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Relationship Manager - Private Banking

Location:
Paris, France
Posted:
February 20, 2017

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Resume:

Louis-Arthur VIET

Cell: +** * ** ** ** **

acywxv@r.postjobfree.com

Birthdate: October 4th 1981

VIET Louis-Arthur

acywxv@r.postjobfree.com

Relationship Manager – Gestion Privée

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Real entrepreneur with experience of business problematic at international level

Experienced relationship manager with a strong ability to create long term confident relationships

Expertise in conducting and trading with partners: Banks, investors, HNWI / UHNWI & local authorities

Strong knowledge of EMEA business and real hunger for work with international team

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Educational Summary

ESCP EUROPE: (Part-time) France, UK, Luxembourg, Switzerland Master II – International Wealth Engineering

Graduated: 2016

JURISCAMPUS: (Part-time) France

Master I – Wealth Management

Graduated: 2015

ENSEC/ ENACOM: (Full-time) France

Bachelor – Accounting & Business Administration

Graduated: 2005

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Work Experience I – Wealth Management (Europe)

January 2015 – present: Relationship Manager - Europe Luxembourg / Suisse / Monaco / UK CB Consulting & Finance

CB Consulting is a Family Office specialized in structuring international clients through life insurance solutions. My business is to forge partnerships with private banks in Europe to structure their new and existing customers and sell new investment products.

Responsabilities:

Structured HNWI and UHNWI through compliant international life insurance solutions with law firms Extended this structuring service to emerging clients: LATAM, Eastern Europe & Asia (Singapore solutions) Integrated investment product to existing structuration: SICAV SIF and Short term Bonds Organized awareness sessions on the new international rules (CFC rules/CRS): RM & Private Bankers February 2014 – December 2014: Wealth Manager France IFB France

IFB France is a company specialized in the creation of wealth through real estate Investment and tax exemption. My job was to select among the many legal texts available that fits client wealth configuration and involve the financial, fiscal and commercial development. I successfully dealt with both my job and my Master in Wealth Management graduation.. Responsabilities:

Conducted KYC on prospective client in credit line. Real Estate planning: commercial training, hiring prospect and building professional network Tax Planning: Real estate investment in French tax exemption derogatory Built Life Insurance product in in-fine credit (Refunding & R.E acquisition)

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FRENCH : Native

ENGLISH : Bilingual

RUSSIAN : присутствовать

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Fine art, literature

Golf



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