Edouard FAURE COOPER

En résumé

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

Réseau

• Antoine MUNCH

• Benjamin MAURICE

• Caroline BELAT

• Céline PAUMARD

• Charles GERARD

• Claude MONTY

• Jessica CHEVALIER

• Mathilde LAMBIN

• Noémie DUPREZ

• Pierre BOURDU