Freelancer profile translated to English.
Back to original languageAbout Pierre Louis
After several experiences in the banking sector (BNP Paribas, Caisse d’Épargne), I chose to partner with Le Conservateur, an independent mutual group founded in 1844. As an independent agent, I believe that customer relationships are paramount to understanding my clients' objectives.
I offer all my clients and prospects (individuals and business leaders) a wealth assessment.
I support my clients in developing and optimizing their savings.
For business leaders, we offer diversified and exclusive products for treasury management.
Together, we develop a wealth strategy tailored to your needs and objectives.
The wealth assessment is free, and an initial phone consultation is non-binding.
You can contact me by phone at .
Pierre-Louis
French
Native or bilingual
Can work on-site
Angers (up to 50km)
Experience
- Le conservateurIndependent Savings ExpertBANKING AND INSURANCEJune 2025 - Today (1 year)Angers, France- In-depth wealth assessment for individuals and professionals- Support and advice on your financial investments (life insurance/Tontine/PEA…)- Implementation of a personalized strategy for developing financial wealth according to your objectives and needs- Retirement planning through our exclusive savings products- Implementation of a tailor-made wealth strategy
- BNP PARIBASProximity AdvisorSeptember 2023 - October 2024 (1 year and 1 month)Angers, France- Analyze clients' financial objectives and design personalized investment strategies- Evaluate existing portfolios and recommend adjustments to optimize returns (PEA, Life Insurance, CTO...)- Provide advice on tax and estate planning (Advice, Providence, Life Insurance)- Meet the expectations and needs of clients and prospects to grow our client portfolio
- CAISSE D'ÉPARGNEPrivate Banking Account ManagerSeptember 2021 - August 2023 (2 years)Saumur, France- Establish a wealth assessment for our clientele- Development and retention of a high-net-worth client portfolio- Sale of banking and insurance products (bank cards, property and casualty insurance)- Financial and real estate investment advice (SCPI, PINEL, LMNP...)- Customer relationship management to enhance customer satisfaction- Sale of savings products in line with their investor profile and expectations (life insurance (unit-linked, euro funds), PEA)
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Education
- Master's in Wealth ManagementMBway Angers2023Master Gestion de Patrimoine
- Bachelor's in Marketing, Commerce, and NegotiationIpac Bachelor Factory Angers2020Bachelor Marketing Commerce et Négociation
Certifications
Skill set
Categories
- Other