-Part of a team managing around 150 high-net-worth individual (HNWI) clients in the South West of France, each with an average of €10M in liquid assets under management.-Tracked and analyzed M&A activities, including LBOs and MBOs.-Contributed to business development efforts by identifying 400+ new prospects.-Assisted private bankers with meeting preparations, creating PowerPoint presentations and detailed organizational charts.-Developed an automated Excel tool using VBA to help bankers monitor prospects more efficiently.-Completed training in private equity, fixed income, financial analysis, economic cycles, and behavioral finance.

-Strategically advised clients with wealth ranging from €300,000 to €800,000 on investment and savings opportunities tailored to their financial goals-Collaborated closely with Private Bankers, transferring clients when necessary-Managed the day-to-day administrative operations of the bank-Offered assistance to bankers during client meetings, addressing wealth-related challenges with solutions and expertise

-Converted leads to appointments & rental contracts (120+)-Interacted in Spanish, English and French-Responded promptly to client inquiries via phone, text, and email-Identified homes that meet the client's criteria -Showed properties to prospective clients-Refined the client's criteria and select additional properties to show as necessary-Gathered and answered client's questions about potential properties and local community information-Used the company's CRM to create the contracts and follow up the payment process-Communicated diligently with administrative staff to ensure the highest level of service to buyer clients from initial contact through contract to close.