Freelancer profile translated to English.
Back to original languageAbout Edouard
Entrust your operational and administrative support to an expert.
You manage a wealth management firm or are a broker, and your operations are taking up valuable time on client relationships? I will take care of your middle office from A to Z — with the rigor and discretion required by your sector.
With several years of experience in wealth management firms, I work as a freelancer to manage all client operations from A to Z — with a premium quality requirement.
Financial: Life insurance (including Luxembourgish), PER, Private Equity, Girardin.
Real Estate: SCPI, rental real estate (senior residences, EHPAD, renovated properties), arrangements with mortgage loans.
I work daily on Harvest (Big/O2S) and Salesforce, as well as partner interfaces.
Comfortable with online signing tools, I can also guide clients step by step to streamline their subscription experience.
Intervention possible under white label: I represent your firm to your clients and partners, in a completely transparent manner for them.
What sets me apart: responsiveness, rigor, and the ability to represent your firm's image professionally in every interaction
French
Native or bilingual
English
Fluent
Spanish
Basic
Can work on-site
Versailles (up to 10km), Paris (up to 20km)
Experience
- IndépendantMiddle Office CGP & Brokers | Operational ManagementCONSULTING AND AUDITSMay 2026 - Today (3 months)Versailles, FranceOutsourced operational support for Finance professionals (CGP & Brokers).I assist firms in managing their Middle Office to secure their compliance and accelerate their transactions.WEALTH MANAGEMENT POLE (CGP):✔️ Structuring & Monitoring Investments: Complete management of subscription files (SCPI, Life Insurance, PER, Structured Products).✔️ Regulatory Compliance (DDA/KYC): Document verification, anti-money laundering checks, risk profile updates.✔️ Partner Relations: Interface with management companies and insurers until validation.FINANCING POLE (BROKERS):✔️ Credit Analysis: Document verification, solvency calculations (Debt-to-income ratio, Remaining disposable income), preparation of bank summary notes.✔️ Processing: Verification of file completeness before submission to the bank.My goal: To allow consultants to focus 100% on client relationships.
- Culture PatrimoineHead of Back & Middle OfficeCONSULTING AND AUDITSMarch 2022 - April 2026 (4 years and 1 month)Paris, France- Team Management (10 people)- Oversight and management of complex client operations=> 3000 financial operations (average signing time: 2 days; average completion time: 10 days)=> 500 real estate operations- Guarantee of client and partner relations- Training of new hires (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 commercial environment- Assisting clients in complex and significant financial decisions (credit, savings, wealth management)- Active prospecting and expansion of client relationships: acquiring new prospects- Ensuring service quality and risk management by integrating regulatory aspects
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Education
- Marketing and Communication (Master's Degree)ISC PARIS & DOUGLAS COLLEGE2017Marketing-communication (Master)
- Management of Commercial Units (BTS)CHARLES DE FOUCAULD2013Management des unités commerciales (BTS)
Certifications
- AMFCrédit Agricole2021