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Jérôme Le Gall

Private Banker

43 ans
Permis de conduire
France
En poste Ouvert aux opportunités
Jerome is curious, versatile and organized professional with more than 15 years experience in wealth management, private banking and consulting industry.
Besides his current role at Friday Capital, