Freelancer profile translated to English.
Back to original languageAbout Benoit
Independent Wealth Management Advisor / CH/FR Cross-border Tax Consultant
Independent Wealth Management Advisor specializing in the taxation and wealth management of Swiss-French cross-border commuters, I assist individuals, executives, and firms with one-off or recurring high-value missions.
With 8 years of experience in banking in France and Switzerland, a Wealth Management Advisor degree, and training in Swiss cross-border taxation, I provide services for:
Cross-border wealth audits and tax optimization
Wealth structuring, retirement, and insurance planning
Analysis and advice on financial and real estate investments
Assistance to cross-border clients on key decisions (mobility, compensation, succession)
I offer flexible and confidential services, tailored to the needs of individuals or in support of consulting firms and chartered accountants.
Examples of assignments carried out:
Tax and Wealth Audit – CH/FR Cross-border Commuters
Retirement and Insurance Planning Advice – CH/FR Cross-border Commuters
Tax Optimization and Wealth Structuring
Expert Support for Wealth Management Firms on Cross-border Cases
Analysis and Recommendations for Financial and Real Estate Investments
Indicative Daily Rate: €500/day (flexible depending on the type and duration of the mission)
French
Native or bilingual
English
Fluent
Can work on-site
Genève (up to 50km)
Experience
- Optimea Patrimoine,Firm Manager – Independent Wealth Management Advisor specializing in Swiss-French Cross-border CommutersBANKING AND INSURANCEOctober 2025 - Today (8 months)Versonnex, FranceEstablishment of an independent wealth management firm focused on the tax and wealth issues of Swiss-French cross-border commuters.Carried out comprehensive wealth audits including:financial and real estate investment strategyFrance / Switzerland taxationwealth structuring (marital property regime, retirement, succession)support for key high-stakes decisions (status change, mobility, compensation optimization)Assignments carried out within a strictly regulated framework (CIF, IAS, COBSP), with a pragmatic and solutions-oriented approach.
- UBS Switzerland AG,Private Client Advisor – Investments & Cross-border TaxationMarch 2020 - September 2024 (4 years and 6 months)Genève, SwitzerlandManagement and monitoring of Swiss and international private clients, with a focus on:Wealth assessment and personalized investment solutionsRetirement planning and financial optimizationComprehensive client support from opening to closing of the banking relationshipTraining and support for interns and new employees on investments and digital tools.
- Banque Crédit MutuelRetail Client Manager – French/Swiss Cross-border ExpertiseMarch 2018 - March 2020 (2 years)Divonne-les-Bains, FranceOverall client relationship management, with responsibilities including:Wealth assessment and savings/investment advice for individualsArrangement and monitoring of real estate financing and consumer loansInsurance solutions (life, health, home, auto)Cross-border advice for clients living or working in SwitzerlandDaily support and client assistance for all their banking needs.
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Education
- Wealth Management Advisor DiplomaInstitut Juriscampus2025Diplôme Conseiller en Gestion de Patrimoine
- SAQ Certification for Swiss Private Client AdvisorAMF2022Certification SAQ pour conseiller de clientèle privée Suisse