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