Regional Sales and Development manager - Product Specialist
> Wealth Management
> Financial Mandates
Mes compétences :
Banking
Corporate finance
English
Finance
French
Hedge Fund
Investment
Investment Banking
Spanish
Entreprises
Indosuez Private Banking
- Regional Sales and Development manager - Product Specialist
2014 - maintenantB2B (90%)
- Responsible of sale of Indosuez Private Banking Funds and Financial Mandates
- Liaise with the Credit Agricole Institutionals and others Institutionals (Regional Banks, Predica, Generalli, La mondiale, Amundi Asset Management)
- Develop the savings inflows of the bank
- Participate to Credit Agricole's directions committee (life insurrance, financial mandate)
- Animate and train more than 800 financials advisors and Private bankers (Financial Product and Financial Market)
- Animate client's meetings (lunch, cocktail, seminar) to present update of financial markets news et to present financial products of the bank
- Animate launch on the market of new products (new mandates, new life insurrance offers)
B2C (10%)
- Sale and set up discretionary financial mandates for HNW and UHNW clients
LCL
- Relationship Manager - Investment Advisor
Villejuif2012 - 2014- Advise HNW private clients (portfolio of 600 people with assets > 200ke) on financial products such as life insurance, mandates, structured products
- Play a managing role by closely monitoring teams and results
- Advise clients with wealth management and tax issues
- Follow compliance issues
Institut du Patrimoine
- Wealth management
2009 - 2012- In charge of completing asset portfolio and personalised report for HNW clients
- Support clients from first approach to finalization of transactions (real estate, tax advisory, financial product)
- Help for portfolio management and selection of investment funds
- Play a major role in overlooking the Property transaction processes by acting as a central communication point for all parties
- Develop (through propection/cold calling) and managed customer portfolio through the use of Salesforce software
Ernst and Young
- Junior 1, Financial Service
Courbevoie2008 - 2009- Play a key role as a team player in the audit such as Calyon, Iberdrola Re, AON and investments funds
- Creat analysis and reports of company accounts using raw data
- Use abilities such as great attention to detail, critical thinking and good time management
- Manage interviews of various parties within the audited firm
Eurohold
- Financial analyst
2007 - 2008- Prepare market analysis and researched target firms for top management
- In charge of finding, prospecting and approaching new clients with the aim of building the firm’s portfolio
- Prepar and deliver pitches to management and clients
- Prepar studies on various markets
Goaljet Aviation ltd
- Sales manager
2007 - 2007- Prospect and develop the firm portfolio
- Creat marketing presentation and developped new services for private clients
- Develop new customers and markets’ approaches to increase market share