Advisory Product Specialist, Senior Investment Advisor
Current
2022 - Present
~4 yrs 4 mos
AeroLeads people directory · profile
Mathieu Moulin Email & Phone Number
Senior Investment Advisor chez HSBC Private Banking
at
HSBC
1 work email found
@ca-indosuez.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Advisor chez HSBC Private Banking
Location
Greater Paris Metropolitan Region, France, France
Company size
Who is Mathieu Moulin? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mathieu Moulin is listed as Senior Investment Advisor chez HSBC Private Banking at HSBC, a company with 192615 employees, based in Greater Paris Metropolitan Region, France, France. AeroLeads shows a work email signal at ca-indosuez.com and a matched LinkedIn profile for Mathieu Moulin.
Mathieu Moulin previously worked as Advisory Product Specialist, Senior Investment Advisor at Hsbc and Senior Investment Advisor at Banque Richelieu. Mathieu Moulin holds Msc Management Financier International from Esc Rouen.
Company email context
Email format at HSBC
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{first}.{last}@ca-indosuez.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mathieu Moulin. Compare company email patterns before reaching out.
Profile bio
About Mathieu Moulin
Mathieu Moulin is a Senior Investment Advisor chez HSBC Private Banking at HSBC. He possess expertise in obligations, financial markets, gestion de portefeuille, gestion d'actifs, conseil en investissements and 24 more skills. He is proficient in Espagnol and Anglais. Colleagues describe him as "J'ai travaillé avec Mathieu chez Oddo, notamment sur le développement de l’activité options et futures pour la banque privée. Mathieu a un contact facile avec ses clients et un sens commercial fort, c’est un élément moteur qui en fait un réel atout dans une équipe, une personne sur laquelle on sait pouvoir compter et qui sait s'adapter à son environnement."
Listed skills include Obligations, Financial Markets, Gestion De Portefeuille, Gestion D'Actifs, and 25 others.
Current workplace
Mathieu Moulin's current company
Company context helps verify the profile and gives searchers a useful next step.
Hsbc
7 roles · 21 years
Mathieu Moulin work experience
A career timeline built from the work history available for this profile.
Senior Investment Advisor
-Création et mise en place de l’activité Advisory: définition de l’offre, des périmètres d’éligibilité, et de la tarification. Rédaction des procédures, de la convention financière, de la politique interne du service Advisory et des règles de contrôle en lien avec MIFID 2.-Suivi de l’activité Advisory: fidélisation et développement d’une clientèle U/HNW.
2017 - 2022
~5 yrs
Investment Advisor
-Conseil sur actions, obligations, fonds, indices et forex au sein de l'advisory desk auprès de grands clients privés UHNWI-Membre actif du comité d'allocation d'actifs-Référent sur les petites et moyennes capitalisations françaises pour la holding européenne-Référent sur le marché action UK pour la holding européenne-Intervenant pour la France dans le.
2013 - 2017
~4 yrs
Conseiller Bourse / Gestion Conseillée
-Conseil actif sur actions, obligations, futures, et dérivés au sein de l'advisory desk-Développement et fidélisation d’une clientèle de particuliers et d’institutionnels-Animation de cette clientèle au travers de stratégies personnalisées -Intermédiaire de référence pour la banque privée sur le conseil et l’exécution de stratégies sur options.
2009 - 2013
~4 yrs
Gérant De Portefeuille Junior
-Gestion et arbitrage de 120 portefeuilles titres vifs-Intégration des nouveaux portefeuilles CCR -Analyse et recherche de nouveaux titres actions à arbitrer au sein des mandats offensif et rendement-Développement VBA d’un outil d’aide à la gestion selon les restrictions clients
2007 - 2009
~2 yrs
Investment Advisor - Internship - Investment Consulting (Advisory Desk)
- Conseil sur actions et OPCVM auprès de 70 clients privés et institutionnels- Gestion quotidienne de la trésorerie et arbitrage des portefeuilles (actions, OPCVM, produits structurés)- Recherche de sous-jacents actions pour le montage de nouveaux produits structurés- Développement VBA d’une base de simulation pour l’attribution de performance et le calcul.
