Nicolas Alvarez Email and Phone Number
Nicolas Alvarez work email
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Nicolas Alvarez personal email
Passionate about wealth management, I am currently a Private Banker at BNP Paribas Banque Privée, specializing in portfolio development.My top priority is to earn the trust of my clients by providing in-depth and personalized support aligned with their financial and wealth objectives. My responsiveness is a crucial asset in meeting their ever-evolving needs.I am also driven by an insatiable thirst for continuous learning, always eager to acquire new knowledge. My curiosity leads me to explore various domains, enabling me to better understand my clients' specific needs and offer innovative solutions.With a steadfast focus on results, I consistently exceed set objectives, generating significant growth in client portfolios and revenues. My in-depth knowledge of financial products allows me to provide informed advice and help clients leverage the best investment opportunities.Furthermore, I am an adaptable professional, capable of quickly adjusting to market changes and evolving regulations. Integrity and ethical commitment are the cornerstones of my professional practice, ensuring confidentiality of information and acting in the best interest of my clients.I would be delighted to engage with professionals in my industry as well as anyone curious and interested in constructive exchanges. Together, we can explore new opportunities, share valuable knowledge, and foster mutual growth. Please feel free to reach out to initiate an enriching conversation!
Bnp Paribas
View- Website:
- bnpparibas.com
- Employees:
- 163533
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Banquier PrivéBnp Paribas Jul 2022 - PresentArcachon, Nouvelle-Aquitaine, France- Accompagnement patrimonial, financier et fiscal sur un portefeuille de plus de 150 clients - Développement par la prospection et les présentations de clients retail/corporative- Programme Talent BNP Paribas -
Associate Private Banking - Wealth ManagementBnp Paribas Wealth Management Sep 2021 - Aug 2022Paris- Wealth management for portfolios of more than €5M.- Proposal of arbitrages and realization of thematic, financial or patrimonial research.- Analysis of securities portfolios, PEA and life insurance contracts.- Preparation of presentations on structured products, private equity, real estate.- Drafting of real estate loan files, overdraft authorizations, etc. -
Investment AdvisorPortzamparc Groupe Bnp Paribas Sep 2020 - Aug 2021Nantes, Pays De La Loire, France- Realization of patrimonial assessments and personalized investment projects.- Development and animation of a client portfolio.- Analysis and presentation to entrepreneurs of IPOs/AKs in the context of reinvestment transfer (150-0 B ter).- Accompanying heirs when opening an inheritance account. -
Financial AuditorDeloitte Jan 2020 - Jun 2020Luxembourg- Commitments in the industrial and private equity sectors.- Performing IFRS and french GAAP auditing assignments (individual and consolidated accounts). - Use of efficient methodologies and analysis tools to examine processes.- Communication in written and spoken English in multicultural teams. -
Investors Relations - Private Equity & Real EstateAmundi Apr 2019 - Sep 2019Paris, France- Realization of quarterly and half-yearly reporting for real estate (SCPI, OPCI) and private equity funds (FCPI, FCPR).- Accompanying investors during the liquidation of FCPR/FCPI funds. - Analysis of financial monitoring indicators and optimizing their presentation. - Communication of the funds to the distribution networks (Crédit Agricole, LCL, Société Générale).
Nicolas Alvarez Education Details
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Patrimoine & Immobilier -
Finance -
Dut In Business Management
Frequently Asked Questions about Nicolas Alvarez
What company does Nicolas Alvarez work for?
Nicolas Alvarez works for Bnp Paribas
What is Nicolas Alvarez's role at the current company?
Nicolas Alvarez's current role is Private Wealth Manager.
What is Nicolas Alvarez's email address?
Nicolas Alvarez's email address is ni****@****bas.com
What schools did Nicolas Alvarez attend?
Nicolas Alvarez attended Kedge Business School, Kedge Business School, Université De Bordeaux.
Who are Nicolas Alvarez's colleagues?
Nicolas Alvarez's colleagues are Mounia El Bassil, Matthieu Covarrubias, Rossella Melli, Isabelle Ivinceslas, Michel Tann, Hélène Brou Lataste, Renaud Brault.
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Nicolas Alvarez
Strasbourg -
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Nicolas ALVAREZ
Directeur De L’Epargne Et Du Marché Gestion Privée Chez Banque Populaire Grand Ouest | Diplômé Hec ParisCarquefou2lcl.com, neuf.fr
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