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Charles Jolivet

PRIVATE BANKING

33 years old
Driving License
Luxembourg
Employed Available
Private Banking - Wealth Management - Family Office
Resume created on DoYouBuzz

Private Banking - Assistant - French & International market - UHNWI

Banque Transatlantique Luxembourg
Since June 2016
  • 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

Private Banking - Senior Assistant Latin America & international market - UHNWI

BGL BNP Paribas
Since May 2015
Luxembourg
Luxembourg
  • 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)

Sales administrator

ESV ENI's group
July 2014 to August 2014
Temporary Work
Nantes
France
  • Company set-up : formalities & marketing support
  • Design & implementation of management dashboard (cloud)
  • Supervision of sales team

Retail Banking - Client Advisor Junior

Crédit Agricole
June 2013 to August 2013
Temporary Work
Nantes
France
  • Client reception desk
  • KYC update
  • Basic banking operations
  • Management of ATM & Safe boxes

Project management Officer

Biliso France
January 2013 to May 2013
Internship
Strasbourg
France
  • Organization of promotional events (advertising materials, customers list)

Retail Banking - Bank Clerk

Crédit Agricole
August 2012
Temporary Work
Angers
France
  • Performance survey of two different banking agencies
  • Wealth Management
  • Market Finance
  • Sales
  • Team Player
  • Proactive
  • Curious
  • English (fluent)
  • Spanish (bilingual)
  • French (native)

IT

  • BLOOMBERG TERMINAL
  • TRIPLE A
  • AVALOQ
  • MS Office

MASTER Programme Grande Ecole - Finance & Banking

EM Strasbourg Business School - Strasbourg - FRANCE

September 2014 to May 2015

Erasmus Program

Université d'Alacant - Alicante - SPAIN

September 2013 to June 2014

BACHELOR in Business Studies

EM Strasbourg Business School - Strasbourg - FRANCE

September 2012 to May 2013

Classes préparatoires HEC – (Undergraduate business prep school)

Lycée Chevrollier - Angers - FRANCE

September 2010 to April 2012
  • Ice Hockey & Roller in line Hockey player since my 6 years old
  • Hockey coach in Spain & in France