Venceslas Falcotet

Organization and monitoring of daily activities: team supervision, planning of human and technical resources. Development and monitoring of investment plans: development work, equipment, infrastructure modernization. Management of work schedules and task distribution among employees. Management: recruitment, training, and supervision of seasonal teams.

• • Use of 02S and Big Expert software

• • Proposal of adapted solutions in terms of savings, life insurance, provident schemes, and real estate investments

• • Support for clients in their wealth transfer projects (gifts, inheritances)

• • Compliance with rules of conduct and ethics

• • Development of wealth assessments to identify tax optimization opportunities. Creation and management of adapted portfolios based on the client's risk profile.

• • Support for clients in their wealth transfer projects (gifts, inheritances)

• • Distribution of life insurance and capitalization contracts under mandate

• • Development of personalized wealth management strategies considering clients' short and long-term objectives. Awareness of legal, tax, and financial aspects among the sales network

• • Leading client meetings on the theme of discretionary management

• • Use of Big Expert software