Cynthia Le Taillanter-Dos Santos

• Managing and building a deep and strong relationship with HNWI customer of Paris 6/7 th arrondissement- (Business Leader, Stock Optionners, Managing Executives, Influentials, MD)
• Proactively developing my Portfolio in synergy with BNP PARIBAS branch Managers, and Client Referrals
• Building Personalized Wealth Planning Strategies (Holding companies, Investment strategies including :tailored Investment Solutions, Structured products, Private Equity, mutual funds, Shareholding company Succession-Transfer strategy, Tax Optimization, Retirement Schemes...)
• Providing a Follow up and Ongoing Advice on clients portfolio
• Showcasing BNP Paribas Wealth Management HNWI Product Range but also all the appropriate and relevant solutions through our Open Architecture offer
• Leveraging our tailored Lending and Credit activities to address our clients needs
• Collaborating closely with colleagues across Investors relations/Fund managers/ Legal and Compliance, Philanthropy Expert…
• Keeping abreast of industry/market trends and Society developments
• Advocating For ESG/SRI and Impact Investing towards our clients but also in our Teams ( Time for the Planet)

MATERNITY LEAVE

• Managing a High Value Customer portfolio
• Developing in synergy with the retail and direct canvassing my client portfolio
• Building a Personalized Investment Plan and Strategy that meets our clients’ needs and requirements
• Developing , adjusting and delivering consistent advices on Assets and Financial solutions in compliance with the Wealth management Approach we have designed for the client needs
• Offering Guidance on available Credit and Lending solutions ( Home financing, personal Needs..) while insuring the Risk Management framework is respected
• Acting as a collaborative part of BNP Paribas Wealth Management team.

• Managing a High Value Customer portfolio
• Developing in synergy with the retail and direct canvassing my client portfolio
• Building a Personalized Investment Plan and Strategy that meets our clients’ needs and requirements
• Developing , adjusting and delivering consistent advices on Assets and Financial solutions in compliance with the Wealth management Approach we have designed for the client needs
• Offering Guidance on available credit and Lending solutions ( Home financing, personal Needs..)
• Acting as a collaborative part of BNP Paribas Wealth Management team.

• Producing “tailor made” colours, technical support and assistance on paint/hardware products for customers, restocking, sales.

• The Phone House
• Advising customers, selling complementary insurance, preparing subscription requests, after sales service.

• ZARA
• Sales and advice, restocking, merchandising.