vicot

-Development of a client portfolio with over 10 million assets under management. - Setting up wealth audits for private clients. - Implementation of financial strategies tailored to customers' needs and capacities. - Administrative follow-up of financing files via standards imposed by the AMF. - Internal and external strategic development. -Develop various financial products with partners (banks, investment funds, etc.)

-Prospecting, developing the customer portfolio. - Contact regular customers to present our new services and promotions, in order to i-ncreasesales. - Manage orders with suppliers, as well as website inventory. - Find new partners to keep the website up to date and competitive. - Develop customer relations by responding to customer needs, CRM and store management.