Mes compétences :
Microsoft office
Finance
Internet
Entreprises
Elite Investment Group (Shanghai)
- Business Developer and Customer Relation Officer
2012 - maintenantElite Investment Group in Shanghai. Our mission is to source innovative investment products from both the financial services and real estate sectors in order to provide a cost effective and rewarding opportunity to those who are looking to diversify their portfolio internationally. From offshore mutual funds to private syndicates, our range of services cover all ends of the investment spectrum.
• Responsible for generating new business and liaising with clients and senior financial planners.
• Tasked with introducing investment concepts and strategies.
Drafting supporting documents and investment proposals for marketing purposes.
• Received extensive ‘in-house’ training on institutional and fund investment as well as portfolio construction and CRM
• My team includes a Tax Specialist, Broker, Portfolio Manager and Financial Advisor; providing advisory services on wealth management, fund investment, property, banking, taxation, insurance and offshore investment.
Elite Investment Group in Shanghai. Our mission is to source innovative investment products from both the financial services and real estate sectors in order to provide a cost effective and rewarding opportunity to those who are looking to diversify their portfolio internationally. From offshore mutual funds to private syndicates, our range of services cover all ends of the investment spectrum.
• Responsible for generating new business and liaising with clients and senior financial planners.
• Tasked with introducing investment concepts and strategies.
Drafting supporting documents and investment proposals for marketing purposes.
• Received extensive ‘in-house’ training on institutional and fund investment as well as portfolio construction and CRM
• My team includes a Tax Specialist, Broker, Portfolio Manager and Financial Advisor; providing advisory services on wealth management, fund investment, property, banking, taxation, insurance and offshore investment.
Crédit Mutuel Nord Europe
- Auxiliaire été
Lille2012 - 2012Traitement des flux financiers,
Gestion des tâches administratives,
Accueil des clients et nouveaux prospects
Démarchage et vente de produits
Apprentissage des principes et concepts des différents services proposés par le Groupe Manulife International a Hong Kong. Découverte de l'une des plus importante place financière du Monde
Montpellier2010 - 2014Préparation d'un triple diplôme : Bachelor of Business Administration, Licence de la faculté de commerce de Monptellier, diplôme de l'université partenaire (4ème année)
