Senior Private Banker Department

• Provide an interface between product specialists and relationship managers• Offer to relationship managers and their clients a follow up on the market’s and products’ evolution on proactive and regular basis• Explain for each product the risks and rewards (weekly meetings or individual interactions, redaction of pitches)• Identify with the relationship managers their clients’ investment objectives • Realize asset allocation proposals to relationship managers’ clients in various asset classes aiming to generate strong risk adjusted returns using the input from the investment committee• Suggest switch investment ideas • Provide the Products department with feedback from clients and relationship managers, contributing to the ongoing improvement of investment services.• Develop new dynamic tools for the follow-up of the activity (volumetrics, analysis of RoA, focus on relationship managers’ overall asset allocation and actively managed share)

• In charge of strategic studies for the General Management• Followed-up relationship managers’ performance (collection of money and results)• Developed new dynamic tools for the follow-up of commercial activity (Business Object)

• Implemented a new dynamic tool aiming at improving the measurement of macroeconomic factors’ impact on portfolio managers’ results (interest rate and exchange rate fluctuation…)• Followed-up portfolio managers’ performance (collection of money and results)• Followed-up internal audits• Constituted business bearer files and power of attorney files