Experience

GRESHAM Banque Privée

• France
• Banking
• 100 - 200 Employee

• Private Banker

  • Sep 2016 - Present

  Develop and Manage clients portfolio Provide investment solutions to high net worth individual clients Identify, planning and develop new private banking relationship Achieve personal and team goals Analysis clients portfolio and discuss markets, their issues and opportunities with clients Creation of golf, car and yacht events/partnerships, organization of meetings for potential clients Develop and Manage clients portfolio Provide investment solutions to high net worth individual clients Identify, planning and develop new private banking relationship Achieve personal and team goals Analysis clients portfolio and discuss markets, their issues and opportunities with clients Creation of golf, car and yacht events/partnerships, organization of meetings for potential clients



Groupe Crédit Agricole

• France
• Banking
• 700 & Above Employee

• Wealth Manager

  • Aug 2015 - Aug 2016

  Developed relationships with high-net-worth clients Conducted comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile Identifying opportunities and preparing customized asset allocation suggestions Provided financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement Developed relationships with high-net-worth clients Conducted comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile Identifying opportunities and preparing customized asset allocation suggestions Provided financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement



Groupe Crédit du Nord

• Banking
• 700 & Above Employee

• Private and Business advisor

  • Sep 2014 - Aug 2015

  Developed and managed customer relationships with individuals, professionals and businesses Treatment of professional and private party, study and asset optimization Analyzed feasibility study and installation of credit files (professionals, real estate) Participated in the approach and management of a professional trade funds in a cost-effective and risk control Developed and managed customer relationships with individuals, professionals and businesses Treatment of professional and private party, study and asset optimization Analyzed feasibility study and installation of credit files (professionals, real estate) Participated in the approach and management of a professional trade funds in a cost-effective and risk control



London Guest List

• London, United Kingdom

• Guest List Manager

  • Sep 2013 - Aug 2014

  In working relationship with private clubs in London, Organized trade development - Research partnership and new customers Conducted management activities - Promoters Management Ensured customer services Assisted in the expansion of the company In working relationship with private clubs in London, Organized trade development - Research partnership and new customers Conducted management activities - Promoters Management Ensured customer services Assisted in the expansion of the company



Easy Let London

• London, United Kingdom

• Agent Immobilier

  • Sep 2013 - Aug 2014

  Meeting and greeting clients visiting the offices Organized telephone sales - taking part in ring out sessions Generated appointments for viewings Implemented network promotional information Meeting and greeting clients visiting the offices Organized telephone sales - taking part in ring out sessions Generated appointments for viewings Implemented network promotional information



STAR ENGINEERING

• France
• Research Services
• 1 - 100 Employee

• Project Manager

  • Apr 2013 - Aug 2013