Freelancer profile translated to English.
Back to original languageAbout Edouard
With several years of experience in a wealth management firm, I work as a freelancer to handle all client operations, from A to Z, with a commitment to premium quality of service.
My core business: expert management of financial and real estate files.
On the financial side, I master the processing of operations related to life insurance (including Luxembourgish), PER, Girardin, and private equity.
On the real estate side, I support SCPI files, rental properties (senior residences, assisted living facilities, nursing homes, renovated properties for rent/co-living), as well as real estate financing arrangements.
I work daily on the Harvest suite (Big/O2S), Salesforce, and standard office tools or online signature software.
I am comfortable with partner interfaces and can guide clients step-by-step to streamline their subscription and contractual follow-up experience.
Beyond technical expertise, what sets me apart: attentive customer relations, high responsiveness to clients, partners, and IFAs, and the ability to represent the firm's image professionally in every interaction.
My goal: to allow you to focus on value-added advice, while I handle operations with rigor and reliability.
French
Native or bilingual
English
Fluent
Spanish
Basic
Can work on-site
Paris (up to 20km), Versailles (up to 10km)
Experience
- Culture PatrimoineBack & Middle Office ManagerBANKING AND INSURANCEMarch 2022 - April 2026 (4 years and 1 month)Paris, France- Team Management (10 people)- Steering and management of complex client operations=> 3000 financial operations (average signing time: 2 days; average completion time: 10 days)=> 500 real estate operations- Guarantor of client and partner relations- Training of new employees (3/year => average training time: 1 year)- Implementation/Update of internal and external processes (+ 20 active partners)- Human Resources Management (onboarding/offboarding, payroll, day-to-day management...)- Organization of seminars and corporate events- Drafting and formatting of the "Société à mission" report (1/year)
- Crédit AgricoleClient Advisor & Business DevelopmentBANKING AND INSURANCEJanuary 2021 - February 2022 (1 year and 1 month)Fontenay-aux-Roses, France- Development, management, and retention of a client portfolio in a competitive business environment- Assisting clients with complex and significant financial decisions (credit, savings, wealth)- Active prospecting and expanding client relationships: acquiring new leads- Ensuring service quality and risk management by integrating regulatory aspects
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Education
- Marketing and Communication (Master)ISC PARIS & DOUGLAS COLLEGE2017Marketing-communication (Master)
- Management of Commercial Units (BTS)CHARLES DE FOUCAULD2013Management des unités commerciales (BTS)
Certifications
- AMFCrédit Agricole2021
Skill set
Categories
- Other