Mickael Quiniou

Secteur : Services financiers

- Review of clients’ investment portfolios: division among broad types of investment classes, assessment of asset allocation strategy, , description of the equities, recommendations according to financial goals, investing time frame and risk tolerance.

Skills Attained: Working knowledge of the ‘offshore’ financial industry, personal financial planning, foreign fiscalities. Follow-up on clients’ swithes to their portfolios. Experience in sales calls: cold-calling, telemarketing.

Secteur : Services financiers

- Creation of a competition observatory and of the procedure of surveillance for the markets of life insurance and fund management.

- Organization of the activities for the business providers’ network.

- Updating of all databases for the currency change to the Euro.

- Finalization of the second version of the Arcalis intranet in collaboration with the AGF tech support.

- Presented the company at industry conventions at which the company was introduced and advertised to potential customers.

Skills Attained: Working knowledge of the insurance industry, individual futures fund management, and market sector analysis/research directly related to benchmarking competitive companies within a particular industry. Research was achieved through the company’s established database, online resources, company intranet, and interaction with Arcalis’ clients (variety of businesses including international banking, service providers, etc.). Creation of advertising materials for customer base including graphic design using Quark Xpress software.

Secteur : Assurance