Toulouse - Société Générale Private Banking
Tradition and innovation, rigor and imagination, are the key values put forward by Societe Generale's French Private Banking teams to manage and preserve their clients' estates, whatever objectives they may have: protecting, developing or transferring their estate under the best conditions.
A major player in private banking, Societe Generale Private Banking offers it clients the skill and service, the creativity and the ethics, which guarantee performant wealth management and high level of financial sophistication. Thanks to the professionalism of its teams and to the strengths of Societe Generale Group, the French Private Banking entity remains committed to its clients for a durable and fruitful relation in order to meet their demands. Organizing, structuring, developing or transmitting an estate requires management with regular follow-up designed for the needs of each and to respond to changes in law and taxation. Private Banking France offers a tailored service through a dedicated representative: the client relationship manager (CRM).
The CRM federates a number of specialists, relying on the know-how of experts so as to ensure his clients of the services enjoyed by top investors :
- Structured products
- Discretionary/Advisory portfolio management
- Stock-options management
- Personal financing
- Legal and tax planning
- Day-to-day banking services