Simon Legrand work email
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Simon Legrand personal email
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Simon Legrand is a Responsable de Clientèle at AXA. He possess expertise in microsoft office, management, powerpoint, finance, microsoft excel and 5 more skills. He is proficient in Espagnol and Anglais.
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Responsable ClientèleAxa Feb 2021 - PresentFranceAXA Epargne et Protection -
Team Leader - Conseiller FinancierMyproject "L'Art De Conseiller" Nov 2015 - Mar 2022Région De Lausanne, Suisse• Team Leader d'une équipe de conseillers Formation et accompagnement des juniors sur le terrain• Développement commercial Prospection client et fidélisation du portefeuille existant• Optimisation du patrimoine Défiscalisation / Investissement / Immobilier / Assurances / LPP -
Conseiller En Fiscalité Et AssurancesGlobalis Partner Feb 2015 - Nov 2015Région De Lausanne, Suisse• Fiscalité• Assurances et prévoyance (2ème et 3ème pilier)• Développement et gestion client
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Conseiller Front OfficeAxa En France Apr 2014 - Aug 2014Morteau (25)• Front Office Accueil et conseil client• Suivi administratif et élaboration d'offres• Développement Prévoyance / Placements / Investissements -
Stage - Consultant JuniorDrouot Estate - Axa Wealth Managment Jan 2012 - Jun 2012Paris (75)• Bilan patrimonial• Investissement locatif et défiscalisant• Sélection des programmes immobiliers adaptés • Suivi du client dans l’acquisition du bien
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Stage - Assistant Du Responsable De ClientèLe PrivéEBanque Privee Europeenne S.A. May 2011 - Jul 2011Région De Besançon, France• Suivi de portefeuille• Bilan patrimonial• Optimisation du portefeuille financier client -
Stage - Assistant En Gestion De PatrimoineCrédit Mutuel May 2010 - Jul 2010Région De Paris, France• Découverte du monde bancaire• Saisie et analyse de bilan• Diagnostique et préconisation patrimonial -
Stage - Conseiller CommercialRenault Group May 2009 - Jul 2009Pontarlier• Vente • Dossier de financement
Simon Legrand Skills
Simon Legrand Education Details
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Finance Internationale -
Finance And Financial Management Services -
Lycée Xavier Marmier – PontarlierEconomique Et Social
Frequently Asked Questions about Simon Legrand
What company does Simon Legrand work for?
Simon Legrand works for Axa
What is Simon Legrand's role at the current company?
Simon Legrand's current role is Responsable de Clientèle.
What is Simon Legrand's email address?
Simon Legrand's email address is si****@****ail.com
What schools did Simon Legrand attend?
Simon Legrand attended Liverpool John Moores University, Institut Supérieur Européen De Gestion, Iseg, Lycée Xavier Marmier – Pontarlier.
What are some of Simon Legrand's interests?
Simon Legrand has interest in Education.
What skills is Simon Legrand known for?
Simon Legrand has skills like Microsoft Office, Management, Powerpoint, Finance, Microsoft Excel, Gestion De Patrimoine, Big Expert, Top Invest, Communication Skills, Business Strategy.
Who are Simon Legrand's colleagues?
Simon Legrand's colleagues are Veerle De Witte, James Joy, Ayanleh Ahmed, سيف سيوفي ستايل, 野田哲郎, Bilal Bilou, Alex Esp.
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Simon Legrand
Greater Angers Area
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