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Institutional
- FINANCIAL CONSULTANT & Head Officer
2013 - maintenant
Independent
Head Officer for Institutional Clients. Responsible to sell
and promote Services and Financial products as funds and
Structure Products and Real Estate project of the Company
Consultant for Financial Engineering Solutions and Wealth
Management Mandate for Institutional clients or HNWI. Mandates as
Administrator and Compliance Officer and Real Estate.
-
Institutional
- FINANCIAL CONSULTANT & Head Officer
2013 - maintenant
Independent
Head Officer for Institutional Clients. Responsible to sell
and promote Services and Financial products as funds and
Structure Products and Real Estate project of the Company
Consultant for Financial Engineering Solutions and Wealth
Management Mandate for Institutional clients or HNWI. Mandates as
Administrator and Compliance Officer and Real Estate.
-
Institutional
- FINANCIAL CONSULTANT & Head Officer
2013 - maintenant
Independent
Head Officer for Institutional Clients. Responsible to sell
and promote Services and Financial products as funds and
Structure Products and Real Estate project of the Company
Consultant for Financial Engineering Solutions and Wealth
Management Mandate for Institutional clients or HNWI. Mandates as
Administrator and Compliance Officer and Real Estate.
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BNP PARIBAS
- Member of Board of Directors & Wealth Advisor
Paris
2012 - 2013
Wealth Advisor Africa & Middle East (EMEA) - Front Office
Monitors the portfolios, Working closely with RM
Development of existing customers or prospects, advice on
strategy and the allocation of portfolios, review tailored client
portfolios and ensure the risk and investment profiling of
clients, provides dialogue and follow-up with clients and offers
solutions and investment banking products, follow financial markets
on behalf of clients, executions and reporting on behalf of clients,
define customer needs and be relayed to other of banking
-
BNP PARIBAS
- Member of Board of Directors & Wealth Advisor
Paris
2012 - 2013
Wealth Advisor Africa & Middle East (EMEA) - Front Office
Monitors the portfolios, Working closely with RM
Development of existing customers or prospects, advice on
strategy and the allocation of portfolios, review tailored client
portfolios and ensure the risk and investment profiling of
clients, provides dialogue and follow-up with clients and offers
solutions and investment banking products, follow financial markets
on behalf of clients, executions and reporting on behalf of clients,
define customer needs and be relayed to other of banking
-
BNP PARIBAS
- Member of Board of Directors & Wealth Advisor
Paris
2012 - 2013
Wealth Advisor Africa & Middle East (EMEA) - Front Office
Monitors the portfolios, Working closely with RM
Development of existing customers or prospects, advice on
strategy and the allocation of portfolios, review tailored client
portfolios and ensure the risk and investment profiling of
clients, provides dialogue and follow-up with clients and offers
solutions and investment banking products, follow financial markets
on behalf of clients, executions and reporting on behalf of clients,
define customer needs and be relayed to other of banking
-
BNP PARIBAS
- Member of Board of Directors & Senior Investment Advisor
Paris
2006 - 2012
Senior Investment Advisor
Ensure market coverage in Latin America:
responsible for leading products: structured products
funds, bonds and shares; management meetings
lecturer. Generate ideas and solutions proactive investment strategy
related to investment. Meet with clients as investment specialist;
follow-up portfolio as Asset Advisory, as well as manage investment
advisory mandates Participate in the sales, marketing and
promoting financial solutions forehead needs.
-
BNP PARIBAS
- Member of Board of Directors & Senior Investment Advisor
Paris
2006 - 2012
Senior Investment Advisor
Ensure market coverage in Latin America:
responsible for leading products: structured products
funds, bonds and shares; management meetings
lecturer. Generate ideas and solutions proactive investment strategy
related to investment. Meet with clients as investment specialist;
follow-up portfolio as Asset Advisory, as well as manage investment
advisory mandates Participate in the sales, marketing and
promoting financial solutions forehead needs.
