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Maxime SertMS

Maxime Sert

Copywriter Bank Finance Investment

€380/day
Compiègne, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Maxime

I convey investment and money lessons through stories and anecdotes that will make your readers remember! 💥

Talking about investment for the sake of talking about investment only interests enthusiasts (like me). 😴

For the public to be captivated by the subject and retain the message, we must surprise them, make them react.

It is by tickling their desire to go further that your audience will choose to take action with your brand.

🧑 I am Maxime, 34 years old, a reformed SME banker, former startup business developer, and passionate content creator around personal finance & money.

I feed on novels, personal development books, and business podcasts to (try to) become a little better each week. And incidentally, build my financial independence! 📈

A jack-of-all-trades in investment.
I like to form my own opinion of what banks and fintechs have concocted for us! 🤔
=> Rental real estate (and its hassles), the stock market (passive management & ETFs), SCPIs, crowdlending, private equity, a bit of crypto, etc.

You will have understood, I have a real passion for life insurance and PEA (French stock savings plan). What can I say, I've been into it since high school...

So my life revolves quite a bit around savings (and sports ⛰️). It's a good thing, I'm here to help you talk about it to your community. ✌️

To hell with boring content without added value! Let's leave that to flash-in-the-pan influencers. Here we have references, culture, and humor!

Timeless content that people want to share with their network, like a little find that makes those who discovered it shine! 🥇
  • French

    Native or bilingual

  • English

    Fluent

  • Spanish

    Fluent

Can work on-site
Compiègne (up to 30km)

Experience

  • Max Capinvestisseur
    Personal Investment Coach
    BANKING AND INSURANCE
    January 2022 - Today (4 years and 5 months)
    Personal finance coaching.

    I help individuals assess their financial situation and investments to guide them towards better savings management. 🧭

    🎯 My goal: to train them to become autonomous in their investment decisions, their product choices, and their partners (banks, fintech).

    => Tailored support according to each client's level and life goals. 🏠

    🎥 My YouTube channel: https://www.youtube.com/@maxcapinvestisseur
    Coaching Finance Investment Banking Life Insurance Insurance Savings Negotiation Training Social Media
  • Otherwise Insurance
    Business Developer (B2B Partnerships)
    BANKING AND INSURANCE
    January 2017 - November 2019 (2 years and 10 months)
    Région de Paris, France
    Otherwise is the pioneering startup in collaborative insurance in France.

    Business Development:
    -Definition and implementation of B2B2C commercial strategy with corporate partners
    -Presentation of offers and negotiation of terms with prospects -Onboarding of partners

    Account Management:
    -Collection and analysis of feedback (B2B & B2C) for product and marketing tool improvement
    -Management of commercial relationships with partners and their communities
    -Monitoring of partnership metrics (Google Analytics, Serenytics) -Creation of internal processes to facilitate partnership management and monitoring

    Marketing:
    -Definition of partners' marketing/communication needs
    -Creation of marketing materials (slides, prints, etc.) and project management with the marketing team
    -Optimization of user journeys (marketing triggers, landing pages)
    Business Development Marketing Account Management Negotiation
  • CGI Business Consulting
    Financial Services Consultant
    CONSULTING AND AUDITS
    September 2016 - December 2016 (3 months)
    Région de Paris, France
    Support for financial institutions on 3 themes:
    -Digitalization
    -Change Management
    -Regulatory Compliance
    Consulting Change Management Digital Transformation

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Education

  • Master of Science in Management - Corporate Finance
    IÉSEG School of Management
    2013
    En contrat d'apprentissage durant 2 ans chez BPIFRANCE Projet consulting : comment améliorer la communication entre les différents métiers de Bpifrance?
  • Bachelor's Degree in Economics-Finance
    Catholic University of Lille
    2011

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