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LEA C MARCHAND

Léa Marchand CV English

lmarchand@monaco.edu

Professional situation

Looking for a job

Professional aspiration

Position
Client advisor
Experience
From 1 to 2 years
Desired salary
Between 35 k€ and 55k€
Functions
- Executive assistant
- Manager / Co-manager
- Managing Director
Sectors
- Private Banks
- Asset Management – Mutual

Summary

I am a French Student having pursued a Masters in Finance at the International University of Monaco (IUM) with a specialization in Private Banking and International Wealth Management.
I am currently working at Barclays Bank PLC Monaco as a Private Banker Assistant since April 2016.

Professional experiences

Assistant private banker

BARCLAYS BANK PLC , Monaco - Permanent contract

From March 2016 to Today

- Account opening /closing, transferts, reporting generation.
- Update of client databases in order to comply with KYC requirements and compliance.
- Sell and Buy Orders, FX and cash deposits.
-

Private assistant

A&M Global Family Office , Geneve - Internship

From February 2014 to June 2015

• Analysed companies in an objective of investments in stocks and bonds.
• Followed client’s requests. (Transfers, account openings, portfolio analysis, logical and legal support)
• Administered the client’s follow up. (KYC and compliance)
• Visited real estate properties in an objective of investment.
• Produced client performance reports.
• Managed relations with service providers such as depository banks, fiduciary and legal cabinet, notary…
• Internal administrative to A&M. (Accounting)

Additionals trainings

Bachelor of Business Administration

Skema Business School - Business Administration

2011 à 2014

Masters of finance

International University of Monaco - private banking and international wealth management

2014 à 2016

Degree

International University of Monaco – Master of Science in Finance – 2016

Languages

Anglais - Professional working proficiency

Français - Native or bilingual proficiency

Skills

Strong people skills and problem solving skills

Hobbies

  • Horse Riding
  • Fashion
  • Photography
  • Travelling
  • scuba-diving.