Private Banking - Wealth Management - Family Office
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
