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Pascal MERCIER, CFA

Paris

En résumé

I’ve been working with BNP Paribas for 7 years as a banker in charge of high net worth individuals advising & selling a wide range of investment solutions including alternative investments. As a private banker for international clientele, I was in contact with a great diversity of client profiles which made me really flexible.
In November 2014, I've joined the Advisory Desk of BNPP Gestion de Fortune (dedicated to clients with a minimum of 5 million € of AUM) as an investment advisor. My responsibilities mainly consist in advising private bankers on structured investments (cross assets).

Also, my strong interest for financial markets and appetite for challenge led me to participate in the CFA program and I’m CFA charterholder since 2014.

Mes compétences :
Travail en équipe
Marchés financiers
Commercial

Entreprises

  • BNP Paribas Wealth Management - Investment Advisor (Advisory Desk Gestion de Fortune)

    Paris 2014 - maintenant The Advisory Desk dedicated to "Gestion de Fortune" acts as a liaison between the investment strategy of the Private Bank and the Relationship Managers to tailor advice to the unique circumstances of the clients with a minimum of 5 M€ of assets under management. As an Investment Advisor, my role consists in:
    - Collaborating with Relationship Managers to analyze clients situation and objectives
    - Partnering with Product Specialists to identify the most suitable products or services
    - Reviewing a client's current investments and objectives, giving a client a picture of his or her current portfolio composition and within the firm's guidelines create a custom portfolio and/or suggest trades ideas
    - Pitching multi-assets investment ideas via tailored written proposals

    My responsibilities also extend to being a specialist of Structured Products and I am in charge of:
    - Advising Relationship Managers as to specific inquiries and their investment needs to structured products, and provide the best-fitted product ideas
    - Maintaining, updating and controlling sales materials and contractual forms which should be also complied with regulatory and internal policy requirement
    - Being responsible for product life cycle management to timely provide after-sales advices and secondary trade ideas
    - Participating in client and prospect meetings with Relationship Managers, representing the Structured Products offering
    - Organizing and participating in monthly Structured Products commitee
    - Contributing to new idea generation
    - Assisting in coordination of Investment Bank / Life Insurance Company / Wealth Management unit for new structured product launches
    - Ensuring reporting of Structured Products business for french market

  • BNP PARIBAS Banque Privée - Private Banker (International Clientele)

    2012 - 2014 As a private banker for high net worth individuals (non residents for french tax purposes), my main responsibilites were to:

    - Partner with branch staff to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue
    - Analyze client’s current financial resources and financial position
    - Advise, sale and implementation of investment, banking and estate products to core clients
    - Leverage and coordinate specialists to provide interdisciplinary expertise for most complex clients
    - Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
    - Build trust with clients and effectively manage relationships
    - Ensure that the proposed products and services maximize the clients' needs, goals and objectives
    - Obtains client referrals and additional assets
    - Work with and communicate effectively with Branch Managers, Branch staff and Product partners
    - Ensure compliance with all document provisions, tax and fiduciary laws

  • BNP PARIBAS - Financial Advisor

    Paris 2007 - 2012 In charge of high net worth individuals, responsible for:
    - Advising, negociating and selling financial products (mutual funds, structured products, life insurance, savings accounts...) to match clients goals (funding kids education, retiring...)
    - Providing investment solutions for fiscal optimisation
    - Evaluating credit requests and providing personal loans, mortgages, debt consolidation, refinancing

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