Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Client Advisor

  • Dec 2022 - Present

  Vancouver, Colombie-Britannique, Canada Perform complex and diversified tasks within established rules and limits; manage escalation requests from other employees as required. Analyze problems and determine next steps. Keep abreast of consumer needs, industry trends and best practices, as well as the regulatory environment surrounding products and services provided. Provide professional sales and service in response to inquiries, questions and requests from current and potential customers. Achieve sales objectives by… Show more Perform complex and diversified tasks within established rules and limits; manage escalation requests from other employees as required. Analyze problems and determine next steps. Keep abreast of consumer needs, industry trends and best practices, as well as the regulatory environment surrounding products and services provided. Provide professional sales and service in response to inquiries, questions and requests from current and potential customers. Achieve sales objectives by focusing on relevant investment products. Show less



Groupe BPCE

• France
• Banking
• 700 & Above Employee

• Financial Planner

  • Dec 2021 - Nov 2022

  Ville de Paris, Île-de-France, France Implement business development strategies to acquire new customers (proactive call campaigns and maintenance of in-branch employee referrals). Develop solutions and make recommendations based on an understanding of business strategy and stakeholder needs. Take the lead in proactively communicating with new and existing customers by conducting needs-based assessments to increase loyalty and target immediate and future opportunities.

• Personnal Banker

  • Jan 2019 - Dec 2021

  Ville de Paris, Île-de-France, France



Kao Corporation

• Japan
• Personal Care Product Manufacturing
• 700 & Above Employee

• Marketing Manager

  • Feb 2020 - Jul 2020

  Ville de Paris, Île-de-France, France