2006 - 2007
~1 yr
Analyste Opcvm - Internship
-Screening / Ranking quantitatif en architecture ouverte-Analyse de fonds par approche qualitative, rencontre des gérants et due diligence-Réalisation des reportings mensuels des fonds ouverts et rédaction des commentaires de marché
2005 - 2006
~1 yr
Team & coworkers
Colleagues at HSBC
Other employees you can reach at hsbc.com. View company contacts for 192615 employees →
RL
Rico Lee
Colleague at Hsbc
London, England, United Kingdom, United Kingdom
View →
MM
Max Maxy
Colleague at Hsbc
New York City Metropolitan Area, United States
View →
OT
Omkar Thotam
Colleague at Hsbc
India, India
View →
MH
Martin H.
Colleague at Hsbc
Dubai, United Arab Emirates, United Arab Emirates
View →
AC
Andre Charllote Cranwell
Colleague at Hsbc
Canada, Canada
View →
AE
Ahmed Elamin
Colleague at Hsbc
Jeddah, Makkah, Saudi Arabia, Saudi Arabia
View →
FR
Fazle Rub Akbar
Colleague at Hsbc
Bengaluru, Karnataka, India, India
View →
SB
Srijita Bose
Colleague at Hsbc
Bengaluru, Karnataka, India, India
View →
RB
Ritesh Bhathawala
Colleague at Hsbc
Surat, Gujarat, India, India
View →
CV
Carlos Villalobos
Colleague at Hsbc
Mexico City, Mexico, Mexico
View →
Rico Lee
Colleague at Hsbc
London, England, United Kingdom, United Kingdom
View →
MM
Max Maxy
Colleague at Hsbc
New York City Metropolitan Area, United States
View →
OT
Omkar Thotam
Colleague at Hsbc
India, India
View →
MH
Martin H.
Colleague at Hsbc
Dubai, United Arab Emirates, United Arab Emirates
View →
AC
Andre Charllote Cranwell
Colleague at Hsbc
Canada, Canada
View →
AE
Ahmed Elamin
Colleague at Hsbc
Jeddah, Makkah, Saudi Arabia, Saudi Arabia
View →
FR
Fazle Rub Akbar
Colleague at Hsbc
Bengaluru, Karnataka, India, India
View →
SB
Srijita Bose
Colleague at Hsbc
Bengaluru, Karnataka, India, India
View →
RB
Ritesh Bhathawala
Colleague at Hsbc
Surat, Gujarat, India, India
View →
CV
Carlos Villalobos
Colleague at Hsbc
Mexico City, Mexico, Mexico
View →
3 education records
Mathieu Moulin education
Msc Management Financier International
Iup Msg (Maîtrise En Sciences De Gestion) Spécialité Banque Et Bourse
Deug Economie-Gestion Et Lea, Economics
FAQ
Frequently asked questions about Mathieu Moulin
Quick answers generated from the profile data available on this page.
What company does Mathieu Moulin work for?
Mathieu Moulin works for HSBC.
What is Mathieu Moulin's role at HSBC?
Mathieu Moulin is listed as Senior Investment Advisor chez HSBC Private Banking at HSBC.
What is Mathieu Moulin's email address?
AeroLeads has found 1 work email signal at @ca-indosuez.com for Mathieu Moulin at HSBC.
Where is Mathieu Moulin based?
Mathieu Moulin is based in Greater Paris Metropolitan Region, France, France while working with HSBC.
What companies has Mathieu Moulin worked for?
Mathieu Moulin has worked for Hsbc, Banque Richelieu, Indosuez Wealth Management, Oddo Bhf, and Ubs.
Who are Mathieu Moulin's colleagues at HSBC?
Mathieu Moulin's colleagues at HSBC include Rico Lee, Max Maxy, Omkar Thotam, Martin H., and Andre Charllote Cranwell.
How can I contact Mathieu Moulin?
You can use AeroLeads to view verified contact signals for Mathieu Moulin at HSBC, including work email, phone, and LinkedIn data when available.
What schools did Mathieu Moulin attend?
Mathieu Moulin holds Msc Management Financier International from Esc Rouen.
What skills is Mathieu Moulin known for?
Mathieu Moulin is listed with skills including Obligations, Financial Markets, Gestion De Portefeuille, Gestion D'Actifs, Conseil En Investissements, Finance, Trading, and Analyse Technique.
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