Freelancer profile translated to English.
Back to original languageAbout Nathalie
I am a wealth management consultant with over 20 years of experience in real estate, insurance, and wealth strategy.
I assist individuals and professionals in:
- structuring and optimizing their assets
- real estate investments (resale, new build, rental)
- tax and financial strategies
During my career,
- I have developed and managed high-value client portfolios
- led and trained sales teams
- led and trained sales teams
- assisted clients in complex real estate and wealth projects
My goal: to propose concrete, adapted, and effective strategies to secure and grow my clients' assets.
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- IMMOCONSEILSWealth Management Consultant | Wealth Strategy & Real Estate InvestmentREAL ESTATEFebruary 2019 - Today (7 years and 4 months)Hyères, FranceI assist individuals and executives in optimizing their assets and their real estate and financial investments with concrete, profitable, and secure strategies.I conduct wealth audits and offer tailor-made investment solutions that match each client's profile.
- IMMOCONSEILSREAL ESTATE TRAINERREAL ESTATEJanuary 2020 - Today (6 years and 5 months)Lyon, FranceLecturer at training schools for BTS and Master's degrees in Real Estate, examination board member for Master's degrees in Wealth Management.
- UFF BanqueWEALTH MANAGEMENT SALES MANAGERBANKING AND INSURANCEJanuary 2015 - April 2015 (3 months)Lyon, FranceTraining, onboarding, and management of a team of 5 Advisors. Client support. Business development.
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Education
- TRAINING AS A REAL ESTATE AND VIAGER EXPERT2024FORMATION D'EXPERT EN IMMOBILIER ET EN VIAGER
- WEALTH MANAGEMENT ADVISOR TRAINING (IOBSPAMF2013FORMATION DE CONSEILLER EN GESTION DE PATRIMOINE (IOBSP