Directeur Régional
Current
Jan 2023 - Present
AeroLeads people directory · profile
Loic Chartier Email & Phone Number
Directeur régional
at
Unofi
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Directeur régional
Location
Lyon, Auvergne-rhône-alpes, France
Company size
Who is Loic Chartier? Overview
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Quick answer
Loic Chartier is listed as Directeur régional at Unofi, a with 145 employees, based in Lyon, Auvergne-rhône-alpes, France. AeroLeads shows a matched LinkedIn profile for Loic Chartier.
Loic Chartier previously worked as Directeur Espace Patrimonial at Milleis Banque Privée and Branch Manager at Milleis Banque. Loic Chartier holds Master 2, Sciences Po Lyon, Political Sciences from Institut D'Etudes Politiques De Lyon.
Company email context
Email format at Unofi
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Unofi
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Profile bio
About Loic Chartier
Loic Chartier is a Directeur régional at Unofi. He is proficient in Chinois, Allemand and English.
Current workplace
Loic Chartier's current company
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Unofi
10 roles
Loic Chartier work experience
A career timeline built from the work history available for this profile.
Directeur Espace Patrimonial
Management d'une équipe de 11 Banquiers Privés et 5 Assistants Banque Privée sur les implantations de Lyon et Dijon.
Apr 2021 - Dec 2022
Branch Manager
Dec 2019 - Apr 2021
Private Banker
Coordinator and trusted advisor for wealthy client relationships integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals handles complex wealth and relationship management issues. Delivers advanced planning techniques through knowledge of complex investment products and services (structured investment products, discretionary asset management…) Prospects for clients by sourcing and building own pipeline of clients / opportunities. Demonstrates highly developed sales client contact and relationship management skill
May 2018 - Dec 2019
Conseiller En Patrimoine / Wealth Management Advisor
Coordinator and trusted advisor for wealthy client relationships integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals handles complex wealth and relationship management issues. Delivers advanced planning techniques through knowledge of complex investment products and services (structured investment products, discretionary asset management…) Prospects for clients by sourcing and building own pipeline of clients / opportunities. Demonstrates highly developed sales client contact and relationship management skill
Mar 2007 - May 2018
Conseiller Patrimonial & Pro
Nov 2006 - Feb 2007
Relationship Manager
Acquires, develops and strengthens banking customer relationships through effective relationship management in accordance with business goals.
Feb 2004 - Oct 2006
Self Employed
Asknfind.Com / Jesaistout.Com
Ask’n Find, Human-assisted search engine : market study & business plan Live Testing phase ended up in a “no-go” decision
Nov 2002 - Sep 2003
Sep 2001 - Sep 2002
It & Communication Manager
Epr
Sep 2000 - Aug 2001
Team & coworkers
Colleagues at Unofi
Other employees you can reach at unofi.fr. View company contacts for 145 employees →
AR
Anne-Valerie Rinaldi
Colleague at UnofiLevallois-Perret, Île-De-France, France
View →
CB
Camille Bergès
Colleague at UnofiBrive-La-Gaillarde, Nouvelle-Aquitaine, France
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AD
Arnaud De Fornel
Colleague at UnofiMeudon, Île-De-France, France
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SL
Sylvie Leclercq
Colleague at UnofiLa Ravoire, Auvergne-Rhône-Alpes, France
View →
AL
Angélique Loison
Colleague at UnofiGreater Angers Area, France
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PH
Pierre Hennebelle
Colleague at UnofiMontpellier, Occitanie, France
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DM
Daniel Marchisyn
Colleague at UnofiGreater Bordeaux Metropolitan Area, France
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PG
Pierre Gaudin
Colleague at UnofiGreater Le Havre Area, France
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MB
Mélanie Bernardoni
Colleague at UnofiSalon-De-Provence, Provence-Alpes-Côte D'Azur, France
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AP
Alexandra Plouzin
Colleague at UnofiNantes, Pays De La Loire, France
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Anne-Valerie Rinaldi
Colleague at UnofiLevallois-Perret, Île-De-France, France
View →
CB
Camille Bergès
Colleague at UnofiBrive-La-Gaillarde, Nouvelle-Aquitaine, France
View →
AD
Arnaud De Fornel
Colleague at UnofiMeudon, Île-De-France, France
View →
SL
Sylvie Leclercq
Colleague at UnofiLa Ravoire, Auvergne-Rhône-Alpes, France
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AL
Angélique Loison
Colleague at UnofiGreater Angers Area, France
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PH
Pierre Hennebelle
Colleague at UnofiMontpellier, Occitanie, France
View →
DM
Daniel Marchisyn
Colleague at UnofiGreater Bordeaux Metropolitan Area, France
View →
PG
Pierre Gaudin
Colleague at UnofiGreater Le Havre Area, France
View →
MB
Mélanie Bernardoni
Colleague at UnofiSalon-De-Provence, Provence-Alpes-Côte D'Azur, France
View →
AP
Alexandra Plouzin
Colleague at UnofiNantes, Pays De La Loire, France
View →
6 education records
Loic Chartier education
Master 2, Sciences Po Lyon, Political Sciences
Master 2 - Cesb - Gestion De Patrimoine, Wealth Management
Master 2 (M2), Ebusiness Management
Certification Amf
Exchange Student
Education record
Lycée Jean Moulin
FAQ
Frequently asked questions about Loic Chartier
Quick answers generated from the profile data available on this page.
What company does Loic Chartier work for?
Loic Chartier works for Unofi.
What is Loic Chartier's role at Unofi?
Loic Chartier is listed as Directeur régional at Unofi.
Where is Loic Chartier based?
Loic Chartier is based in Lyon, Auvergne-rhône-alpes, France while working with Unofi.
What companies has Loic Chartier worked for?
Loic Chartier has worked for Unofi, Milleis Banque Privée, Milleis Banque, Milleis Banque (Ex Barclays France), and Barclays.
Who are Loic Chartier's colleagues at Unofi?
Loic Chartier's colleagues at Unofi include Anne-Valerie Rinaldi, Camille Bergès, Arnaud De Fornel, Sylvie Leclercq, and Angélique Loison.
How can I contact Loic Chartier?
You can use AeroLeads to view verified contact signals for Loic Chartier at Unofi, including work email, phone, and LinkedIn data when available.
What schools did Loic Chartier attend?
Loic Chartier holds Master 2, Sciences Po Lyon, Political Sciences from Institut D'Etudes Politiques De Lyon.
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