Experience

Trusteam Finance

• France
• Financial Services
• 1 - 100 Employee

• Asset Management Sales - Financial market

  • Sep 2022 - Present

  B to B clientele - front office Asset Management - equity, bond and diversified investment products. Missions carried out: - Development and follow-up of a customer portfolio. - Proposal of investment products adapted to the targeted clientele. - Transmission of Trusteam's investment philosophy. - Responses to customer requests. - Commercial animation, organization of round tables, meetings, webinars. - Travel throughout the France for customer follow-up. B to B clientele - front office Asset Management - equity, bond and diversified investment products. Missions carried out: - Development and follow-up of a customer portfolio. - Proposal of investment products adapted to the targeted clientele. - Transmission of Trusteam's investment philosophy. - Responses to customer requests. - Commercial animation, organization of round tables, meetings, webinars. - Travel throughout the France for customer follow-up.



CACEIS

• France
• Banking
• 700 & Above Employee

• Analyst Trade Management

  • Sep 2021 - Sep 2022

  One year apprenticeship contract as Middle Officer Trade Management at CACEIS. In charge of control, validation and calculation of the trades commissions, taxes, prices and amount. in charge of validating and correcting the SSI's of trades, chasing the brokers and follow the trade throughout its life cycle until the settlement delivery of the operation jointly with the back office. One year apprenticeship contract as Middle Officer Trade Management at CACEIS. In charge of control, validation and calculation of the trades commissions, taxes, prices and amount. in charge of validating and correcting the SSI's of trades, chasing the brokers and follow the trade throughout its life cycle until the settlement delivery of the operation jointly with the back office.



Selexium

• France
• Investment Banking
• 1 - 100 Employee

• wealth managment consultant

  • Sep 2020 - Mar 2021

  canvassing and making appointments with future clients, drawing up balance sheets, finding solutions adapted to the client's needs, preparing reservation contracts, establishing weekly sales reports. canvassing and making appointments with future clients, drawing up balance sheets, finding solutions adapted to the client's needs, preparing reservation contracts, establishing weekly sales reports.