Claire Amado Engelvin

Claire Amado Engelvin, 53 years old, is a graduate of a business school, with a specialization in marketing communication and a strategic, operational, and 360° project vision of this profession. She has 25 years of experience in 5 sectors of activity, including 11 years in Bancassurance, particularly on topics of redesigning mutual funds (stocks, bonds) and structured products for a life insurer. In bancassurance, she held upstream marketing positions (marketing studies, 360° Marketing Plan, Product Design) and led all these projects transversally, thus acquiring prudential vigilance and compliance with the ACPR, in terms of KYC, Duty of advice. The redesign of mutual fund ranges led her to build life insurance contract offers with mechanisms and guarantees, and a range of profiled funds/model portfolios, depending on the client's risk aversion, with the launch of calls for tenders to select funds from market Asset Managers. The various projects around these missions led her to set up steering committees with actuarial, selected asset managers, communication/operational marketing, operational risks, compliance, legal, MOA/IT, sales departments, and training. Claire brings a combination of mastery of financial savings, and mobilizes teams around project challenges. Her interpersonal skills and expertise make her respected by the various contributing professions.