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Edouard FAURE COOPER

PARIS

En résumé

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 - maintenant B2B (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

    Villejuif 2012 - 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

    Courbevoie 2008 - 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

Formations

  • Universidade De Aveiro (Aveiro)

    Aveiro 2005 - 2006 Business/Economy/Finance

    Erasmus student

    Economy - EU Exchange Program
  • IESEG, School Of Management

    Lille 2003 - 2008 Finance

    Equis, AACSB

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