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ANTONI AUDELAN
Financial Advisor
Bailleau l'Evêque
Summary
Over 8 years of experience in banking and finance, passionate about supporting clients and managing portfolios. Equipped with strong skills in personalized advice, client relationship management, and financial analysis, I am seeking a new professional opportunity, in France or abroad, where I can actively contribute to the development of the company while pursuing my personal and international career goals. Currently in Australia, I have developed strong adaptability and the ability to thrive in multicultural environments.
Overview
9
9
years of professional experience
2
2
Languages
2
2
years of post-secondary education
Work History
Corporate Client Advisor (Work-Study)
Banque Populaire
09.2022 - 09.2024
- Managed and developed a portfolio of professional clients (SMEs, artisans, retailers, and liberal professions).
- Analyzed financial needs to propose tailored solutions: financing, investments, insurance, and cash management.
- Supported clients in development projects, prepared credit files, and ensured rigorous risk monitoring.
- Collaborated with industry experts to provide comprehensive and personalized services.
- Contributed to prospecting activities and client loyalty strategies.
Retail Client Advisor (Work-Study)
BNP Paribas
01.2021 - 01.2022
- Managed a portfolio of retail clients, offering personalized advice on banking services and financing solutions.
- Focused on client satisfaction and loyalty through attentive and customized support.
Commercial Advisor
Crédit Mutuel
01.2016 - 01.2021
- Responsible for developing a portfolio of clients by proposing banking and insurance products tailored to their needs.
- Ensured regular follow-up to maintain client satisfaction and strengthen long-term relationships.
Education
Master Grande Ecole - Banking, Finance, And Management
Excelia
La Rochelle 09.2022 - 09.2024
Master of Science - Banking And Business Relationship Management
Excelia
La Rochelle 04.2001 -
Bachelor’s Degree - Omnichannel Banking
Ecole Supérieure De La Banque
Orléans 04.2001 -
Higher National Diploma (BTS) - Banking
Ecole Supérieure De La Banque
Chartres 04.2001 -
Skills
Portfolio Management
Strategic Analysis
Financial Analysis
Multitasking and Adaptability
Leadership and Teamwork
Conflict Management and Resolution
Sales and Client Service Excellence
Interests
Rugby
Travel
History
Cinema
Timeline
Corporate Client Advisor (Work-Study)
Banque Populaire
09.2022 - 09.2024
Master Grande Ecole - Banking, Finance, And Management
Excelia
09.2022 - 09.2024
Retail Client Advisor (Work-Study)
BNP Paribas
01.2021 - 01.2022
Commercial Advisor
Crédit Mutuel
01.2016 - 01.2021
Master of Science - Banking And Business Relationship Management
Excelia
04.2001 -
Bachelor’s Degree - Omnichannel Banking
Ecole Supérieure De La Banque
04.2001 -
Higher National Diploma (BTS) - Banking
Ecole Supérieure De La Banque
04.2001 -
Languages
French
Native or Bilingual
English
Full Professional