After a double degree specialized in wealth management, I am currently doing my end-of-studies internship as an investment advisor Being dynamic, hard-working and having good interpersonal skills, I am looking for new opportunities in wealth management. Do not hesitate to contact me, I would be pleased to discuss with you.
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Chargée De Clientèle PatrimonialeCrédit Mutuel Arkéa May 2024 - Present -
Chargée De ClientèleCrédit Mutuel Arkéa Dec 2018 - May 2024 -
Investment AdvisorBnp Paribas Apr 2018 - Sep 2018Bordeaux Area, FranceThe missions entrusted are the following : - Doing everyday banking activities- Respond to customer needs - Identify the needs of customers- Substitute the two investment advisors of the agency during their holidays- Business operations : phoning and customer appointments -
Management ControllerFortuneo Jul 2017 - Sep 2017Brest Area, FranceDuring my job at Fortuneo, my main tasks involve : - Reporting development (weekly and monthly) - Budget monitoring - Monitoring trading activity -
Financial ControllerKeytrade Bank Nov 2016 - May 2017Brussels Area, BelgiumThe main missions entrusted :- Implementation of management control in Keytrade Bank - Budget monitoring -
Financial ControllerFortuneo Belgium May 2016 - Nov 2016Brussels Area, BelgiumTasks entrusted :- Structuring financial data - Budget monitoring- Reporting development - Cost accounting -
Vice-PresidentLa Cause Des Enfants Sep 2015 - Jun 2016Inseec Business School Bordeaux“La Cause des Enfants” is a humanitarian association which aims to help children with academic problems.
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Hotel ReceptionistSalles Hotels Jun 2015 - Aug 2015Platja D'Aro, SpainAs a receptionist, I had to do everything to satisfy customers. I was in charge of client focus in several languages ( french, spanish, english and a little russian). Indeed, I had to do the check-in, the check-out and to be at the disposal of clients to facilitate their stay. In addition, I had to do administrative documents.
Frequently Asked Questions about Elsa Simon
What company does Elsa Simon work for?
Elsa Simon works for Crédit Mutuel Arkéa
What is Elsa Simon's role at the current company?
Elsa Simon's current role is Investment advisor at BNP Paribas.
What schools did Elsa Simon attend?
Elsa Simon attended Inseec, Inseec, Kérichen.
Who are Elsa Simon's colleagues?
Elsa Simon's colleagues are Lea Hermeline, Marie Metz, Boris Lucas, Christelle Dubois, Géraldine Le Cocquen, Herve Sazarin, Margaux David.
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Elsa Simon 🔦🌟
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