Freelancer profile translated to English.
Back to original languageAbout Jérôme
I support my clients with a clear, educational, and responsive approach to provide them with relevant wealth management advice tailored to their goals. I pay particular attention to listening, the quality of advice, and long-term follow-up.
Over 150 wealth audits completed and over 70 households accompanied in the long term in their investment, tax, retirement, and wealth planning issues.
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French
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- Jérôme DELQUEExpert in wealth strategy / CIF: investments, taxation, retirement and transferFebruary 2019 - Today (7 years and 4 months)I support individuals, executives, and self-employed professionals in structuring, optimizing, and managing their wealth.As a Wealth Management Advisor (CGP) and Financial Investment Advisor (CIF), I am involved in issues related to financial and real estate investment, taxation, retirement planning, and the wealth planning of executives.My approach is based on a global view of wealth to build strategies adapted to each client's objectives, current situation, risk level, and horizon.I intervene in both targeted assignments and long-term wealth management.Regulatory framework: CIF status compliant with AMF and MiFID 2 requirements. Registered with the ORIAS registry (under number 19002907).
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Education
- Financial Investment AdvisoryJuriscampus2022
- Financial Markets Authority ExaminationJuriscampus2022
Certifications
- Financial Markets Authority ExaminationJuriscampus2022