Xavier Moreau

Chargé d'affaires professionnels at Caisse d'Epargne Bourgogne Franche-Comté (CEBFC)
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Contact Information
us****@****om
(386) 825-5501
Location
FR
Languages
  • English Full professional proficiency
  • Spanish Limited working proficiency
  • Français Native or bilingual proficiency
Skills

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Romain MUZARD

J'ai eu l'occasion de travailler plusieurs mois avec Xavier, durant un stage dans mon Cabinet de Gestion Patrimonial. Xavier est à l'écoute, à soif d'apprendre et est force de proposition.

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Experience

  • Caisse d'Epargne Bourgogne Franche-Comté (CEBFC)
    • France
    • Banking
    • 700 & Above Employee
    • Chargé d'affaires professionnels
      • Dec 2022 - Present

  • Valority
    • France
    • Real Estate
    • 300 - 400 Employee
    • Conseiller en gestion de patrimoine spécialisé en immobilier
      • Jan 2019 - Jan 2023

      Développement et fidélisation d'un portefeuille client, Traitement des contacts entrants (Internet, E-mailing), Initiation d'actions personnelles (partenariats, recommandations), Conseiller et commercialiser nos solutions de placements immobiliers. Développement et fidélisation d'un portefeuille client, Traitement des contacts entrants (Internet, E-mailing), Initiation d'actions personnelles (partenariats, recommandations), Conseiller et commercialiser nos solutions de placements immobiliers.

  • Colonial Countertops Ltd.
    • Canada
    • Manufacturing
    • 1 - 100 Employee
    • Installer
      • Jul 2018 - Jan 2019

      - Quartz, Granite & Natural stones cutting - Kitchen and bathroom installations - Managing team at customers places - Quartz, Granite & Natural stones cutting - Kitchen and bathroom installations - Managing team at customers places

  • Societe Generale
    • France
    • Banking
    • 700 & Above Employee
    • Financial advisor
      • Sep 2015 - May 2018

      - Advising clients on wealth management and taxation - Selling financial products (loans, mortgages, life insurance, market products and structured products) - Selling insurance products (residential and automotive insurance) - Managing a high volume of personal and commercial transactions - Advising clients on wealth management and taxation - Selling financial products (loans, mortgages, life insurance, market products and structured products) - Selling insurance products (residential and automotive insurance) - Managing a high volume of personal and commercial transactions

  • Societe Generale Private Banking - SGPB
    • Financial Services
    • 700 & Above Employee
    • Private Banker assistant
      • Feb 2015 - Aug 2015

      Internship - Responding to client queries - Organization of appointment schedule - Oversaw Production of reports and marketing plans Internship - Responding to client queries - Organization of appointment schedule - Oversaw Production of reports and marketing plans

  • Romain muzard
    • Beaune, France
    • Wealth Manager
      • May 2014 - Aug 2014

      - Conseil et orientation des clients dans une optique patrimoniale - Prospection - Gestion du portefeuille client - Conseil et orientation des clients dans une optique patrimoniale - Prospection - Gestion du portefeuille client

Education

  • University of Lyon II
    Master's degree, Banking and Finance
    2013 - 2015
  • University of Lyon II
    Bachelor's in Banking, Bank, Finance and Risk Management
    2012 - 2013

Community

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