Freelancer profile translated to English.
Back to original languageAbout Hélène
Independent Heritage Creator since 2018, after more than 10 years of experience within a banking institution in the Paris region.
I am committed to finding solutions that meet my clients' needs (retirement planning, need for supplementary income, planning for children's education, how to best pass on assets, preparing for dependency, tax optimization…)
I help my clients develop/create their assets using leverage effects (financial leverage, tax leverage, return leverage) and by providing them with innovative, ethical, and sustainable solutions.
SCPI/ OPCI/ DENORMANDIE/ LMNP / PER / Life Insurance...
Free Heritage Assessment.
+ Trainer/Coach for Independent Financial Advisors or firm leaders:
- Sales Method
- Sales Techniques
- Being professional on video calls
- Ghosting
- ...
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- HPE HELENE PERATIHeritage Creator, ManagerCONSULTING AND AUDITSApril 2018 - Today (8 years and 2 months)Tournefeuille, France
- BNI FranceIndependent AgentCIVIC AND SOCIAL ORGANIZATIONSJune 2018 - Today (8 years)77420 Champs-sur-Marne, FranceNETWORK OF BUSINESS LEADERS: "Giving receives"Positions held: Welcome Committee, Members Committee, Treasurer, Vice-President, President, Education Coordinator, ...
- NewsensHeritage Creator, ManagerCONSULTING AND AUDITSApril 2018 - June 2021 (3 years and 2 months)FranceSCPIPINEL
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Education
- Master STAPS, Sports studiesUniversité Paris Nanterre2006Master STAPS option MS
- Independent Financial AdvisorCAISSE DEPARGNE2008Chargé d'accueil Conseiller Commercial Conseiller financier Directrice Adjointe Agence
Certifications
- FURNISHED RENTALAXESSCIBLE
- CODE OF ETHICS IN REAL ESTATEOTAREE