transmission du patrimoine professionnel et privé, organisation du patrimoine, optimisation de la fiscalité...),- Proposition d'organisation du patrimoine financier (compte-titres/PEA/capitalisation...)- Mise en place de stratégies en matière de constitution, d’organisation et de transmission du patrimoine (professionnel et privé) en relation avec les partenaires privilégiés du client,- Relais prioritaire des banquiers privés,- Relais des compagnies assurant la commercialisation des contrats d'assurance-vie Show less

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  Fisher investments europe limited

  Aug 2016 - now

  Lead, Manage and Develop a team of 10 Sales/Client Development Professionals and its Support Team.

  • International Client Development Sales Manager

    Dec 2023 - now

  • Ingénieur patrimonial

    Aug 2016 - now