Julia T. Email & Phone Number
Who is Julia T.? Overview
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Julia T. is listed as Vice President, Private Wealth Solutions at Blackstone at Blackstone, a with 7458 employees, based in Greater Paris Metropolitan Region, France. AeroLeads shows a matched LinkedIn profile for Julia T..
Julia T. previously worked as Unit Link Business Officer at Axa Investment Managers and Product Engineering for Unit-Linked in the Investment Department at Axa En France. Julia T. holds Essca, Banque - Finance from Ecole Supérieure Des Sciences Commerciales D'Angers.
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About Julia T.
Julia T. is a Vice President, Private Wealth Solutions at Blackstone at Blackstone. She is proficient in Russe, Français, Anglais and Allemand.
Julia T.'s current company
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Julia T. work experience
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Vice President, Private Wealth Solutions At Blackstone
Current
Unit Link Business Officer
Reinforce partnerships within AXA Group (AXA Entities and Architas) on Retail business
Product Engineering For Unit-Linked In The Investment Department
Relation with Asset Management Companies: Management agreements negotiation, rebate conditions application, ongoing performance monitoring, new products selection and analysis.Follow up and fund selection for Retirement Plans and Non-Proprietary networks– Independent Financial Advisers (IFA), Dedicated Mandates, Private Management offering.Reportings’ and fund promotional documents’ implementation: Creation of monthly performance reports selected buy-list; creation of coordinated Fund Sheets from various asset managers to support Requests for Prоposals (RFP); reporting and analysis of flows and inforce portfolio.Fund selection for RFP on Retirement Plans.
Client Service Officer
In charge of 18 « VIP » clients (institutional clients: corporates, distributors, insurance companies) for their dedicated portfoliosClient Relationship: reporting needs’ definition during RFP, information flow setup for customers, response to ad-hoc requests, mandates’ or dedicated funds’ transition support and take-on, involvement in management committees.Follow up on relationship with suppliers: Customer representation to our data provider: production scope definition and reporting of issues, liaising with the different departments implied, as well as within the company (portfolio managers, legal services) or externally (custodian, depositary)Quality service improvement: control points’ identification, procedures’ improvements, coordinating meetings supplier/portfolio managers/specialists
Assitant Corporate Banker
Prospection to engage with new professional clients, definition of theirs needs to prepare commercial and proposal presentations and documents to meet them.Analysis of credit requests
Assistant Private Banker
Develop the trading room activities dedicated for Private InvestorsIn charge of contacting potential clients and preparation of commercial and proposal presentations and documentsAssisting clients in selecting tailored financial products (Structured Products, Mutual Funds…).Develop prospecting tools for the trading room stockbroker service
Colleagues at Blackstone
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Anson Chan
Colleague at BlackstoneHong Kong Sar, Hong Kong
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Robyn Undefined
Colleague at BlackstoneLondon, England, United Kingdom
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Wilson Gunn
Colleague at BlackstonePell City, Alabama, United States
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W. Austin Stephan, Caia
Colleague at BlackstoneNew York, United States
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Kirsten Graves
Colleague at BlackstoneNew York, United States
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AP
Alexandre Pottlitzer
Colleague at BlackstoneGreater Paris Metropolitan Region, France
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RJ
Roger Jové
Colleague at BlackstoneGreater London, England, United Kingdom
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Naisha Quiles
Colleague at BlackstoneNew York, United States
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Yannis Skoufalos
Colleague at BlackstoneNew York, United States
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Aaron Chow
Colleague at BlackstoneHong Kong Sar, Hong Kong
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Julia T. education
Frequently asked questions about Julia T.
Quick answers generated from the profile data available on this page.
What company does Julia T. work for?
Julia T. works for Blackstone.
What is Julia T.'s role at Blackstone?
Julia T. is listed as Vice President, Private Wealth Solutions at Blackstone at Blackstone.
Where is Julia T. based?
Julia T. is based in Greater Paris Metropolitan Region, France while working with Blackstone.
What companies has Julia T. worked for?
Julia T. has worked for Blackstone, Axa Investment Managers, Axa En France, Caisse D'Epargne, and Oddo & Cie.
Who are Julia T.'s colleagues at Blackstone?
Julia T.'s colleagues at Blackstone include Anson Chan, Robyn Undefined, Wilson Gunn, W. Austin Stephan, Caia, and Kirsten Graves.
How can I contact Julia T.?
You can use AeroLeads to view verified contact signals for Julia T. at Blackstone, including work email, phone, and LinkedIn data when available.
What schools did Julia T. attend?
Julia T. holds Essca, Banque - Finance from Ecole Supérieure Des Sciences Commerciales D'Angers.
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