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Pierre Louis BerthelotPL

Pierre Louis Berthelot

Wealth Management Advisor

€125/day
Angers, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About 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 conservateur
    Independent Savings Expert
    BANKING AND INSURANCE
    June 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 PARIBAS
    Proximity Advisor
    September 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'ÉPARGNE
    Private Banking Account Manager
    September 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 Management
    MBway Angers
    2023
    Master Gestion de Patrimoine
  • Bachelor's in Marketing, Commerce, and Negotiation
    Ipac Bachelor Factory Angers
    2020
    Bachelor Marketing Commerce et Négociation

Certifications

  • AMF
    Financial Markets Authority
    https://www.esbanque.fr/
    Financial Investments Real Estate Investment Financial Investment

Skill set

Categories

  • Other