Charles Jolivet - PRIVATE BANKING

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Experiences

Manage client relationship as liaison for senior wealth manager
Build & draw up loan files
Optimize life insurance proposals with clients’ needs
Create “tailor made” reports for the management concerning VUHNWI
Be in charge & organize all private banker’s administrative tasks

Set up an Excel administration tool
Design of Excel management tool to follow up client portfolios
Client account consolidation
Investment proposals
Compliance (FATCA, DCF & Due diligence)

Company set-up : formalities & marketing support
Design & implementation of management dashboard (cloud)
Supervision of sales team

Client reception desk
KYC update
Basic banking operations
Management of ATM & Safe boxes

Organization of promotional events (advertising materials, customers list)

Performance survey of two different banking agencies

Skills

Wealth Management
Market Finance
Sales

Team Player
Proactive
Curious

English (fluent)
Spanish (bilingual)
French (native)

BLOOMBERG TERMINAL
TRIPLE A
AVALOQ
MS Office

Education