Hugo Bourhis
Chantilly
Summary
Personal Banking Advisor with hands-on experience in wealth management and retail banking. Skilled in customer relationship management, tax-efficient investment strategies, and financial advising. Demonstrated ability to manage high-value portfolios and consistently achieve performance goals in a competitive environment.
Overview
2
2
years of professional experience
Work History
Portfolio Manager / Retail Banking Client Advisor
LCL, Crédit Agricole Group
06.2024 - Current
- Managing a high-value client portfolio
- Promoting and selling banking and insurance products
- Identifying client needs and proposing financing solutions
- Providing investment and financial advice
- Wealth and tax optimization
- Offering tax exemption solutions
- Managing money laundering and fraud risks
- Contributing to overall client satisfaction and training new agency staff
Front Desk Officer
LCL, Crédit Agricole Group
05.2023 - 06.2024
- Achieving annual commercial objectives set by management
- Advising clients and promoting banking and insurance services: deposits, consumer and housing loans, daily banking, insurance
- Executing all client operations: withdrawals, transfers, etc.
- Ensuring effective client communication (agency displays, digital tools)
- Assisting clients in using mobile banking, online banking, and e-signature tools
- Analyzing client needs and directing them to dedicated advisors when necessary
Education
International English Certificate - Language
Evergreen Stage College -EF
Seattle09.2022
BTSA Technical Sales - Sales and Marketing
C.F.A
Semur-en-Auxois07.2020
BEPA + Professional Baccalaureate - business and administration
MFR
Neufchatel En Bray05.2018
Skills
- Fluent in French
- Financial Analysis
- Banking software proficiency
- Client Relationship Management
- Client portfolio management
- Mastery of all banking operations
- Tax exemption strategies and financial investments
- Asset optimization
- Support for private banking clients
Voluntary Experience
Since January 2023, I’ve been the treasurer of Boxing Club Creil. I handle the club’s budget, financial reporting, and sponsor partnerships with brands like VENUM. I also manage memberships and help organize events. This role has strengthened my financial and organizational skills.
Personal Information
- Relocation: New York
- Visa Status: The J1 visa does not need any sponsorship
Timeline
Portfolio Manager / Retail Banking Client Advisor
LCL, Crédit Agricole Group
06.2024 - Current
Front Desk Officer
LCL, Crédit Agricole Group
05.2023 - 06.2024
International English Certificate - Language
Evergreen Stage College -EF
BTSA Technical Sales - Sales and Marketing
C.F.A
BEPA + Professional Baccalaureate - business and administration
MFR
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