Freelancer profile translated to English.
Back to original languageAbout Yanisse
Wealth Management Advisor | Financial Strategies & Wealth Optimization
Would you like to optimize your assets, prepare for retirement, or secure the future of your loved ones? As a wealth management advisor, I support my clients – individuals, entrepreneurs, and self-employed professionals – in building and managing their wealth strategy.
Through a personalized approach, I analyze your situation and objectives to offer you tailor-made solutions in financial investments, taxation, insurance, and wealth transfer.
My expertise:
✅ Investment Strategies (real estate, life insurance, financial investments)
✅ Tax Optimization and Tax Reduction
✅ Retirement Planning
✅ Spouse and Family Protection
✅ Wealth Transfer and Succession
My goal? To provide you with clear and relevant advice to grow and secure your assets with complete peace of mind.
Let's discuss your project! Contact me for an initial conversation.
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- OLL GROUPDirector of an Airbnb Concierge Service.REAL ESTATEJuly 2020 - Today (5 years and 11 months)Paris, FranceAs the Director of an Airbnb Concierge Service, I oversee all operations to provide an exceptional customer experience for both property owners and travelers. My role involves efficiently managing a diverse portfolio of properties, ensuring each unit is presented at its best and that stays proceed smoothly.I am responsible for optimizing rental income, coordinating cleaning, maintenance, and customer service teams, as well as managing owner relationships. Through meticulous attention to detail and a customer satisfaction-focused approach, I have successfully increased profitability and enhanced our concierge service's reputation.My goal is to continue expanding our portfolio while maintaining high quality standards, ensuring a unique and memorable experience for every guest.
- AIERCommercial DirectorCONSULTING AND AUDITSJanuary 2019 - December 2019 (1 year)Paris, FranceAs a Commercial Director in the consulting and auditing sector, I was responsible for developing and implementing the company's commercial strategy. My primary objective was to grow the client portfolio while optimizing revenue.My main responsibilities included:Developing Commercial Strategy: I designed and executed a medium and long-term commercial strategy, considering market trends, client needs, and the company's financial objectives.Managing Sales Teams: I supervised, trained, and motivated sales teams to achieve our sales targets. I also implemented performance indicators (KPIs) to evaluate effectiveness and identify areas for improvement.Expanding Client Portfolio: I identified new business opportunities, developed strategic relationships with key prospects, and managed contractual negotiations with our clients.Ensuring Client Relationship Management: I ensured regular follow-up with our clients to understand their needs, anticipate their expectations, and guarantee their long-term satisfaction. In case of issues, I intervened proactively to maintain strong and lasting relationships.Skills and Qualifications:I have extensive experience in commercial management, particularly in the consulting and auditing sector.I possess strong skills in team management, negotiation, and business relationship development.I have an excellent understanding of consulting and auditing services, as well as market dynamics.I know how to work strategically while remaining results-oriented.I am proficient in commercial management tools and CRM systems.
Reviews
Recommendations
FU
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Computer Science Engineer.EPITECH2020Le diplôme d'Epitech est conçu pour former des professionnels de l'informatique capables de relever les défis technologiques modernes. Le programme est axé sur l'acquisition de compétences techniques avancées, la résolution de problèmes complexes, et l'innovation dans le domaine des technologies de l'information. Durée : Le cursus se déroule sur 5 ans après le baccalauréat. Formation : Le parcours est structuré autour de projets pratiques et de formations intensives. Les étudiants travaillent sur des projets concrets dès leur première année, ce qui leur permet de développer des compétences techniques tout en appliquant des méthodes agiles et en utilisant des technologies de pointe.