About Mathieu
French
Native or bilingual
English
Conversational
Spanish
Conversational
Experience
- Deltour investissementWealth AdvisorCONSULTING AND AUDITSMarch 2021 - Today (5 years and 3 months)Toulouse, FranceSupporting my clients in their project(s)Identifying your needs / your investment criteria (personalized study)Searching for the best solution to achieve your objective(s) on the market or with the relevant partnerSupport / monitoring of implemented solutions (assistance with declarations, arbitration...)Mastery of financial/real estate and tax products
- Rouaix groupeBrokerBANKING AND INSURANCESeptember 2020 - February 2021 (6 months)Toulouse, FranceSupporting my clients in their project(s)Searching for the best financing offer for my clientsRestructuring / reducing monthly paymentsPreparation of future project(s)
- Banque populaire occitanePrivate Client AdvisorBANKING AND INSURANCEJune 2019 - September 2020 (1 year and 3 months)Toulouse, FranceIdentifying my clients' needsSupport / advice on financial investmentsSupporting my clients in their project(s)Knowledge of banking and insurance products
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Education
- BTS Accounting ManagementLycée Raymond Naves2019Comptabilité quotidienne Comptabilité analytique Fiscalité Gestion des paies
- Bachelor's Degree in Banking and InsuranceCFPB Toulouse2020Connaissances produits bancaires Connaissances produits d'assurances Détection du besoin client et les solutions rattachées Mise en place des solutions et suivie
Certifications
- AMFAMF2019
- Carte TChamber of Commerce2021
Skill set (19)
Categories
- Other