-
BNP PARIBAS
- Member of Board of Directors & Senior Investment Advisor
Paris
2006 - 2012
Senior Investment Advisor
Ensure market coverage in Latin America:
responsible for leading products: structured products
funds, bonds and shares; management meetings
lecturer. Generate ideas and solutions proactive investment strategy
related to investment. Meet with clients as investment specialist;
follow-up portfolio as Asset Advisory, as well as manage investment
advisory mandates Participate in the sales, marketing and
promoting financial solutions forehead needs.
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BNP PARIBAS
- Senior Executive & Derivatives and Structured Products Advisor
Paris
2003 - 2006
Derivatives and Structured Products Advisor
Ensure implementation and monitoring structured products:
Structuring, Sales, Trading, secondary Market, substitute product,
Renewal; monitoring and advising for sales and derivatives.
Promoting, selling of Structured Products and Derivatives to
managers, private clients, the external entities, and external asset
managers.
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BNP PARIBAS
- Senior Executive & Derivatives and Structured Products Advisor
Paris
2003 - 2006
Derivatives and Structured Products Advisor
Ensure implementation and monitoring structured products:
Structuring, Sales, Trading, secondary Market, substitute product,
Renewal; monitoring and advising for sales and derivatives.
Promoting, selling of Structured Products and Derivatives to
managers, private clients, the external entities, and external asset
managers.
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BNP PARIBAS
- Senior Executive & Derivatives and Structured Products Advisor
Paris
2003 - 2006
Derivatives and Structured Products Advisor
Ensure implementation and monitoring structured products:
Structuring, Sales, Trading, secondary Market, substitute product,
Renewal; monitoring and advising for sales and derivatives.
Promoting, selling of Structured Products and Derivatives to
managers, private clients, the external entities, and external asset
managers.
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BNP PARIBAS
- Senior Executive & Trader
Paris
1998 - 2003
Trader, Stock Exchange / Advisory Desk:
Follow up the execution of stock Market transactions such as: shares
international funds, derivatives, bonds,
convertible; provide an information service to managers and private
clients, third party managers. Make recommendations for specific
'trading'
participation in the development of a list 'trading';
Attending 'Morning Meetings' with analysts. Contacts with managers
to facilitate monitoring of recommended titles in view to answer to
their specific requests liaising with analysts.
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BNP PARIBAS
- Senior Executive & Trader
Paris
1998 - 2003
Trader, Stock Exchange / Advisory Desk:
Follow up the execution of stock Market transactions such as: shares
international funds, derivatives, bonds,
convertible; provide an information service to managers and private
clients, third party managers. Make recommendations for specific
'trading'
participation in the development of a list 'trading';
Attending 'Morning Meetings' with analysts. Contacts with managers
to facilitate monitoring of recommended titles in view to answer to
their specific requests liaising with analysts.
-
BNP PARIBAS
- Senior Executive & Trader
Paris
1998 - 2003
Trader, Stock Exchange / Advisory Desk:
Follow up the execution of stock Market transactions such as: shares
international funds, derivatives, bonds,
convertible; provide an information service to managers and private
clients, third party managers. Make recommendations for specific
'trading'
participation in the development of a list 'trading';
Attending 'Morning Meetings' with analysts. Contacts with managers
to facilitate monitoring of recommended titles in view to answer to
their specific requests liaising with analysts.
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Capital Markets
- UNION BANCAIRE PRIVEE Geneva Trader
London
1995 - 1998
: UNION BANCAIRE PRIVEE Geneva
stock Market trading, European stock market
Swiss bond, Recommendation of new IPO shares, obligations
Syndication Swiss franc; Implementation of different orders in
different markets, Follow up the U.S. equities and Nostro Account
Europe, tracking bond positions that the bank is a member of the
issuing syndicate; Short bond positions within the Bank or through the
gray market.
