Emilie B

Missions of support and advice in the wealth projects of private and professional clients:

· Wealth Audit: definition of client objectives and needs, collection of information necessary for the audit, search for appropriate solutions, drafting of the audit report integrating recommendations according to defined objectives, presentation meeting of the report.

· Support in implementing recommendations

· Carrying out specific studies: succession audit, gift tax study, real estate investment study, restructuring, life insurance study...

· Recurring missions for monitoring and updating wealth audits to adapt to changes over time. Missions for the development of the Wealth Management service:

· Customer loyalty and development of a portfolio of wealth clients by carrying out prospecting actions

· Client mission monitoring and follow-up of actions with clients.

- Credit and insurance brokerage for individuals and professionals

Animate and participate in the shared reception mission of the agency (in person, telephone, email) to optimize commercial rebound, Develop, manage and monitor a client portfolio, Advise clients in all areas of need: daily banking, savings, loans for individuals (consumer and housing), insurance, life insurance, telephony, Financial products (stocks, mutual funds...) , tax-advantaged investments (Pinel, Malraux..) Develop the intensity of the relationship with entrusted clients, in the agency, by phone or email, Promote the entire range dedicated to entrusted clients, Carry out sales-related operations and services, Encourage the use of distribution channels most suited to client needs and ensure the promotion of multi-channel (electronic signature), Manage risk, develop customer knowledge and contribute to the operation of agencies and collective dynamics Skills: AMF certification Banking, insurance, credit products Risk management and monitoring Sales and negotiation Development of an internal or external portfolio Quality and continuity of service Adaptability