About Jade
French
Native or bilingual
English
Conversational
Spanish
Basic
Experience
- Pole patrimoine lyonnaisWebsite Design and DevelopmentJune 2022 - June 2022Conception, design, website implementation, creation of an optimal user experience compliant with regulatory requirements.https://www.polepatrimoinelyonnais.fr
- Pôle Patrimoine LyonnaisWealth Management AssistantSeptember 2021 - August 2024 (2 years and 11 months)Lyon, France- Administrative management of client files in compliance with applicable financial regulations- Development and updating of regulatory documents such as engagement letters, DERs, and risk profiles- Drafting and monitoring of suitability reports in compliance with legal obligations- Regulatory monitoring and compliance of administrative processes according to legislative changes- Support in organizing and managing client appointments, ensuring compliance with current standards
- API CapitalWealth Management Advisor AssistantBANKING AND INSURANCENovember 2020 - September 2021 (10 months)Lyon, FranceAssistant to a Financial Investment AdvisorDrafting a thesis on the regulatory obligations of a firm and a financial investment advisor
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Education
- Master 2 (M2), gestion de patrimoine et marché immobilierINSEEC MSc & MBA2022Master 2 (M2), gestion de patrimoine et marché immobilier
- Master, Gestion de patrimoineMBway2021Master, Gestion de patrimoine