Cédric Legendre

Coordinator of 13 agency advisors in wealth management activities
Financial Training & assistance

Sector: Banking

After having studied the structure of the customers’ patrimony (real estate, financial credits, etc), I advised them on the services and investments corresponding to their needs, for example, on legal and tax aspects related to transformation of their inheritance. I helped clients to manage their money by helping them to invest accurately while avoiding risks that might reduce the value of their assets. I provided them with tax and pension advice, helped them to develop a strategy for philanthropy, and advised them on estate planning.

•Managing a portfolio of select Private Banking clients
400 clients, €80 million assets managed, personal turnover of €10 million in cash-flow (10% of total collect)
•Coordinator of 16 agency advisors in patrimonial activity
•Drafting wealth management solutions for the purpose of revenue (HARVEST system) and handing down
•Selling life insurance and real estate for tax exemption

Sector: Banking

Advise and propose a range of products and services in connection with the needs of the bank’s customers.

•Managing a retail bank portfolio to be developed
900 accounts, €1 million assets managed, personal turnover of 500K€ in cash-flow (10% of total collect)

•French Petroleum Institute clients’ adviser (commercial development of student’s accounts)

•Selling life insurance and mortgages

Sector: Banking

Establish a diagnosis of customers’ risks, propose the adequate protection to them and draft their contracts. Answer the customers’ requirements according to the evolution of their personal or professional situation and adapt accordingly the offer of insurance or financial products. Manage the branch in an autonomous way and recruit, train and lead a team of collaborators. The assets managed amounted to €1.2 million, my personal turnover was 500K€ in cash-flow (5% of total collect).

In addition, since June 1998 (Branch manager)
•Developing an insurance portfolio (400 private and business clients) with high quality service

•Head of an insurance agency located in Paris

September 1996 to June 1998 (Sales Manager)

•Selling life insurance, private health insurance, home insurance, credit insurance and car insurance

Sector: Insurance

•Drafting letters for elected people in response to their correspondence with the Prime Minister

Sector: Administration and Public Services