Football
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
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
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