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Carl TABET

Paris

En résumé

Mes compétences :
team portfolio management
relationship management
manage their retirement
back office
Risk Analysis
Process Improvement
Mutual Funds
Money Markets
Government Legislation
Financial Planning
Equities
Business Development
Asset Allocation

Entreprises

  • Hsbc Private Bank - Relationship manager

    Paris 2013 - 2016 Developed, managed and retained a 100M$+ portfolio consisting of 250 relationships with internationally high net-worth Individuals (Top
    client net worth of 1B$).
    • Established a solid referral network of 50+ centres of influence (Corporations, C-level executives, business owners, corporate bankers, lawyers,
    accountants and consultants) who referred new prospective clients, partners and investors on a regular basis
    • Pitched HSBC's global investment proposition to large professional firms in Montreal for business development, resulting in increased
    onboarded clients and sales pipeline.
    • Selected to lead, in the region of Quebec, a financing partnership with 25+ equity owners of a top tier global consulting firm which resulted in
    higher portfolio revenue growth.
    • Overviewed the implementation of a new Financial Planning platform across Canada and ensured proper integration in the Quebec region.
    • Constructed investment strategies to clients based on risk analysis of their financial needs, time horizon, asset allocation and market exposure.
    • Directly supervised 2 banking officers and regularly trained 15 junior bankers on relationship management and business development.
    • Sold 2M$+ net of HSBC investment funds to internal clients while educating them on financial markets and macro/micro economic
    movements.
    • Selected as HSBC Circle of excellence on net $ inflow – Among Top 3 performers in the Quebec region, achieving 140% of sales target

  • STANDARD LIFE - Customer Relations

    Edimbourg 2012 - 2013 * Planned and executed complex transactions related to pension plans legislation and governance in Canada. ;
    * Established strong customer relations with HR departments of 50 corporate clients from different sectors (Healthcare, Financial service,
    Energy, manufacturing and utilities) providing quality service on pension plans queries.
    * Educated terminated and retired clients on the benefits of their defined benefit and contribution pension plans so they can better manage
    their retirement.
    * Successfully participated in process improvement projects to enhance the efficiency and performance of the back office within the operations
    department.

Formations

  • IE Business School (Madrid)

    Madrid 2017 - 2017 International MBA

Réseau

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