Lucas Henry Email & Phone Number

Bordeaux, Fr

Bordeaux, Nouvelle-Aquitaine, France

-Part of a team managing around 150 high-net-worth individual (HNWI) clients in the South West of France, each with an average of €10M in liquid assets under management.-Tracked and analyzed M&A activities, including LBOs and MBOs.-Contributed to business development efforts by identifying 400+ new prospects.-Assisted private bankers with meeting preparations, creating PowerPoint presentations and detailed organizational charts.-Developed an automated Excel tool using VBA to help bankers monitor prospects more efficiently.-Completed training in private equity, fixed income, financial analysis, economic cycles, and behavioral finance.

Greater Bordeaux Metropolitan Area

-Strategically advised clients with wealth ranging from €300,000 to €800,000 on investment and savings opportunities tailored to their financial goals-Collaborated closely with Private Bankers, transferring clients when necessary-Managed the day-to-day administrative operations of the bank-Offered assistance to bankers during client meetings, addressing wealth-related challenges with solutions and expertise

Barcelona, Catalonia, Spain

-Converted leads to appointments & rental contracts (120+)-Interacted in Spanish, English and French-Responded promptly to client inquiries via phone, text, and email-Identified homes that meet the client's criteria -Showed properties to prospective clients-Refined the client's criteria and select additional properties to show as necessary-Gathered and answered client's questions about potential properties and local community information-Used the company's CRM to create the contracts and follow up the payment process-Communicated diligently with administrative staff to ensure the highest level of service to buyer clients from initial contact through contract to close.

Bachelor'S Degree, Banking And Finance

B.A. degree majored in Finance covering the fundamental principles of Management, Economics, Business law and advanced notions of Finance..

Exchange Program, Business Administration And Management

Activities and Societies: Member of the Russel Seal Fitness CenterSemester modules : - Policy Issues in the Global Economy (tariffs.

Baccalauréat, Économique Et Social

Major: Advanced Economics