# Premium Relationship Advisor Location[France](https://jobicy.com/resume-region/france.md)Rate, USD Not specifiedWork schedule Full Time, Links Language skills English, French, GermanAvailable for Hire Yes [Hire me](#resume-dialog) Save Log in to save ## About me I am a banking professional with solid experience in relationship management, financial advisory, and portfolio development within the retail banking sector. I have managed affluent client portfolios while conducting financial needs assessments, risk evaluations, and delivering tailored investment and banking solutions. I have successfully handled a portfolio of 400+ affluent clients and focused on building long-term trusted relationships with high-value customers. My work has centered on understanding client objectives, identifying suitable investment opportunities, and supporting portfolio growth. I have delivered strong commercial results, including €3.4 million in net inflows in 2025 and €2.4 million in discretionary portfolio management assets under management. I am comfortable working in fast-paced, target-driven environments where accuracy and client service are both essential. My experience also includes KYC, CDD, AML/CFT, MiFID II, and regulatory compliance responsibilities. I have reviewed and validated customer documentation, monitored banking and investment operations, and escalated risk concerns when needed. I work closely with Compliance, Risk, Investment Specialists, and Operations teams to resolve complex client cases and ensure regulatory adherence. I value cross-functional collaboration and maintain a strong focus on confidentiality, operational excellence, and attention to detail. I hold advanced education in wealth management, private banking, business management, and political science. I am fluent in French, fluent in English, and have basic proficiency in German, and I am open to remote work. ## Professional area ### [Finance & Accounting](https://jobicy.com/resume-category/accounting-finance.md)[Management & Operations](https://jobicy.com/resume-category/management.md) ## Skills ### [Business Development](https://jobicy.com/resume-skill/business-development.md)[Client Relationship Management](https://jobicy.com/resume-skill/client-relationship-management.md)[Commercial awareness](https://jobicy.com/resume-skill/commercial-awareness.md)[Communication skills](https://jobicy.com/resume-skill/communication-skills.md)[KYC](https://jobicy.com/resume-skill/kyc.md)[Microsoft Office](https://jobicy.com/resume-skill/microsoft-office.md)[Problem Solving](https://jobicy.com/resume-skill/problem-solving.md)[Relationship Management](https://jobicy.com/resume-skill/relationship-management.md)[Risk Management](https://jobicy.com/resume-skill/risk-management.md)[Stakeholder Management](https://jobicy.com/resume-skill/stakeholder-management.md) ## Education Sep 2019 - Mar 2021 Master’s Degree in Wealth Management & Private Banking @ ESG Finance Graduated with AMF Certification (Financial Markets Authority), Paris. Sep 2018 - Jun 2019 Bachelor in Business Management @ MBWAY Lille Lille. Sep 2015 - Jun 2018 Bachelor’s Degree in Political Science @ Université de Lille II Lille. ## Experience Jan 2022 - Present Premium Relationship Advisor @ BNP Paribas Managed and developed a portfolio of 400+ affluent clients, delivered tailored financial solutions, achieved €3.4 million in net inflows in 2025, generated €2.4 million in discretionary portfolio management assets under management, conducted KYC/CDD/suitability reviews, validated customer documentation, identified risk indicators, and collaborated with Compliance, Risk, Investment Specialists, and Operations teams. Apr 2021 - Jan 2022 Private Client Advisor @ BNP Paribas Managed client investment and wealth management portfolios, analyzed financial situations and investment objectives, reviewed financial and regulatory documentation, supported compliance controls including KYC, AML, and MiFID II, monitored banking and investment operations, and supported investment and wealth structuring solutions. Sep 2019 - Mar 2021 Junior Private Client Advisor (Apprentice) @ BNP Paribas Contributed to business development and client retention through personalized service and strategic outreach, and provided support in portfolio management and asset management activities. ## Recommend this talent ## Related resumes * [![Photo](https://jobicy.com/react/themes/app/images/candidate.png) Engineering ManagerCosta RicaI am an engineering leader with more than 20 years of experience keeping software projects organized, tested, and moving on small, fast-paced, distributed teams. 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