Freelancer profile translated to English.
Back to original languageAbout Rosenie
With solid experience in supporting private and high-potential clients, I excel in personalized advice on wealth management, financial optimization, and investment strategy. My expertise covers all banking, savings, and insurance needs, with an ability to identify the best opportunities to secure and grow assets, while ensuring responsive follow-up and lasting loyalty. My mastery of financial products, combined with constant monitoring of regulations, allows me to provide tailor-made solutions for each profile and build relationships based on trust and efficiency.
French
Native or bilingual
English
Conversational
Can work on-site
Melun (up to 50km)
Experience
- Bred Groupe BPCEPrivate Client AdvisorBANKING AND INSURANCEMarch 2025 - Today (1 year and 4 months)Joinville-le-Pont, France• Support clients in achieving their projects related to financing, savings, insurance, and daily banking.• Retain clients through file follow-up and responsiveness to provide quality service.• Develop a portfolio by acquiring new clients through prospecting, recommendations, and referrals.• Manage risks by adhering to banking regulations and procedures.
- LCL Groupe crédit agricolePrivate Banking Assistant AdvisorBANKING AND INSURANCEJune 2024 - February 2025 (8 months)Paris, France• Handle the full range of 'Daily Banking' services (appointment scheduling, simple credit arrangements, savings advice, bank cards, insurance, etc.).• Ensure follow-up of ongoing operations and service quality.• Promote products and services dedicated to LCL Private Banking clients through various channels.• Assist advisors during wealth management appointments.
- LCL Groupe crédit agricolePrivate Advisor –BANKING AND INSURANCEMay 2021 - June 2024 (3 years and 1 month)• Ensure the quality of the entire client relationship: the primary point of contact for private clients for assets and liabilities.• Identify development potential with clients.• Prospect by meeting LCL bank clients managed by branches, professional business centers, and companies.• Have a precise knowledge of the bank's products, particularly the Stock Market offering (mutual funds, direct securities, etc.).
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Education
- PROFESSIONAL DEGREE IN INSURANCE, BANKINGIUT2016LICENCE PROFESSIONNELLE ASSURANCE, BANQUE
- TOEIC
Certifications
- AMF (Financial Markets Authority) certificationBARCHEN
- IOBSP: Intermediary in Banking Operations and Payment ServicesOur training center AM&JT2021