Aurore Martinet
Client Relationship Manager at Intesa Sanpaolo Wealth Management S.A.- Claim this Profile
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Francais Native or bilingual proficiency
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Anglais Professional working proficiency
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Espagnol Native or bilingual proficiency
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Chinois Elementary proficiency
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Catalan Professional working proficiency
Topline Score
Bio
Experience
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Intesa Sanpaolo Wealth Management S.A.
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Luxembourg
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Banking
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1 - 100 Employee
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Client Relationship Manager
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Mar 2023 - Present
- Safekeeping of financial assets - Recordkeeping of non-financial assets, determine and assess relevant legal documentation relating to the transactions and proper maintenance of the asset file - Instruct and process cash payments related to all transactions that are valid according the client prospectus and defined strategy - Perform the depositary oversight duties - Produce all internal / external regulatory reporting - Deliver in time the Annual Depositary Bank Confirmation - Perform due diligences on the clients’ service providers (AIFMs, ManCo, FA and TA) - Stepup and maintain operating memorandum with all required parties - Investment restrictions and monitoring - Identify and provide any conflicts of interest situation related to the funds/clients/bank - Assist on the on-boarding of new clients - Assist in the drafting and implementation of relevant internal procedures Show less
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PwC Luxembourg
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Luxembourg
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Financial Services
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700 & Above Employee
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Senior Financial Auditor
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Jul 2021 - Mar 2023
Types of audited funds : UCITS, SIF, FoF, Hedge funds and RAIF- Plan and oversee the auditing process- Allocate responsibilities to junior and staff auditors- Review team members’ work for accuracy and compliance- Perform effective risk and control assessments- Complete audits on time and submit reports to auditing manager- Present audit findings and find ways to increase compliance and efficiency- Coordinate periodical audits- Review of Financial Statements- Review of NAV errors- Preparation of merger reports Show less
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Audit Associate
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Mar 2020 - Jul 2021
- Participation in the quality control of the financial statements of investment funds- Participation in the quality control of the annual reports of companies- Contribution to improving the quality of audit files- Participation in audit and accounting engagements for local and international clients in investment funds sector- Implementation an audit methodology : analysing the client’s environment, assessing the risks and the internal control framework, auditing the financial statements, drafting recommendations and specific reports- Use of new general and accounting standards and international regulations (IFRS, US GAAP, Sarbanes-Oxley Act, UCITS IV, etc.) Show less
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Audit Trainee
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Sep 2019 - Feb 2020
- Participation in the quality control of the financial statements of investment funds- Participation in the quality control of the annual reports of companies- Contribution to improving the quality of audit files- Participation in audit and accounting engagements for local and international clients in investment funds sector- Implementation an audit methodology : analysing the client’s environment, assessing the risks and the internal control framework, auditing the financial statements, drafting recommendations and specific reports- Use of new general and accounting standards and international regulations (IFRS, US GAAP, Sarbanes-Oxley Act, UCITS IV, etc.) Show less
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KPMG France
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France
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Financial Services
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700 & Above Employee
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Audit Trainee
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Jan 2019 - Jun 2019
- Participation in legal audit missions integrated in the audit teams - Participation in an interim phase (entrusted work of process tests) - Aid for the completion of the final works (tests on the annual accounts) - Participation in the reporting phase. - Participation in legal audit missions integrated in the audit teams - Participation in an interim phase (entrusted work of process tests) - Aid for the completion of the final works (tests on the annual accounts) - Participation in the reporting phase.
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BTP CFA PACA - Centres de formation du Bâtiment Provence-Alpes-Cote d'Azur
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France
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Professional Training and Coaching
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1 - 100 Employee
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Human Resources Assistant
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Jan 2017 - Jun 2017
- Development of employment contracts - Preselection of applications - Participation in recruitment interviews - Participation in dismissal procedures - Follow-up of the regulatory posting - Follow-up of the training plan - Participation in Compulsory Annual Negotiations - Participation in negotiations (Equality agreements H / F, Quality of Life at Work, Disability, Generation Contract) - Participation in the elections of the new Bureau - Development of employment contracts - Preselection of applications - Participation in recruitment interviews - Participation in dismissal procedures - Follow-up of the regulatory posting - Follow-up of the training plan - Participation in Compulsory Annual Negotiations - Participation in negotiations (Equality agreements H / F, Quality of Life at Work, Disability, Generation Contract) - Participation in the elections of the new Bureau
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Louis Vuitton
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France
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Retail Luxury Goods and Jewelry
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700 & Above Employee
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Sales consultant
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Dec 2016 - Dec 2016
- Reception of customers to offer the best possible experience - Sale of leather goods, accessories, shoes, watches, jewelery - Management of reinsorting - Exploitation of clienteling tools to build customer loyalty - Development of a thorough knowledge of the Brand and products (in terms of manufacture, material, and history) - Reception of customers to offer the best possible experience - Sale of leather goods, accessories, shoes, watches, jewelery - Management of reinsorting - Exploitation of clienteling tools to build customer loyalty - Development of a thorough knowledge of the Brand and products (in terms of manufacture, material, and history)
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Louis Vuitton
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France
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Retail Luxury Goods and Jewelry
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700 & Above Employee
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Sales consultant
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Jun 2016 - Aug 2016
- Reception of customers to offer the best possible experience - Sale of leather goods, accessories, shoes, watches, jewelery - Management of reinsorting - Exploitation of clienteling tools to build customer loyalty - Development of a thorough knowledge of the Brand and products (in terms of manufacture, material, and history) - Reception of customers to offer the best possible experience - Sale of leather goods, accessories, shoes, watches, jewelery - Management of reinsorting - Exploitation of clienteling tools to build customer loyalty - Development of a thorough knowledge of the Brand and products (in terms of manufacture, material, and history)
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DCF Marseille Provence
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France
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Civic and Social Organizations
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Partnerships / Logistics / Candidates Manager
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Nov 2015 - Jun 2016
- Prospecting and canvassing of candidates likely to participate in the event - Establishment of partnership agreements to obtain the financial support necessary for the organization of the event - Logistics management upstream and during the event - Prospecting and canvassing of candidates likely to participate in the event - Establishment of partnership agreements to obtain the financial support necessary for the organization of the event - Logistics management upstream and during the event
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Education
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KEDGE Business School
Internation Bachelor in Business and Administration -
UQAM | Université du Québec à Montréal
Ecole des sciences de la gestion -
University of Valladolid
Degree of Finance, Banking and Insurance -
OGEC Lacordaire School
Baccalaureate, Economic and Social