Freelancer profile translated to English.

Description

Passionate about economic and financial news, I can adapt to my audience without any problem. Whether to convey a message to novices or experts, I am the right person for you.

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

UFF
Wealth management advisor
September 2024 - Today (1 year and 9 months)
Management and development of a personal client portfolio. Wealth analysis, personalized advice and follow-up. Identification of client needs and expectations. Enhancement of their assets and anticipation of needs through a civil and wealth-based approach.
Financial popularization Summary notes Adaptability Rigor and organization Client relations
SARL ME VINCENT ET ME ROUGEREAU Villers sur mer
Notary clerk
August 2020 - August 2024 (4 years)
Preparation of sales and inheritance files; file tracking and client relations; preparation of sales file statements; drafting of deeds in real estate law (sales agreement, sale, lease, power of attorney); and drafting in family law (real estate certificate, affidavit of notoriety).
AXA Calvados
Mandatory agent
June 2019 - December 2023 (4 years and 6 months)
Prospecting individual and professional clients; organizing and participating in professional networks; client follow-up; social, fiscal, and wealth analysis.