Freelancer profile translated to English.

Description

With concrete experience in Private Banking, I put my writing skills and financial knowledge at the service of Independent Financial Advisors (IFAs), Family Offices, and wealth management professionals.

I handle the writing of your high-end client deliverables to save you time and enhance your expert image.

My targeted services:

• Market & Economic Outlook: Monthly or quarterly macroeconomic summaries, asset class performance (stocks, bonds, real estate, currencies).

• Wealth Newsletters: Simplification of tax, legal, or regulatory news.

• Editorial & LinkedIn Content: Writing specialized articles and engaging posts (analysis of SCPIs, PEA, Life Insurance, asset allocation).

My key areas of expertise:

• Wealth & Portfolio Analysis

• Wealth & Tax Advisory

• Consumer & Real Estate Loans

• Banking Compliance

Why work with me?

I have a perfect mastery of the codes, jargon, and compliance requirements of the wealth management sector. My writing is rigorous, sourced, and ready to be shared directly with your affluent clients.

Available immediately for one-off or recurring missions (monthly/quarterly).

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

Crédit Agricole Banque Privée
Analyst
BANKING AND INSURANCE
March 2026 - Today (4 months)
Mérignac, France
Wealth analysis - market updates - asset allocation - compliance - wealth and tax advice - portfolio analysis - consumer and housing loans
Data Analysis Consulting
auto entrepreneur
Freelance Marketing
SOCIAL NETWORKS
September 2024 - February 2026 (1 year and 5 months)
Bordeaux, France
Implementation of ADS strategy on Facebook, TikTok, and Instagram - Prospecting - Qualified lead generation - invoicing