Mel Vasseur
Client Advisor @Cic Banque Privée
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WORK HISTORY
Client Advisor @Cic Banque Privée
Metz, FR
Daily management of a client portfolio with a minimum of €1M in assets.• Commercial and administrative support for private bankers: preparing meetings and attending them.• Preparing asset allocation proposals (using SmartRisk) for subscription, arbitration, or redemption of life insurance and capitalisation contracts.• Preparing presentations and subscriptions for financial products, including Life Insurance, Capitalisation Contracts, PEA, Securities Accounts, SCPI, Structured Products, Private Equity, and Private Debt.• Structuring and simulating loan applications: mortgage and consumer loans (data entry via IDCE/IDCHAB/IDCC).
EDUCATION
ICN Business School
Master's degree
University of Luxembourg
Bachelor's degree
Université de Lorraine
DUT Techniques de commercialisation
ABOUT MEL VASSEUR
Jeune professionnel de la banque privée et de la gestion de patrimoine, certifié AMF et…
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