Pascal Mercier, Cfa Email & Phone Number

Ville De Paris, Île-De-France, France

Paris Area, France

The Advisory Desk dedicated to "Gestion de Fortune"​ acts as a liaison between the investment strategy of the Private Bank and the Relationship Managers to tailor advice to the unique circumstances of the clients with a minimum of 5 M€ of assets under management. As an Investment Advisor, my role consists in:- Collaborating with Relationship Managers to analyse clients situation and objectives- Partnering with Product Specialists to identify the most suitable products or services- Reviewing a client's current investments and objectives, giving a client a picture of his or her current portfolio composition and within the firm's guidelines create a custom portfolio and/or suggest trades ideas - Pitching multi-assets investment ideas via tailored written proposalsMy responsibilities also extend to being a specialist of Structured Products and I am in charge of:- Advising Relationship Managers as to specific inquiries and their investment needs to structured product, and provide the best-fitted product ideas - Maintaining, updating and controlling sales materials and contractual forms which should be also complied with regulatory and internal policy requirement - Being responsible for product life cycle management to timely provide after-sales advices and secondary trade ideas- Participating in client and prospect meetings with Relationship Managers, promoting the Structured Products offering- Organizing and participating in monthly Structured Products committee- Assisting in coordination of Investment Bank / Life Insurance Company / Wealth Management unit for new structured product launches - Ensuring reporting of Structured Products business for french market

Région De Paris , France

As a private banker for high net worth individuals (non residents for french tax purposes), my main responsibilites were to: - Partner with branch staff to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue- Analyze client’s current financial resources and financial position- Advise, sale and implementation of investment, banking and estate products to core clients- Leverage and coordinate specialists to provide interdisciplinary expertise for most complex clients- Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced- Obtains client referrals and additional assets- Ensure compliance with all document provisions, tax and fiduciary laws

Région De Paris , France

In charge of high net worth individuals, responsible for:- Advising and selling financial products (mutual funds, structured products, life insurance, savings accounts...) to match clients goals (funding kids education, retiring...) - Providing investment solutions for fiscal optimisation - Evaluating credit requests and providing personal loans, mortgages, debt consolidation, refinancing

Cfa Charterholder, Finance, Général

Master 2 Contrôle Audit Finance, Wealth Management