Freelancer profile translated to English.
Back to original languageAbout Yannis
French
Native or bilingual
Can work on-site
Paris (up to 50km)
Experience
- PredictisReferent / Manager CGPIBANKING AND INSURANCESeptember 2022 - Today (3 years and 9 months)Paris, FranceManagement of a team of 14 advisors, with comprehensive and continuous training. Piloting their activity, commercial animations (telemarketing operations, meetings) and daily follow-up. Support in.
- PredictisIndependent Wealth Management AdvisorBANKING AND INSURANCEMarch 2021 - Today (5 years and 3 months)92100 Boulogne-Billancourt, FranceProspecting to build and develop my client portfolio. Day-to-day management and follow-up of my clients. Wealth strategy established after analyzing my clients' needs. More than 200 clients followed in 2026.
- LCLPrivate AdvisorSeptember 2017 - September 2019 (2 years)Montigny-le-Bretonneux, FranceDevelopment of commercial relationships. Management of banking risks. Management of portfolios in accordance with the duty of advice.
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Education
- Master in Wealth ManagementParis School Of Business2019Master en Gestion de Patrimoine
- Professional banking licenseIUT Evry2016Licence professionnelle banque