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Estelle FernandezEF

Estelle Fernandez

Wealth Management Advisor

€200/day
Bordeaux, FR
0-2 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Estelle

Close to my clients, I address both individuals and professionals.

My work involves responding to concerns such as taxation, income, capital, retirement, inheritance...

I offer you my expertise and tailor-made advice to enable you to make the best decisions regarding your assets, your projects, and/or your family.
  • French

    Native or bilingual

Can work on-site
Bordeaux (up to 50km), Toulouse (up to 10km), Brive-la-Gaillarde (up to 75km)

Experience

  • MF Conseils
    Wealth Management Advisor
    August 2020 - Today (5 years and 10 months)
    19100 Brive-la-Gaillarde, France
  • Groupe PAROT
    Operational Marketing Manager for Retail IVECO / MAN / FIAT PROFESSIONAL
    January 2019 - August 2020 (1 year and 7 months)
    14 Rue François de Sourdis, 33000 Bordeaux, France
    PAROT VI / PAROT TRUCKS: 11 dealerships South-West Region Marketing Action Plan
    - Creation and operational monitoring of the marketing action plan
    - Implementation of a 360° marketing system
    - Application of the IVECO/MAN/FIAT PROFESSIONAL manufacturer marketing plan
    - Operational implementation of all marketing actions
    - Roadmap construction and creative briefing
    - Animation and content creation on digital platforms
    - Consolidation of results and media plan reporting
    - Creation of a 360° media plan for all sites Marketing Budget
    - Marketing budget construction
    - Projection and budgetary monitoring of all operations within the scope Client Contact Plan / CRM
    - Monitoring of manufacturer standards
    - Monitoring of database enrichment
    - Lead processing monitoring
    - Deal monitoring
    - Planning of one-off and recurring marketing campaigns Events
    - Client evening organization
    - Inaugurations
    - Product launches
  • GROUPE FAURIE
    Operational Marketing Manager for Renault/Dacia
    January 2018 - January 2019 (1 year)
    19100 Brive-la-Gaillarde, France
    With 31 establishments and 900 employees, the FAURIE Group is one of the largest multi-brand automotive and heavy goods vehicle distributors (Renault, Dacia, Volkswagen, Audi, and Renault Trucks) in the Southwest.
    - Analysis of new and used vehicle and after-sales performance for Renault and Dacia
    - Partnerships
    - Event organization (Open Days, product launch)
    - Application of the Renault/Dacia manufacturer marketing plan
    - Marketing budget management
    - Animation and content creation on digital platforms
    - Monitoring of online customer reviews (Google, Facebook)
    - Management of customer contact quality
    - Management and monitoring of commercial activity
    - Analysis of commercial performance (Maeva, prefecture file, marketing animation...)
    - Administrative management of the activity
    - Content creation using Photoshop/InDesign

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Education

  • IOBSP
    IFCM Training Institute for Brokers and Agents
    2021
    IOBSP
  • IAS
    IFCM Training Institute for Brokers and Agents
    2021
    IAS

Skill set (18)

Categories

  • Other