Alexandre DUBARRY

27 years - Antibes (6600) France

Professional situation

Looking for a job

Professional aspiration

Position

Internship

Experience

Young graduate

Desired salary

Non-specified

Type of contract

Internship

Mobility

- Monaco

Functions

- Non-specified

Summary

Récemment diplômé du Master Finance Gestion de Fortune et Banque privée à l'IUM, je suis actuellement à la recherche d'un poste d'assistant banquier privé sur la place Monegasque.

Professional experience

Assistant private banking / life insurance

EDMOND DE ROTHSCHILD GROUP , Monaco - Internship

From July 2023 to December 2023

Edmond de Rothschild Assurances & Conseils

• Middle office assistant:
- Monitoring underwriting files with insurance companies, reporting to bankers.
- Preparation of underwriting kit for customer signature

• Back-office assistant:
- Follow-up of operations during the life of the contract: surrender, arbitrage, etc.
- Analysis and verification of contract compliance
- Updating the customer database
- Sending contract valuations

Additionals trainings

Msc of Finance - Wealth Management & Private Banking

University of Monaco - Wealth Management & Private Banking

2022 à 2024

Bachelor Business Administration

University of Monaco - International Finance

2018 à 2022

Degree

International University of Monaco – Master of Science in Finance – Private Banking and Wealth Management – 2024

International University of Monaco – Bachelor of Business Administration – 2022

Languages

Français - Native or bilingual proficiency

Anglais - Native or bilingual proficiency

Espagnol - Professional working proficiency

Skills

Ponctual

organized

Versatile

autonomous

hard-worker

Hobbies

Sport
Finance
Business
Law