Management d'une équipe de 11 Banquiers Privés et 5 Assistants Banque Privée sur les implantations de Lyon et Dijon.

Coordinator and trusted advisor for wealthy client relationships integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals handles complex wealth and relationship management issues. Delivers advanced planning techniques through knowledge of complex investment products and services (structured investment products, discretionary asset management…) Prospects for clients by sourcing and building own pipeline of clients / opportunities. Demonstrates highly developed sales client contact and relationship management skill

Coordinator and trusted advisor for wealthy client relationships integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals handles complex wealth and relationship management issues. Delivers advanced planning techniques through knowledge of complex investment products and services (structured investment products, discretionary asset management…) Prospects for clients by sourcing and building own pipeline of clients / opportunities. Demonstrates highly developed sales client contact and relationship management skill

 Acquires, develops and strengthens banking customer relationships through effective relationship management in accordance with business goals.

 Ask’n Find, Human-assisted search engine : market study & business plan Live Testing phase ended up in a “no-go” decision

Internship