Cécile N. Email & Phone Number

Place Vendôme

Paris 4

Paris 2

- Assisting two private bankers:• Managing the openings and closures of bank accounts• Introducing life insurance contracts : subscription process (digital or paper copy) and monitoring.• Reviewing the files content checking the completeness and authenticity of each document, and updated client files.•Carrying out day-to-day banking transactions: transfers, stock market order, securities transaction, handover life insurance transactions•Ensuring compliance of customer files: KYC, FATCA & LCB/FT•Being interface between the different internal departments at the bank: back office, financial securities, life insurance, legal and complaints department. Cash-flow and treasury management (payment cheque, transfers)• Organizing travels of private bankers.• Managing expense reports.

Paris 2

–Assisting four Wealth Managers :•Organizing schedule appointments•Managing and controlling accounts and life assurance susbscriptions •Carrying out day-to-day banking transactions: transfers, stock market order, securities transaction, handover life insurance transactions•Ensuring compliance of customer files: KYC, FATCA & LCB/FT•Being interface between the different internal departments at the bank: back office, financial securities, life insurance, legal and complaints department.

Paris 9

–Development portfolio of 800 customers:•Managing and developing business relationships•Selling products and services including investments (securities account, PEA, life insurance contract) and loans (consumer credit or mortgage)•Monitoring of daily reports and controlling risks : account position, debit balance•Permanent control of the compliance of customer files

Paris 11

–Assisting two Private Bankers:•Welcoming customers and determining their requirements•Recording current operation movements on stock market portfolios•Providing customers information on products and services•Carrying out day-to-day banking transactions: transfers, stock markets ordersPrivate

Masters Of Finance Wealth Management Speciality, Finance

Certificat De Spécialisation (Cs) De Niveau 7, Collecte De Fonds (Fundraising) Et Mécénat, Obtenu

Formation certifiante RNCP 35432 - Directeur de la Collecte de fonds et du Mécénat Cette certification se compose de 4 blocs de.

Level B2 - Paris, Formation Anglais Général Et Professionnel

Level B2 - Manchester, General English / Business English