Banquier privé

• Mar 2022 - Present

Assistant Gestion Privée

• Jul 2021 - Mar 2022

Développement Gestion Privé

• Jan 2021 - Jun 2021

Identifier les clients potentiels par segment d’activité à travers une veille quotidienne et préparer les envois de documents de prospection. Aide à la rédaction de présentations spécifiques pour ces clients potentiels : projets patrimoniaux, propositions d’investissements sur les marchés financiers, modélisation de portefeuilles… Aide à la préparation de reportings spécifiques sur des classes d’actifs non cotées. Participer à l’amélioration de divers documents… Show more Identifier les clients potentiels par segment d’activité à travers une veille quotidienne et préparer les envois de documents de prospection. Aide à la rédaction de présentations spécifiques pour ces clients potentiels : projets patrimoniaux, propositions d’investissements sur les marchés financiers, modélisation de portefeuilles… Aide à la préparation de reportings spécifiques sur des classes d’actifs non cotées. Participer à l’amélioration de divers documents marketing et des processus internes.

Family Office Analyst

• Jul 2020 - Dec 2020

Participate in the structuring and management of the wealth of large private clients by assisting the Family Office in making strategic decisions. Controlling multi-institution financial monitoring, the elaboration and application of the investment strategy, in contact with family officers and portfolio managers. Contribute to the design of consolidated reporting (including the performance of client contracts, the evolution of the main stock market indices) and complex… Show more Participate in the structuring and management of the wealth of large private clients by assisting the Family Office in making strategic decisions. Controlling multi-institution financial monitoring, the elaboration and application of the investment strategy, in contact with family officers and portfolio managers. Contribute to the design of consolidated reporting (including the performance of client contracts, the evolution of the main stock market indices) and complex financial analysis of client portfolios. Assist in the management of the various departments of the FO, ensuring the progress of various issues and multi asset classes (legal and tax, philanthropy, real estate...). Collaborate in the commercial development through the elaboration of service proposals and personalized pricing for potential new clients. Show less Participate in the structuring and management of the wealth of large private clients by assisting the Family Office in making strategic decisions. Controlling multi-institution financial monitoring, the elaboration and application of the investment strategy, in contact with family officers and portfolio managers. Contribute to the design of consolidated reporting (including the performance of client contracts, the evolution of the main stock market indices) and complex… Show more Participate in the structuring and management of the wealth of large private clients by assisting the Family Office in making strategic decisions. Controlling multi-institution financial monitoring, the elaboration and application of the investment strategy, in contact with family officers and portfolio managers. Contribute to the design of consolidated reporting (including the performance of client contracts, the evolution of the main stock market indices) and complex financial analysis of client portfolios. Assist in the management of the various departments of the FO, ensuring the progress of various issues and multi asset classes (legal and tax, philanthropy, real estate...). Collaborate in the commercial development through the elaboration of service proposals and personalized pricing for potential new clients. Show less

Sales Support Assistant

• Jun 2018 - Dec 2018

Control the classic bookings (the integrity and completeness of the sale's operations) Produce legal documents for vanilla and exotic products (Cap, Floor, Swap). Deal with anomalies detected within the framework of their controls (detailed analysis, reporting of anomalies, communication with the Front Office for problem resolution). Ensure the post-booking process: validation of operations, KYC and MIFID documentation. Control the classic bookings (the integrity and completeness of the sale's operations) Produce legal documents for vanilla and exotic products (Cap, Floor, Swap). Deal with anomalies detected within the framework of their controls (detailed analysis, reporting of anomalies, communication with the Front Office for problem resolution). Ensure the post-booking process: validation of operations, KYC and MIFID documentation.

Financial Auditor

• Jan 2018 - May 2018

Assist with and may conduct interviews of responsible officials and staff as needed to gain an overall understanding of systems, processes, procedures, reports, and transactions, and to examine specific issues or areas. Identify, obtain, analyze, and evaluate relevant information needed to support audit conclusions and results. Prepare audit work papers to document relevant information obtained, analyzed, and evaluated that support audit observations and conclusions. Assist with and may conduct interviews of responsible officials and staff as needed to gain an overall understanding of systems, processes, procedures, reports, and transactions, and to examine specific issues or areas. Identify, obtain, analyze, and evaluate relevant information needed to support audit conclusions and results. Prepare audit work papers to document relevant information obtained, analyzed, and evaluated that support audit observations and conclusions.

Vice président

• Nov 2016 - Nov 2017

Logistics Manager

• May 2017 - Jul 2017

Coordination of a team of 4 people Support of more than 3000 students Coordination of a team of 4 people Support of more than 3000 students

Receptionist

• Jun 2015 - Aug 2015

To guarantee the smooth running of the clients' stay. Constitute the customer files at the time of the reservation, arrival or in the payment of the service by the customer. Ensure the switchboard and the taking of reservations in a multilingual environment. Assist the assistant director in specific Revenue Management assignments. To guarantee the smooth running of the clients' stay. Constitute the customer files at the time of the reservation, arrival or in the payment of the service by the customer. Ensure the switchboard and the taking of reservations in a multilingual environment. Assist the assistant director in specific Revenue Management assignments.