About Johan
French
Native or bilingual
English
Fluent
Experience
- Société GénéralePremium Customer AdvisorOctober 2023 - Today (2 years and 8 months)16th arrondissement, Paris, FranceAdvise clients on investments: structured products, life insurance, PEA (2024 Target: 1.5 million; 120% achieved) Manage high-end client portfolios (1500 clients) Synergy with private banking to optimize and grow client assets. Prospect for new clients (120 clients per year) Identify client needs and propose financing solutions (2024 Target: 450,000; 110% achieved).
- BNP ParibasWealth AdvisorJanuary 2021 - October 2023 (2 years and 9 months)92100 Boulogne-Billancourt, FranceAdvise clients on financial investments Identify and analyze financial risks (tax fraud, money laundering) Prospect for new clients (350 per year) 110% of my sales targets Track regulatory, legal, and tax developments Manage and develop a high-potential wealth portfolio Identify client needs and propose financing solutions KPIs achieved, 120% of my sales targets (2 million in financial investments)
- AFD Tech - Cabinet de conseilBusiness Engineer (Banking & Insurance)January 2020 - November 2021 (1 year and 10 months)Paris, FranceIdentify and qualify business opportunities Respond to tenders (SG, BNPP, BRED) Recruit and manage the technical team to carry out assigned missions Unite, engage, and retain recruited employees Negotiate prices to maximize Business Unit profits
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Education
- BAC STG2013BAC STG
- Master 2Inseec Business School2018Master 2