SACHA VALLIER
BRON
Summary
Experienced customer advisor, I am adept at managing a client portfolio and ensuring follow-up effectively. Additionally, I can present products and their features with clarity and promote new offers. Thanks to my communication skills, I build strong customer loyalty. Motivated professional enthusiastic about cultivating strong customer and community relationships.
Overview
4
4
years of professional experience
Work History
Private Client Banker
LCL
LYON
09.2022 - 08.2024
- Managed financial risk and portfolio diversification by recommending new products.
- Evaluated client's financial and patrimonial situations to provide precise assessments and define objectives.
- Welcomed clients, conducted discovery interviews to identify their needs, and proposed tailored solutions.
- Provided personalized advice on suitable products or services based on client's specific needs.
Wealth Management Advisor
MonConseillerFi.com
LYON
09.2021 - 09.2022
- Supported clients in their wealth transfer projects (donations, inheritances).
- Assisted in the preparation and specific financing, known as Lombard Credit.
- Processed and reviewed financial applications, collecting and verifying required documents.
- Analyzed client's financial situations to assess and mitigate operational risks.
Loan Broker
YMANCI
Lyon
09.2020 - 08.2021
- Welcomed and guided clients to meet their expectations and needs.
- Assisted clients with financial planning and risk analysis related to their real estate projects.
Education
Master’s Degree in Business Engineering/Wealth Management - Finance
MBWAY
LYON08-2024
Bachelor’s Degree in Investment Consulting - Finance
EFAB/SCIENCES-U
LYON08-2022
RNCP Level 5 Title/Customer Service Manager - Commerce
CIEFA/GROUPE IGS
LYON08-2021
Skills
- Microsoft Office (Excel, PowerPoint, Word)
- Active listening and empathy
- Investment consulting
- Customer relationship management
- Analytical rigor
- Responsiveness
Additional Information
- Travel
- Art
- Music
N° C.C.S.S. : 559404
Languages
French
First Language
English
Advanced (C1)
C1
Timeline
Private Client Banker
LCL
09.2022 - 08.2024
Wealth Management Advisor
MonConseillerFi.com
09.2021 - 09.2022
Loan Broker
YMANCI
09.2020 - 08.2021
Master’s Degree in Business Engineering/Wealth Management - Finance
MBWAY
Bachelor’s Degree in Investment Consulting - Finance
EFAB/SCIENCES-U
RNCP Level 5 Title/Customer Service Manager - Commerce
CIEFA/GROUPE IGS
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