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Hallet FLORIAN

Zürich

En résumé

Creative, design thinking, perfectionist and passionate, smiling, dynamic and outgoing, I’ve been able over my past professional and personal experiences to adapt to any type of situation and clientele.

Stress resilient with excellent organization and presentation skills, I’ve been a team player demonstrating leadership potential and resourcefulness, ever with customer satisfaction as a priority.

Mes compétences :
Étude de marché
Suivi des marchés
Mac OS X
Informatique
Finance de marché
Analyse financière
Entrepreneuriat
Gestion du stress
Apple iOS
Analyse
Communication
Microsoft PowerPoint

Entreprises

  • EFG Bank - Investment Counsellor

    Zürich 2016 - maintenant Investment Counsellor (January 2020 - Presently)
    Junior Investment Counsellor (January 2018 - December 2019)
    Assistant Portfolio Manager (July 2016 - December 2017)

    Part of a team of 6 Discretionary and Advisory senior portfolio managers running +2bn CHF AuMs. Responsible for managing bespoke portfolios and providing advisory services to UHNWI and top-tier private bankers on diversified financial products.

    Daily follow-up and monitoring of single and multi-asset mandates. Cross asset trading and straight interaction with dealing room. Handling direct customer relationships. Created a large range of marketing materials, tailor made investment proposals, comments and reporting for sophisticated clients and prospects. Onshore/offshore meetings promoting bank’s investment solutions to clients and potentials. Tracking developments in the financial markets and global economy, identifying investment opportunities. Permanent member of local investment and global advisory committees.

    Rebooted the declining Advisory activity in 2017, multiplying assets by 13 in three years. Assigned to the development of the bespoke Discretionary offering, focusing on quality of service and materials. Boosting Private Bankers and clients’ satisfaction and confidence, leading to tailor made mandates’ assets multiplied by 4 since 2016. Participated overall to restore growth on the Discretionary side, doubling AuMs in less than four years, transforming execution only clients and attracting NNAs.
  • Banque Internationale à Luxembourg (BIL) - Investment Services Intern

    2016 - 2016 Supported the Investment Management team (discretionary and SIF fund management, 30bn € AuM). In charged of portfolio and fund performances calculation and reporting. Assisted managers in client reports or periodical portfolio reviews. Prepared presentations for regular economic or technical meetings.

    Communication link between portfolio managers and the internal structure of the bank : mail and intranet communication about global investment research and strategy, allocation changes, asset recommendations, etc.. Macro, micro and market research, circulated publications from different providers. Process automation through VBA programming.
  • Dalkia groupe EDF - Financial Auditor

    2015 - 2015 Conducted overhead audit. Qualitative and quantitative statistics analysis and research. Analysed supplier book and subsidiary’s activities. Dysfunctions highlighting, fixing and cut costing. In-depth study of the energy industry. PowerPoint activity reports. Programmed a management VBA tool. Wrote procedures and created communication supports. Led an IT project for the finance and treasury department.
  • Groupe Crédit Mutuel CIC - Assistant Portfolio Manager

    2014 - 2015 Portfolio management company of the Crédit Mutuel – CIC group (4.5bn € AuMs). Assisted 12 asset managers. Portfolio allocations, arbitrages, rebalancing and performance calculation. Portfolio standardization and benchmark monitoring according to investment profile.

    Equity and fund research, fundamental and technical analysis. Economic and financial monitoring and reports, customer and prospect reporting. Asset manager’s commercial activity oversees, VBA tool creation to assign business objectives.
  • Groupe Crédit du Nord - Private Bank Intern

    Paris 2013 - 2013 Buy-Side Analysis, equity analysis, investment consulting and portfolio allocation strategy. Corporate banking department, balance sheet and credit analysis, account management, customer relations.
  • Association étudiante ACCEDE - Communication Manager

    2012 - 2013 In charge of the communication, supports and promotion. Created market studies for SMB. Organized a business creation contest for young businessmen (13k€ prize).

Formations

Réseau