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Frédéric FaiveFF

Frédéric Faive

Wealth Management Project Manager

On-demand
Versailles, FR
0-2 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Frédéric

Do you have assets to create, develop, restructure, or transfer?
We will implement effective strategies primarily focused on the following investments:
- Turnkey rental real estate.
- Unlisted investment funds (private equity) with stakes in SMEs and mid-cap companies.
- "Paper real estate" (SCPI, etc.) with financing without savings effort and without additional taxation.
- Life insurance, Retirement Savings Plan, PEA… Actively managed with personalized and diversified allocations.
- Contingency planning for capital transfer.
  • French

    Native or bilingual

Can work on-site
Versailles (up to 50km)

Experience

  • Montparnasse gestion privée
    Wealth Management Project Manager
    BANKING AND INSURANCE
    January 2021 - Today (5 years and 5 months)
    Paris, France
    With a holistic approach to wealth, I offer all solutions that may suit my clients. I take into account the issues of wealth creation, development, structuring, and transfer.
    Sales Marketing Entrepreneurship
  • Axa
    General Insurance Agent
    BANKING AND INSURANCE
    March 2020 - December 2020 (10 months)
    Versailles, France
    Development of a client portfolio mainly composed of liberal professionals and companies. Advice for financial investments with optimization of wealth transfer.
    Sales Project Management

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Education

  • Commercial Development Manager
    EDHEC Business School
    2018
    - Management Commercial - Marketing stratégique et opérationnel - Expérience client et Marketing digital - Négociation - Piloter les coûts et les performances - Raisonnement et choix stratégiques - Stratégie, Management et RSE - Techniques d’audit et diagnostic organisationnel - États financiers et décisions - Droit commercial et des sociétés

Skill set (16)

Categories

  • Other