Freelancer profile translated to English.

Description

Private banking professional, I support individuals, families, and business leaders in managing and optimizing their wealth, with a comprehensive, independent, and educational approach.

I address all wealth management issues on a daily basis: investment, taxation, retirement, and wealth transfer, by offering concrete, clear, and tailored solutions for each situation.

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🔹 My areas of expertise

• Wealth assessment and strategy

• Financial and real estate investment advice

• Tax optimization

• Life Insurance / Retirement

• Wealth structuring (holding companies, SCI, LMNP…)

• Gifts, inheritance, wealth transfer

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📩 Need clear and tailor-made wealth management support?

I offer a first meeting to analyze your situation and define a strategy adapted to your goals.

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Can work on-site

Antony (up to 50km)

BNP Paribas Banque Privée
Private Banker High Net Worth Individuals
BANKING AND INSURANCE
September 2023 - Today (2 years and 9 months)
Rueil-Malmaison, France
Synergy towards Wealth Management
Managed AUM: €210M
Support for business leaders
Talent Program 2023-2028
Wealth Advisory Tax Consulting Asset Allocation Financial Advisory
BNP Paribas Banque Privée
Private Banker Entrepreneurs
BANKING AND INSURANCE
September 2021 - September 2023 (2 years)
Saint-Germain-En-Laye, Saint-Germain-en-Laye, France
Portfolio development through synergy (+17 in 2022, +19 in 2023)
Managed AUM: €90M (growth of +€19M) Advice on management packages (AGA, SO, RSU)
Wealth and financial expertise GreenTeam & Greenwashing Referent
BNP Paribas Banque Privée
Private Banker Individuals
BANKING AND INSURANCE
October 2018 - September 2021 (2 years and 11 months)
Reims, France
Apprenticeship
Preparation of appointments
Drafting of wealth management engineering reports