Résumé
Working in Wealth Management. Passionate about helping clients meet their financial goals, I like to navigate in dynamic international investments landscapes.
Expériences professionnelles
Associate banker
Lombard Odier Group , Genève
Depuis le 03 janvier 2025
Contribute to the business development of the international and institutional team. Assist Private Bankers in all day-to-day business-related tasks. Prepare presentations to clients, manage client accounts, prepare credit files. Keeping accurate and up-to-date client documentation related to risk, compliance, and regulation. Collect and analyze technical information on financial products to prepare investment proposals. Analysis of the French mortgage luxury real estate market in France (Paris, French riviera and French Alps). Member of the UHNW mortgage offer enhancement project for French market.
Graduate talent program
UBS , Zürich
De Juillet 2023 à Décembre 2024
Zurich, Genève, Lausanne
Corporate Banking - M&A Advisory - Analyst
Asset Management - Private Equity - Analyst
Wealth Management - FraBeLux - CAM
Assistant relationship manager uhnwi
CREDIT SUISSE , Paris
De Mars 2022 à Décembre 2022
Contribute to the business development of the international and institutional team. Assist Private Bankers in all day-to-day business-related tasks. Prepare presentations to clients, manage client accounts, prepare credit files. Keeping accurate and up-to-date client documentation related to risk, compliance, and regulation. Collect and analyze technical information on financial products to prepare investment proposals. Analysis of the French mortgage luxury real estate market in France (Paris, French riviera and French Alps). Member of the UHNW mortgage offer enhancement project for French market.
Private client advisor
Kays Wealth Management , Paris - Stage
De Janvier 2021 à Juin 2021
Advice in the creation, management, and valuation of assets. Accompanying company managers in optimizing their cash flow through the creation of French and European holding companies. Search for high and low balance sheet financing: seed capital, development capital, LBO and LMBO. Analysis of asset balance sheets, development and implementation of investment strategies and monitoring over time.
Private banker assistant (private and corporate clients department)
NEUFLIZE OBC ABN AMRO , Strasbourg - Stage
De Mars 2020 à Juillet 2020
Develop, renew, and retain a portfolio of potential clients, particularly in the context of their asset management, and cash management. Identification of UBOs and shares held to reconstitute organizational charts of the prospects. Technical analysis of the prospects compagnies
valuation. Updating a list of prospects HNWI & UHWNI based on news and M&A deals and compagnies valuation.
Rental management salesperson
IMMOBILERE ZIMMERMANN , Strasbourg - CDD
De Juin 2019 à Août 2019
Evolved within the rental department. Management of visits, inventories and departures of rented apartments or houses. Follow-up of prospects and clients. Analysis of the leaseholder affordability and prepare leases documentation. Prospecting, call management and appointment setting.
Formations complémentaires
Cambridge Certifcate
International House Vancouver/Whistler
2016 à 2017
MSc International Wealth Management
ESCP Europe - Paris - International Wealth Management
2021 à 2022
Master of Science (MSc) in International Wealth Management
Courses attended: Private and family law, inheritance and gifts, corporate finance, portfolio management, taxes, investment strategies, financial analysis, common law and trust
BBA EDHEC
EDHEC - Lille - Bank and Wealth Management
2017 à 2021
Bachelor Business Administration (BBA), major in Bank and wealth management
Courses attended: Asset management, financial market, theory and practice of equity/bond markets, collective management, banking strategy and management, cash management, investment decisions
Parcours officiels
Langues
Français - Langue maternelle
Espagnol - Notions
Anglais - Courant
Centres d'intérêt
- Investissement / L'immobilier / Marchés financiers / finance d'entreprise
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