Talk to sales Try for Free
Nicolas Moreau

Nicolas Moreau

Sales

Followers of Nicolas Moreau767 followers
location of Nicolas MoreauParis, Île-de-France, France

Connect with Nicolas Moreau to Send Message

Connect

Connect with Nicolas Moreau to Send Message

Connect

  • Timeline

  • About me

    Client Account Manager - UBS Wealth Management

  • Education

    • Université Paris Dauphine- PSL

      2023 - 2024
      Executive Master Patrimoine Professionnel et Gestion Privée Wealth Management

    • Sup Career, l'École des Formations en Alternance d'INSEEC U

      2020 - 2021
      Licence Gestion Finance Finance

    • ISEFAC Alternance, l'école du management en alternance

      2018 - 2020
      BTS Négociation et Digitalisation de la Relation Client Commerce

  • Experience

    • Como

      Sept 2018 - Aug 2020
      Sales

    • ATARAXIA Patrimoine

      Sept 2020 - Sept 2023
      Advisor

    • UBS

      Oct 2023 - now

      We offer private banking services to high net worth individuals with liquid financial assets between 5M€ and 30M€.

      • Client Account Manager HNW

        Apr 2024 - now

      • Private Banking Analyst

        Oct 2023 - Apr 2024

  • Licenses & Certifications

    • Certification AMF

      Autorité des marchés financiers (AMF) – France
      Oct 2024