- Conseil en Investissements Financiers (statut CIF)- Conseil en Investissements Immobiliers (Carte Professionnelle de Transactions Immobilières)- Ingénierie Patrimoniale- Optimisation de la Transmission du Patrimoine- Gestion de Trésorerie- Conseil aux chefs d'entreprises

- Updating and production of key documents for the activity.- Lifecycle fund management (creation / liquidation of funds, creation of share class, change of Benchmark, country of registration ...) and presentation to the Board.- Relationship with database & rating agencies (Morningstar, Bloomberg, Lipper,Europerformance): updating of datas on funds or share class, improving the quality of information, answer questions about the fund range.- Creation of commercial support-… Show more - Updating and production of key documents for the activity.- Lifecycle fund management (creation / liquidation of funds, creation of share class, change of Benchmark, country of registration ...) and presentation to the Board.- Relationship with database & rating agencies (Morningstar, Bloomberg, Lipper,Europerformance): updating of datas on funds or share class, improving the quality of information, answer questions about the fund range.- Creation of commercial support- Participation in various studies and presentations (Swing pricing, performance fees ...) Show less

Management and development of the activity for a major bank and insurance company- Management of the activity- Management of tax exemption campaign- Transactions in obligations and securities

Management and develpment of a Large Caps Company- Structuring and coordinating the issuance of financial andmarket guarantees in France and abroad.- Originating Cash management solutions- Cross-selling and business development- Regular contact with others departement (Risk, Trade, MO,BO, Legal) and wiith others banks.