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Gabrielle L.

Gabrielle L.

Assistant Project Officer

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location of Gabrielle L.Switzerland

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  • Timeline

  • About me

    Relationship Manager - UBS

  • Education

    • CFPB - L'Ecole supérieure de la banque

      2018 - 2018
      CESB Conseiller en Gestion de Patrimoine Banking, Corporate, Finance, and Securities Law Graduated with honors

      One-year program leading to a graduate education - Level 7 (European Qualifications Framework) : Stock and Bond Valuation, Real Estate Investing, Risk Management, Wealth/Succession planning and Compliance.More details : http://www.cfpb.fr/formations/formation-diplomante/cesb-conseiller-en-gestion-de-patrimoine

    • Lycée Alfred De Vigny

      2007 - 2010
      Baccalauréat Scientifique option Science de l'ingénierie

    • Mannheim Business School

      2017 - 2017
      Master's degree Betriebswirtschaftslehre

      One exchange semester ( Feb-July) Located in the heart of the German and European economy, Mannheim Business School (MBS), the umbrella organization for management education at the University of Mannheim, is considered to be one of the leading institutions of its kind in Germany and is continuously ranked as Germany’s #1.Relevant courses : International Business Taxation and Tax Planning; European Business Taxation; Corporate Strategy and Customer, Market and Firm Strategy

    • Toulouse Business School

      2015 - 2018
      Master's degree in Management - Specialisation inFinance/Wealth Management Banking, Corporate, Finance, and Securities Law

      Activities and Societies: Project Manager in Welcome Team : Association to promote Erasmus Students bridging Three accreditations : EQUIS, AMBA, AACSBThree-years program leading to a Master of Management, Specialisation in Financial Markets and Wealth Management: portfolio and derivatives risk management, fixed income, taxation, wealth management, private equity, law.

    • Ecole Supérieure de Commerce Et de Management - ESCEM

      2011 - 2014
      Bachelor's degree Management and Finance

      Three-years program leading to Bachelor of Management and Finance : financial accounting, cash management, market finance, taxation. Research paper : Insurance crime

    • Anglia Ruskin University

      2013 - 2014
      Bachelor's degree Business and Management

      One exchange semester ( Sept-Jan) Relevant courses : International Marketing ; Marketing Consultancy ; International Management and Tourism Management

  • Experience

    • Primagaz

      Jul 2010 - Jul 2010
      Assistant Project Officer

    • GROUPE MACIF

      Jun 2012 - Aug 2012
      Relationship Manager Assistant

    • Grant-Thornton France

      Feb 2014 - Aug 2014
      Financial auditor and Accountant

      • Conducted legal and contractual audits • Established annual account and tax return

    • Grant Thornton France

      Jan 2015 - Mar 2015
      Accountant

      • Conducted legal and contractual audits • Established annual account and tax return

    • HSBC Retail Banking and Wealth Management

      Jun 2016 - Dec 2016
      Relationship Manager

      • Prospected for new potential clients• Planned client meetings (valuations, presentations, portfolio reviews)• Identified, managed and monitored risks (KYC, FATCA, AML, …)

    • Credit Lyonnais

      Jan 2018 - Oct 2020

      • Managed an international portfolio of high-net-worth families with 60 M€ of AuM• Established and implemented customised asset allocation models (investment funds, real estate, equities, fixed income, private equity, derivatives and structured products, …) • Provided a holistic suite of services that encompasses all parts of a person’s financial life (real estate, retirement planning, …)• Coordinated knowledge and resources of other internal specialists • Tasked with structuring mortgages and credit lines tailored to clients’ needs Show less

      • Private Banking Relationship Manager - LCL Banque Privée Champs Elysées

        Dec 2018 - Oct 2020

      • Relationship Manager Assistant - LCL Banque Privée Champs Elysées

        Jan 2018 - Nov 2018

    • UBS

      Nov 2020 - now
      Relationship Manager

      • Manage and maintain relationships with high-net-worth families by building trust• Oversee client’s needs by providing overall asset allocation, investment management, wealth planning and banking needs • Recommend appropriate UBS products and services to meet clients' financial goals by using consultative selling skills• Increase business results and acquire new assets, by deepening and strengthening my relationships with existing and new clients• Comply with all regulations, policies and standards, and promote an effective risk culture Show less

  • Licenses & Certifications

    • TOEIC : 855/990

      Mar 2015