Matthieu Barclais Email & Phone Number

➡️ Are you looking for a dynamic, determined young person who is not afraid to take on many challenges?WHO AM I?I am a Wealth Management advisor at BRED BANQUE POPULAIRE with a master's degree in banking and financial law and a master's degree in wealth management with 5 years of experience in the banking sector. MY SKILLS ➡️ Risk management and compliance : Control of customer files for KYC update / vigilance on all operations and requests for loan application, investment or account opening / control of atypical operations / application of LCB-FT regulations ➡️ Development of a client portfolio : Management of client requests / account opening / recommendation / clients satisfaction➡️ Loan : Loan application management / Proposal of personalized loan according to each project ➡️ Savings: monetary and financial savings / LIFE INSURANCE - STRUCTURED PRODUCTS MY CHARACTER TRAITS ➡️ CURIOUS: I am interested in a lot of different areas whether in the private or professional sphere and I like to understand how things work. ➡️ AUTONOMOUS: Being autonomous is for me something important in order to have the most optimal management of the tasks that are entrusted to me. ➡️ CALM: With a calm temperament, this allows me to handle pressure easily and keep a cool head even in the most complicated situations. ➡️ WORKING: It is this taste for work that allowed me to obtain my two master’s degree in the same year. For me, work is the key to many doors. YOU WANT TO KNOW MORE ?Contact me by phone :+33 6 61 68 38 93Contact me by email :matthieu.barclais@outlook.frBank Compliance Risk Management Analyst Credit Loan application

Listed skills include Microsoft Office, Pack Office, Assurance, Gestion De Patrimoine, and 5 others.