In order to offer you a personalized advice and to have a global view of your situation, your Personal Banker will invite you to a 360 interview with the following objectives :
- To listen to you by analyzing your situation in the three essential fields which are: the management of your assets, the protection of your family and the realization of your future projects.
- To provide you with a complete solution that meets your needs and gives you perfectly adapted advice in these areas.
- To ensure, with you, that we have all the necessary knowledge concerning you in order to guarantee the relevance of our advice.
After analyzing your situation, we will draw up a personal assessment on the basis of which your Personal Banker will accompany you on a daily basis in order to establish a relationship of trust over the long term.