Loïc Pradier Email & Phone Number

Luxembourg

Luxembourg

• Assist desk advisory in the preparation of customer contracts• Establish the drivers and valuation criteria of each of MSCI sectors + study of the behavior of these same sectors in a context of high rates and robust inflation• Analysis of external funds held by clients (excluding discretionary management) to enable wealth managers and more particularly desk advisory to propose alternatives• Programming work related to the monitoring of the different constraints of the model portfolios• Implementation of non-financial reporting for discretionary management (art 8 ESG)• Update of fund data (geographical distribution, sector, duration, etc.) included in the different model portfolios

Metz, Grand Est, France

• Prospecting new clients• Exceed client expectations by consistently delivering outstanding service and beyond to meet their needs• Provide expert advice and develop strategies in various financial areas, such as insurance coverage, investment, planning, cash management, tax exemptions and more, to help clients achieve their financial objectives.• Regularly review client accounts and plans to proactively identify the need for adjustments due to life changes, economic factors, situational concerns, or financial performance.

Luxembourg

• Perform account openings • Handle various compliance assignments in connection with account openings• Review client documentation files, transactions• Provide periodic review of client files, review of complex files • Annual review of PEP register and High-Risk clients and investors• Enable the wealth manager to resolve and return required documents in order to respond to client requests• Verify KYB-KYC transactions• Performance of due diligence based on the customer knowledge to fight money laundering• Carrying out investigations• Processing credit applications from a compliance point of view• Perform a control of atypical transactions, processing of alerts• Elaboration of compliance grids for credit files and participation in specific compliance missions• Carry on last EU directives (MIFID, GDPR)

Luxembourg

• Day-to-day management of some internal insurance products including buy/sell orders handling, coporate actions processing• Ensure transactions are processed according to the cut • Assist in month-end valuations of dedidacated funds • Asset classifications according regulatory requirements• Assist in the implementation of investment strategies monitoring• Assist Private Equity team

Luxembourg

• Processing of requests for self certifications for auditors • Control of the legal documentation of new customer files• Monitoring compliance and proper application of requirements • Implementation of process improvements

Leudelange

• Administrative follow-up of orders and deliveries• Ensure the logistics of fitting winter tires on new vehicles• Realization of quotes to customers• Participation in the project to offer cars for lease to individuals

Thionville

Financial Markets

Master Of Business Administration - Mba, Trading / Financial Market

Master'S Degree, Management And Financial Strategies

Bachelor'S Degree, Bank : Luxembourg'S Financial Place

Bachelor'S Degree, Financial Analysis

Advanced Technician Certificate In Management Of Commercial Units, Project Management

A-Level Econocomic And Social Option