Aurore Martinet

Client Relationship Manager at Intesa Sanpaolo Wealth Management S.A.
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Contact Information
us****@****om
(386) 825-5501
Location
Luxembourg, Luxembourg, Luxembourg, LU
Languages
  • Francais Native or bilingual proficiency
  • Anglais Professional working proficiency
  • Espagnol Native or bilingual proficiency
  • Chinois Elementary proficiency
  • Catalan Professional working proficiency

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Experience

    • Luxembourg
    • Banking
    • 1 - 100 Employee
    • Client Relationship Manager
      • 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

    • Luxembourg
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Auditor
      • 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

    • Audit Associate
      • 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

    • Audit Trainee
      • 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

    • France
    • Financial Services
    • 700 & Above Employee
    • Audit Trainee
      • 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.

    • France
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Human Resources Assistant
      • 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

    • France
    • Retail Luxury Goods and Jewelry
    • 700 & Above Employee
    • Sales consultant
      • 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)

    • France
    • Retail Luxury Goods and Jewelry
    • 700 & Above Employee
    • Sales consultant
      • 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)

    • France
    • Civic and Social Organizations
    • Partnerships / Logistics / Candidates Manager
      • 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

Education

  • KEDGE Business School
    Internation Bachelor in Business and Administration
    2015 - 2020
  • UQAM | Université du Québec à Montréal
    Ecole des sciences de la gestion
    2018 - 2019
  • University of Valladolid
    Degree of Finance, Banking and Insurance
    2017 - 2018
  • OGEC Lacordaire School
    Baccalaureate, Economic and Social
    2012 - 2015

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