Sabrina Pinning

Personalized client support in optimizing their financial, real estate, and tax assets. Analysis of the overall situation, development of tailor-made strategies, investment advice (life insurance, retirement savings plans, rental real estate, etc.), and regular portfolio monitoring. Listening, pedagogy, technical expertise, and results-orientation at the service of client objectives.

Experienced professional in client relationship management, satisfaction piloting, and loyalty. Team supervision, performance indicator (KPI) monitoring, complaint management, implementation of corrective actions, and sales animation. Strong adaptability, service orientation, and results-orientation.

Operational support to the manager in daily team management and client satisfaction. Supervision of checkouts, schedule management, quality procedure monitoring, participation in staff training, and performance indicator analysis. Responsive, organized, and involved in the continuous improvement of the client experience.