Holder of a double degree in Management of Financial Instruments obtained at the University of Cergy (12th best master of France in banking and finance) and in Finance realized at the Ecole Supérieur de Commerce EDC Paris Business School. Passionate about market finance, financial products and macroeconomics, I have the pleasure of evolving today in permanent contract as Sales at Trusteam Finance, Asset Manager in Paris created more than 20 years ago and advocates customer satisfaction as an extra-financial criterion that creates value.
Richelieu Invest
View- Website:
- richelieuinvest.com
- Employees:
- 25
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Wholesales And Cgpi SalesRichelieu InvestParis, Fr
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Wholesale & Cgpi SalesRichelieu Gestion Oct 2024 - PresentParis -
Wholesale & Cgpi SalesTrusteam Finance Jan 2024 - Oct 2024Ville De Paris, Île-De-France, FranceÉvolution en tant que responsable d'une partie de la clientèle wholesale de Trusteam Finance, en charge de la relation avec les banques, sociétés de gestion, entreprises privées, compagnies d'assurances, caisses, family offices, plateformes de distribution et sociétés de gestion privée & conseillers en gestion de patrimoine indépendant. -
Asset Management Sales - Financial MarketTrusteam Finance Sep 2022 - Oct 2024ParisB to B clientele - front office Asset Management - equity, bond and diversified investment products. Missions carried out:- Development and follow-up of a customer portfolio.- Proposal of investment products adapted to the targeted clientele. - Transmission of Trusteam's investment philosophy.- Responses to customer requests. - Commercial animation, organization of round tables, meetings, webinars.- Travel throughout the France for customer follow-up.
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Analyst Trade ManagementCaceis Sep 2021 - Sep 2022ParisOne year apprenticeship contract as Middle Officer Trade Management at CACEIS. In charge of control, validation and calculation of the trades commissions, taxes, prices and amount. in charge of validating and correcting the SSI's of trades, chasing the brokers and follow the trade throughout its life cycle until the settlement delivery of the operation jointly with the back office. -
Wealth Managment ConsultantSelexium Sep 2020 - Mar 2021Pariscanvassing and making appointments with future clients, drawing up balance sheets, finding solutions adapted to the client's needs, preparing reservation contracts, establishing weekly sales reports.
Victor Simonnet Education Details
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Financial Markets, Instruments And Valuation -
Business
Frequently Asked Questions about Victor Simonnet
What company does Victor Simonnet work for?
Victor Simonnet works for Richelieu Invest
What is Victor Simonnet's role at the current company?
Victor Simonnet's current role is Wholesales and CGPI Sales.
What schools did Victor Simonnet attend?
Victor Simonnet attended Cy Cergy Paris University, Edc Paris Business School, 香港恒生大學.
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Victor Simonnet
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