About Marie
French
Native or bilingual
Experience
- mdbconseilsFinancial Writer | Online Trainer | Freelance Data AnalystJanuary 2025 - Today (1 year and 7 months)Aubagne, FranceWealth management consultant, financial writer, online trainer, and freelance data analyst. This role involves strategic support, article writing, remote teaching, and financial data analysis.
- Caisse epargneFinancial Wealth Management AdvisorBANKING AND INSURANCEJanuary 2023 - Today (3 years and 7 months)La Penne-sur-Huveaune, FranceThe banking wealth management advisor helps clients optimize their financial assets.
- SUD FINANCE CONSEILSCommercial Development Manager in Patrimonial Real EstateDecember 2019 - December 2022 (3 years)Marseille, France• Autonomous cross-functional project management: Ability to coordinate stakeholders, manage multiple projects/tasks simultaneously, adaptability, analytical skills, innovation.• Patrimonial client management: Experience in managing and retaining high-net-worth clients, implementing personalized solutions to meet private banking needs.• Technical and commercial support: Assisting sales teams in diagnosing client needs and promoting savings and wealth management solutions.• Prospecting and business development: Ability to grow and renew patrimonial portfolios through recommendations and prospecting.• Team training: Expertise in training sales staff on financial products, banking savings, and wealth management.
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Education
- AMF et DCI2023AMF et DCI
- Formation en ligne en stratégie digitale et marketing2021Formation en ligne en stratégie digitale et marketing