Grégoire PROUST

Experience

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  FATHER & SONS

  Jan 2018 - Feb 2018

  Salesman

  • Deal with customer queries (30 clients a day). Manage customer flows during winter sales. develop my negotiation and relational skills. Realize a 1000 euros turnover.• Tidy stock on the shop floor. Manage the arrivals of new collections, the deliveries to the tailor's shop. Deal with the received goods.• Take care of the merchandising on the shop floor.

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  Diambars Association

  May 2018 - May 2019

  Treasurer of a student society

  • Build the partnership with the FC Lyon. Negotiate with the commercial of the club.• Organize a charity tournament of football. In partnership with the FCL.• Deal with partners to obtain grants and gifts for the charity tournament.• Keep the project's accounts. Doing a balance with a 600 euros budget.• Give support courses to U18 players of the FC Lyon (10 sessions). Develop interpersonal skills, patience, teaching qualities.

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  Financière d'Uzès

  Apr 2019 - May 2019

  Wealth Management Assistant

  • Analyze financial values: read a lot of financial analysis from the company Analysis Department and Broker’s partners• Participate in customer appointments: Learn more about a patrimonial analysis. Attend meetings with clients.• Summary of financial information: Make some propositions of financial values to the Wealth Manager.• Use management tools: Have a first experience with the Factset software.• Technical and graphical analysis: Have some explanations from the Wealth Manager on graphical Analysis. Show less

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  John Taylor

  Jan 2020 - Feb 2020

  Sales Assistant

  • Development of direct marketing tools for the Salesman.• Realize a map of the different sectors for the prospection, then prospect according to sector.• Customer visits.• Estimate of prime real estate in the Saint-Paul-de-Vence area• Research of properties for selective clientele.

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  Julius Baer

  Feb 2021 - Dec 2021

  • Work jointly with the risk management and the investment Advisory teams. I develop my transversal vision of the bank.• Realize controls for the Investment Advisory team such as follow up on their investment alerts. Monitoring the percentage of cash for each advisor client book’s• Prepare client portfolio reports on monthly basis for advisors and relationship managers• Build from scratch a report to ensure the suitability of the clients who have access to the trading team.• Assist and discuss advisors on their investment strategies for UHNWI clients. Show less • Realize tests on treasury and liquidity. • Assist team members on the realization of their controls. Create follow up reports on Excel. • Realize controls: manage and filter data to build databases on Excel to sort the right information. • Familiarize with Julius Baer intranet and software’s.• Worked on controls linked to different type of banking risks: Operational, Internal, Market. As a result, I develop my analytical and technical skills and I know how to work under pressure. Show less

  • Risk Management & Investment Advisory

    Aug 2021 - Dec 2021

  • Risk Management & Internal Control

    Feb 2021 - Dec 2021
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  Quintet Private Bank

  Sept 2023 - now

  Graduate Associate

  Sales Business Management & Development, Wealth Management, Luxembourg• Preparing and providing data analysis reports for Client Advisors.• Preparing performance reports for the Local Management Committee (Pricing reports, Scorecards).• Organizing the Front Office Commercial Training for our Client Advisors.• Supporting the launch of mass client communications.• Defining the implementation of the cross-border framework in Luxembourg on the different aspects (control, training, lending).Client Investment Specialist, Client Investment Services, LuxembourgPart of the investment Advisory & portfolio management team• Reviewing and analyzing client’s portfolios.• Preparing investment propositions.• Investing client portfolios.• Supporting the team in the implementation of the investment calls in the client portfolios.• Liaising with external data providers as part of the transformation and organizing trainings.• Driving the implementation of the benchmarks in our DPM mandates by liaising with different departments (Legal, Compliance, Investment Risk).Life insurance brokerage, Client Investment Services, LuxembourgTaking part of the creation of the life insurance brokerage service within Quintet Luxembourg• Reviewing and creating processes for the launch of the service within the bank.• Writing policy and procedures.• Participating in the preparation of regulatory documents.• Mapping of the master agreements in place and to be develop with external life insurance companies.• Preparing internal and external commercial resources.• Liaising with external partner to present the Quintet Life insurance brokerage service. Show less