FLORAN MACCHERONI
Beausoleil
Summary
Recently graduated with a Master’s degree in International Wealth Management, I am seeking a new professional opportunity. With experience in private banking and wealth management firms, I have developed strong expertise in financial advisory, real estate investments, and taxation. Proactive and detail-oriented, I enjoy working in teams and always strive to provide tailored solutions that meet clients' specific needs.
Overview
5
5
years of professional experience
Work History
Asset & Private Wealth Management
Crédit Agricole Private Bank
Nice
09.2024 - 09.2025
- Deliver comprehensive financial investment advisory services, including mutual funds, private equity, and structured products.
- Provide expert real estate investment advice, focusing on real estate trusts, property tax deficits and furnished rental investments
- Enhance net work growth through proactive prospecting and referrals within the retail agency network.
Premium Banker
Crédit Agricole
Roquebrune-Cap-Martin
09.2023 - 09.2024
- Greet customers individually and assess their financial and banking requirements.
- Offer personalized recommendations on banking products and services, tailored to each customer's specific needs.
- Handle loan and credit applications, assess customers' repayment ability, and recommend appropriate financing options
Compliance Back And Middle Analyst
Concept Patrimoine Asset Managment
Nice
09.2022 - 09.2023
- Updating compliance files in link with European regulations in a private wealth management firm.
- Customer relationship management and financial advisory services.
- Assisting clients in contract arbitration processes and to work closely with partners to ensure effective collaboration and resolution.
Commercial Banker
Crédit Agricole
Nice
07.2022 - 08.2022
- Provided exceptional customer service by welcoming and assisting clients with their banking needs.
- Actively sold a range of financial products, including credit cards, savings accounts, and other banking services.
- Offered first-level support to clients, assisting with requests such as checkbook orders, application inquiries, fund transfers, and cash withdrawals.
Credit and Insurance Broker (Internship)
GC Assurances
Beaulieu-Sur-Mer
12.2021 - 03.2022
- Conducted thorough client solvency assessments to evaluate financial stability and creditworthiness.
- Assembled and prepared financing credit files for banks, supporting professional and real estate projects.
- Negotiated insurance terms and conditions to ensure clients received the most suitable coverage at competitive rates.
Credit and Insurance Broker (Internship)
GC Assurances
Beaulieu-Sur-Mer
03.2021 - 05.2021
- Conducted thorough client solvency assessments to evaluate financial stability and creditworthiness.
- Assembled and prepared financing credit files for banks, supporting professional and real estate projects.
- Negotiated insurance terms and conditions to ensure clients received the most suitable coverage at competitive rates.
Education
Master's Degree in Finance and International Wealth Management -
IAE Nice
Nice09-2025
Bachelor's Degree in Wealth Management - Taxation And Finance
IPAG Business School
NICE09-2023
Higher National Diploma in Real Estate - Transactions, Taxes And Property Management
ISCAE Business School
NICE06-2022
Skills
- Autorité des Marchés Financiers (AMF)
- Bloomberg Market Concepts
- Office Pack (Word, Excel, PowerPoint)
- CJA (Appropriate Legal Competence)
Languages
French
First Language
English
Advanced (C1)
C1
Timeline
Asset & Private Wealth Management
Crédit Agricole Private Bank
09.2024 - 09.2025
Premium Banker
Crédit Agricole
09.2023 - 09.2024
Compliance Back And Middle Analyst
Concept Patrimoine Asset Managment
09.2022 - 09.2023
Commercial Banker
Crédit Agricole
07.2022 - 08.2022
Credit and Insurance Broker (Internship)
GC Assurances
12.2021 - 03.2022
Credit and Insurance Broker (Internship)
GC Assurances
03.2021 - 05.2021
Master's Degree in Finance and International Wealth Management -
IAE Nice
Bachelor's Degree in Wealth Management - Taxation And Finance
IPAG Business School
Higher National Diploma in Real Estate - Transactions, Taxes And Property Management
ISCAE Business School
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