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