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Capital Markets
- UNION BANCAIRE PRIVEE Geneva Trader
London
1995 - 1998
: UNION BANCAIRE PRIVEE Geneva
stock Market trading, European stock market
Swiss bond, Recommendation of new IPO shares, obligations
Syndication Swiss franc; Implementation of different orders in
different markets, Follow up the U.S. equities and Nostro Account
Europe, tracking bond positions that the bank is a member of the
issuing syndicate; Short bond positions within the Bank or through the
gray market.
-
Capital Markets
- UNION BANCAIRE PRIVEE Geneva Trader
London
1995 - 1998
: UNION BANCAIRE PRIVEE Geneva
stock Market trading, European stock market
Swiss bond, Recommendation of new IPO shares, obligations
Syndication Swiss franc; Implementation of different orders in
different markets, Follow up the U.S. equities and Nostro Account
Europe, tracking bond positions that the bank is a member of the
issuing syndicate; Short bond positions within the Bank or through the
gray market.
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INTERMONEY FINANCIAL PRODUCTS
- Broker
1993 - 1994
'Selling' markets: Eurobonds, Emerging Market;
Recommendations to clients on bond market
type switch. Trading of FRA - (Forward Rate Agreements), IRS -
(Interest Rates Swaps) - business closing.
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INTERMONEY FINANCIAL PRODUCTS
- Broker
1993 - 1994
'Selling' markets: Eurobonds, Emerging Market;
Recommendations to clients on bond market
type switch. Trading of FRA - (Forward Rate Agreements), IRS -
(Interest Rates Swaps) - business closing.
-
INTERMONEY FINANCIAL PRODUCTS
- Broker
1993 - 1994
'Selling' markets: Eurobonds, Emerging Market;
Recommendations to clients on bond market
type switch. Trading of FRA - (Forward Rate Agreements), IRS -
(Interest Rates Swaps) - business closing.
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MERRIL LYNCH INTERNATIONAL
- Financial Consultant Sales Assistant
1993 - 1993
U.S stocks, Futures and 'commodities'-Administration and
management of client portfolios: investments
Trustees, execution of client orders, tracking
positions, price quotations. To Respond to and resolve all
customer requests.
-
MERRIL LYNCH INTERNATIONAL
- Financial Consultant Sales Assistant
1993 - 1993
U.S stocks, Futures and 'commodities'-Administration and
management of client portfolios: investments
Trustees, execution of client orders, tracking
positions, price quotations. To Respond to and resolve all
customer requests.
-
MERRIL LYNCH INTERNATIONAL
- Financial Consultant Sales Assistant
1993 - 1993
U.S stocks, Futures and 'commodities'-Administration and
management of client portfolios: investments
Trustees, execution of client orders, tracking
positions, price quotations. To Respond to and resolve all
customer requests.
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PRIVATE BANK OF EDMOND DE ROTHSCHILD
- Junior Trader
1989 - 1992
Stocks, Bonds, Securities.... Trading in the secondary market; and
primary Syndication; Swiss market, US IPO Subscription;
Participation in finding new investments and updating
recommendations.
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PRIVATE BANK OF EDMOND DE ROTHSCHILD
- Junior Trader
1989 - 1992
Stocks, Bonds, Securities.... Trading in the secondary market; and
primary Syndication; Swiss market, US IPO Subscription;
Participation in finding new investments and updating
recommendations.
-
PRIVATE BANK OF EDMOND DE ROTHSCHILD
- Junior Trader
1989 - 1992
Stocks, Bonds, Securities.... Trading in the secondary market; and
primary Syndication; Swiss market, US IPO Subscription;
Participation in finding new investments and updating
recommendations.
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PRIVATE BANK OF EDMOND DE ROTHSCHILD
- Employee
1986 - 1989
POSTGRADE PROFESSIONNEL TRAINING
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PRIVATE BANK OF EDMOND DE ROTHSCHILD
- Employee
1986 - 1989
POSTGRADE PROFESSIONNEL TRAINING
-
PRIVATE BANK OF EDMOND DE ROTHSCHILD
- Employee
1986 - 1989
POSTGRADE PROFESSIONNEL TRAINING
