Freelancer profile translated to English.
Back to original languageAbout Thibault
Expert with 8 years of experience in wealth management, private banking, and fintech.
💡 For companies looking to develop a Financial Advisory activity:
- Analysis of the sector and current and future market practices
- Creation and integration of a Financial Advisory activity within your structure
- Regulatory support AMF/ACPR
- Implementation of processes and tools
- Construction of the commercial offer
- Team training
🎯 For companies:
- Treasury management and investment in assets aligned with your projects
- Independent financial investment advice
- Commission-free approach for total objectivity (fee-based billing)
My approach: independence, transparency, and expertise for tailor-made solutions.
French
Native or bilingual
English
Fluent
Spanish
Basic
Can work on-site
Avignon (up to 50km), Paris (up to 10km), Toulon (up to 10km)
Experience
- La Belle ÉpargneFounder & Financial AdvisorOctober 2023 - Today (2 years and 8 months)Avignon, France- Creation of the firm, website, and obtaining CIF and COA licenses- Around ten clients accompanied and followed- Establishment of a B2B partnership- Incubation at Skema Venture
- JD2M - Jedéclaremonmeuble.comHead of Sales / Manager of the Sales Team and DevelopmentMay 2021 - October 2023 (2 years and 6 months)Paris, France- Recruitment, Training, and Management of a team of 15 sales representatives (sales/accounts)- Reorganization of the sales team- Management of commercial activity (38,000 clients / €10 million in revenue).- Development of B2B partnerships
- WesaveManager of the Wealth Management Department - Financial Advisor (CIF status)BANKING AND INSURANCEMay 2018 - May 2021 (3 years)Paris, France- Management of the financial advisors and back office team- Advisor for private banking clients- Creation of the Wesave Immo platform- Development and promotion of the product offering (Wesave Savings, Real Estate & Advice)- Manager of the B2B Open Banking Project- Network animator for independent financial advisors- Manager of the Amundi group audit for B2C
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Education
- AMF CertificationCNAM2024Certification AMF
- SKEMA PGE MASTER2018MASTER SKEMA PGE