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Charles Jolivet

PRIVATE BANKING

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

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
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Resume created on DoYouBuzz