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Maxime Danton is listed as Assistant Vice President at Indosuez Wealth Management, a with 2071 employees, based in Monaco. AeroLeads shows a matched LinkedIn profile for Maxime Danton.
Maxime Danton previously worked as Client Services Officer at Indosuez Wealth Management and Client Services Executive at HSBC Private Bank (Monaco) SA at Hsbc. Maxime Danton studied at Université Savoie Mont Blanc.
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Development of Private Banking relationships in Monaco and on the Latin-American market (Mainly Brazil)
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A career timeline built from the work history available for this profile.
Monaco
Junior Relationship Manager role in the Latam desk of a leading Private Bank in Monaco.Development of a book of almost 15 clients / 50 M$ AUM, prospection of new clients and senior assistance of Latam desk head's relationships (mainly UHNWI client).
Monaco
- Management of commercial relationships with Latin American clients, mainly Brazilian clients. Follow-up of Latam desk-head’s client portfolio (25+ clients). Expertise on UHNWI and Multi Family Office clients.- Back-up of the Latam desk head.- Wire transfer and trading orders follow-up.- Handling ad-hoc clients’ requests (credit cards, statements, account information, products availability…).- Opening of clients’ accounts.
Monaco
Different tasks of management of the relationship with Brazilian clients: wire transfers, trades, credit cards, accounts opening, documentation update…
Monaco
- Follow-up of strategic projects for Top Management of the Bank.- Organisation of the annual review of Sensitive/PEP clients with Top Management of HSBC Private Bank Group.- Follow-up of the project of collecting information for the automatic data exchange between OECD countries (CRS)- Follow-up of de-risking projects like tax transparency project. Member of the Portfolio Assurance Review, a risk-oriented committee with HSBC PB Monaco Executive Committee.- Ad-hoc queries using a database extraction tool.
Monaco
- Creation of dashboards using Qlikview tool for Top Management and Front-Office.- Development and calculation of the main financial indicators – Revenues, Costs, Assets Under Management (AUM), Return on Assets (ROA), Cost Income Ratio...- Implementation of a tool to follow clients daily brokerage.- Calculation of the annual performance of the Front-Office Relationship Managers for their appraisals.
Genève, Suisse
Implementation of Qlikview dashboards for procurement and sales departments at the headquarter of an American pharmaceutical group based in Neuchâtel.
Romanel-Sur-Lausanne, Vaud, Suisse
Technical and commercial development of a client portfolio. Follow-up of the relationship from the pre-sale process to the technical implementation and maintenance of Business Intelligence solutions, mainly Qlikview. Various clients in different sectors like Single Family Office, Industry, Insurance Brokers, Public Institutions…
Other employees you can reach at ca-indosuez.com. View company contacts for 2071 employees →
Isabelle Letort
Colleague at Indosuez Wealth ManagementMonaco
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PD
Pamela Doppia
Colleague at Indosuez Wealth ManagementGreater Paris Metropolitan Region, France
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CP
Christophe Piret
Colleague at Indosuez Wealth ManagementLuxembourg
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ND
Nathalie Descloux
Colleague at Indosuez Wealth ManagementMonaco
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LJ
Lisa Jouenne
Colleague at Indosuez Wealth ManagementLuxembourg
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MD
Monia De Blasi
Colleague at Indosuez Wealth ManagementBrussels, Brussels Region, Belgium
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SD
Sandrine Diebold
Colleague at Indosuez Wealth ManagementLuxembourg
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PX
Prem Xavier Raj
Colleague at Indosuez Wealth ManagementSingapore
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TJ
Tiphaine Jaillet
Colleague at Indosuez Wealth ManagementGreater Paris Metropolitan Region, France
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LB
Luca Balducci
Colleague at Indosuez Wealth ManagementFlorence, Italy Metropolitan Area, Italy
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Quick answers generated from the profile data available on this page.
Maxime Danton works for Indosuez Wealth Management.
Maxime Danton is listed as Assistant Vice President at Indosuez Wealth Management.
Maxime Danton is based in Monaco while working with Indosuez Wealth Management.
Maxime Danton has worked for Indosuez Wealth Management, Hsbc, Business & Decision, and Exel Informatique Sa | Silicom Group.
Maxime Danton's colleagues at Indosuez Wealth Management include Isabelle Letort, Pamela Doppia, Christophe Piret, Nathalie Descloux, and Lisa Jouenne.
You can use AeroLeads to view verified contact signals for Maxime Danton at Indosuez Wealth Management, including work email, phone, and LinkedIn data when available.
Maxime Danton studied at Université Savoie Mont Blanc.
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