Itzel Carvajal

Itzel Carvajal Email and Phone Number

Head of Distribution Support at Edmond de Rothschild @ Edmond de Rothschild Asset Management
Itzel Carvajal's Location
Greater Paris Metropolitan Region, France
Itzel Carvajal's Contact Details

Itzel Carvajal work email

Itzel Carvajal personal email

About Itzel Carvajal

To apply my knowledge and skills in the development of an excellent service with a client-centric approach, developing strong relationships with clients that will lead to a sustainable competitive advantage working in an international environment.

Itzel Carvajal's Current Company Details
Edmond de Rothschild Asset Management

Edmond De Rothschild Asset Management

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Head of Distribution Support at Edmond de Rothschild
Itzel Carvajal Work Experience Details
  • Edmond De Rothschild Asset Management
    Head Of Distribution Support
    Edmond De Rothschild Asset Management May 2021 - Present
    Paris, Île-De-France, France
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  • Edmond De Rothschild
    Client Relationship Manager
    Edmond De Rothschild Aug 2016 - Apr 2021
    Région De Paris, France
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  • Edmond De Rothschild Asset Management (Chile) S.A.
    Client Relationship Manager / Sales Support
    Edmond De Rothschild Asset Management (Chile) S.A. Jul 2013 - Aug 2016
    Santiago Chile
    - Supporting the business development in Spain and Latin America.- First point of contact and liaison with the different departments involved in the client take on process- Management of all legal/compliance relationship with the clients (legal agreements, KYC diligences…).- Involved in the development of the CRM tool- Responsible of the international fund registration and maintenance (Latin America)- Management of the day-to-day relationship with Clients from Spain and Latin America
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  • Edmond De Rothschild Asset Management (France)
    Client Relationship Manager
    Edmond De Rothschild Asset Management (France) Apr 2010 - Jun 2013
    Région De Paris, France
    - Liaise with the Chilean/Spanish sales team to obtain all necessary documentation. Make sure the client satisfy compliance requirements, legal agreements set up- Client follow-up to make sure all needed documentation is available- Optimization of the availability of the KYC Data/Documents in the CRM tool (for the Prospects / Clients)- Make sure all funds are properly followed up and updated in all countries with all regulators- Follow up of client’s queries on legal and operational issues, documentation, reporting rebates....
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Itzel Carvajal Skills

Financial Markets Crm Client Relations Kyc Asset Management Microsoft Office Easily Adaptable Teamwork Microsoft Dynamics International Relations Complaince Anti Money Laundering French Investments Customer Relationship Management Business Development Banking Equities Business Strategy Management Portfolio Management

Itzel Carvajal Education Details

Frequently Asked Questions about Itzel Carvajal

What company does Itzel Carvajal work for?

Itzel Carvajal works for Edmond De Rothschild Asset Management

What is Itzel Carvajal's role at the current company?

Itzel Carvajal's current role is Head of Distribution Support at Edmond de Rothschild.

What is Itzel Carvajal's email address?

Itzel Carvajal's email address is it****@****ail.com

What schools did Itzel Carvajal attend?

Itzel Carvajal attended Iheal: Institut Des Hautes Études De L'amérique Latine, Université Sorbonne Nouvelle - Paris 3, Université Sorbonne Nouvelle - Paris 3, Instituto Tecnologico De Tepic.

What are some of Itzel Carvajal's interests?

Itzel Carvajal has interest in Psychology, Traveling, Yoga, Trekking, Venture Capital, Reading, Socially Responsible Investment, Investment, Philosophy.

What skills is Itzel Carvajal known for?

Itzel Carvajal has skills like Financial Markets, Crm, Client Relations, Kyc, Asset Management, Microsoft Office, Easily Adaptable, Teamwork, Microsoft Dynamics, International Relations, Complaince, Anti Money Laundering.

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