• Luxembourg

Charles Jolivet

  • Luxembourg

Contact

Cell Phone

Professional Status

Employed
Available

About Me

Private Banking - Wealth Management - Family Office

Experience

Private Banking - Assistant - French & International market - UHNWI

Banque Transatlantique Luxembourg
Since june 2016
Responsibilities completed
  • 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
Responsibilities completed
  • 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
Responsibilities completed
  • 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
Responsibilities completed
  • Client reception desk
  • KYC update
  • Basic banking operations
  • Management of ATM & Safe boxes

Project management Officer

Biliso France
January 2013 to may 2013
Responsibilities completed
  • Organization of promotional events (advertising materials, customers list)

Retail Banking - Bank Clerk

Crédit Agricole
August 2012
Responsibilities completed
  • Performance survey of two different banking agencies

Skills

  • Wealth Management
  • Market Finance
  • Sales
  • Team Player
  • Proactive
  • Curious
  • English (fluent)
  • Spanish (bilingual)
  • French (native)

IT

  • BLOOMBERG TERMINAL
  • TRIPLE A
  • AVALOQ
  • MS Office

Education

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

Interests

  • Ice Hockey & Roller in line Hockey player since my 6 years old
  • Hockey coach in Spain & in France