Carl TABET

En résumé

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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