Freelancer profile translated to English.
Back to original languageAbout Mathilde
CGP and Brokers: Delegate your Middle-Office to an operational expert.
You manage a wealth management firm or are brokers and your back-office takes up valuable time? I will take care of all your administrative management, quickly, without errors, and with the discretion required by your sector.
I will replicate exactly the operational support role in a firm, flexibly to absorb your workload.
5 years of field experience as a CGP and bank branch manager: I know your regulatory constraints, your software (Harvest, O2S, Salesforce, Big Expert) and your processes from A to Z.
My Areas of Intervention:
📂 Complex File Processing & Setup:
- Investments: SCPI (cash or credit), Girardin, PER, Life Insurance, capitalization contract...
- Credit: Setup and follow-up of financing requests.
⚙️ Operational & Partner Follow-up:
- Direct interface with partners.
- Follow-up and chasing of files until final validation (fund release, certificate issuance).
🤝 Client Relations (White Label possible):
- Onboarding, collection of KYC/Tax forms, electronic signature.
Why trust me? I am not a generalist assistant. I currently practice this profession. I know the jargon, compliance procedures, and the rigor required for financial products.
Objective: Zero rejected files, zero unnecessary delays.
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- IndépendanteMiddle Office CGP & Brokers | Operations ManagementCONSULTING AND AUDITSJanuary 2026 - Today (7 months)Boulogne-Billancourt, FranceOutsourced operational support for Finance professionals (CGP & Brokers).I assist firms in managing their Middle-Office to secure their compliance and speed up their processes.WEALTH MANAGEMENT (CGP) POLE:✔️ Setup & Follow-up of investments: Complete management of subscription files (SCPI, Life Insurance, PER, Structured Products).✔️ Regulatory Compliance (DDA/KYC): Document verification, anti-money laundering checks, risk profile updates.✔️ Partner Relations: Interface with management companies and insurers until validation.FINANCING (BROKERS) POLE:✔️ Credit Analysis: Document audit, solvency calculations (Debt-to-income ratio, Remaining disposable income), preparation of bank summary notes.✔️ Processing: Verification of file completeness before submission to the bank.My objective: To enable consultants to focus 100% on client relationships.
- Société GénéraleBank Branch Manager – Professional ClientsBANKING AND INSURANCEApril 2024 - December 2025 (1 year and 8 months)Paris, FranceManagement of a bank branch dedicated to professionals and management of a portfolio of approximately 250 VSEs, merchants, and liberal professions.• Analysis and validation of professional financing files• In-depth study of business plans and financial forecasts• Structuring of investment and treasury financing• Strategic support for executives in developing their business• Management of portfolio profitabilityNotable success: obtaining a loan of 1.8 million euros in 3 weeks for a liberal professional, thanks to optimized financial structuring and strategic presentation of the file.
- Société GénéraleAccount Manager for Artisans, Merchants, and VSEsBANKING AND INSURANCEApril 2023 - April 2024 (1 year)Paris, FranceSupport for creators and managers of small businesses in setting up and obtaining professional financing.• Analysis of the economic viability of projects• Construction and adjustment of financing plans• Study of borrowing capacity• Implementation of investment and treasury loans• Strategic advice on business developmentRegular support for business creators in structuring and securing their launch.
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Education
- Master 2 Wealth Management & Private BankingUniversité Paris Dauphine2021Analyse financière approfondie, gestion des risques, structuration patrimoniale et ingénierie financière. Étude de la rentabilité des projets, construction de stratégies d’investissement et compréhension des mécanismes de financement bancaire. Formation orientée décision financière, évaluation de la viabilité économique des entreprises et création d'entreprise.
Certifications
- AMFBarchen Education2018