Bertrand G.
About Bertrand G.
Bertrand G. serves as the Sous Directeur D'agence at HSBC in Toulouse, France, where he manages a team and oversees a portfolio of high-net-worth clients. With extensive experience in wealth management and a strong educational background in finance, he has been instrumental in generating significant banking income for the agency.
Work at HSBC
Bertrand G. has been serving as Sous-directeur d'agence at HSBC since 2021 in Toulouse, Occitanie, France. In this role, he manages a team of seven and oversees a portfolio of 600 high-net-worth clients, with total assets under management amounting to 30 million euros. His responsibilities include conducting comprehensive wealth diagnostics and ensuring the risk management and profitability of the client portfolio. Prior to his current position, he held various roles at HSBC, including Conseiller Patrimonial and Conseiller Professionnel Expert, accumulating over a decade of experience within the organization.
Education and Expertise
Bertrand G. has a strong educational background in finance and economics. He studied at Université Toulouse Capitole, where he earned a Master 2 in Banque et Finance Européennes in 2007 and a Master 1 in Sciences Economiques in 2006. Additionally, he studied at Toulouse School of Management, obtaining a Master in Finance in 2005. His expertise encompasses financial, legal, and fiscal developments related to wealth management, which supports his role in managing high-net-worth clients.
Background
Before his current role, Bertrand G. worked at HSBC in various capacities. He began as Conseiller Clientèle from 2007 to 2010 in Nice, followed by a position as Conseiller Patrimonial from 2010 to 2012 in Vence. He then transitioned to Toulouse, where he served as Conseiller Patrimonial from 2012 to 2015 and as Conseiller Professionnel Expert from 2015 to 2021. This progression reflects his extensive experience in client management and wealth advisory services.
Achievements
In his current role, Bertrand G. is responsible for generating a net banking income of 3 million euros. His ability to oversee a substantial portfolio of high-net-worth clients and conduct detailed wealth diagnostics demonstrates his proficiency in wealth management. His leadership of a team of seven further highlights his capability in managing both client relationships and team dynamics within the banking environment.