Summary
Overview
Work History
Education
Skills
Interests
Timeline
Languages
Generic
ANTONI AUDELAN

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

Football

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
ANTONI AUDELANFinancial Advisor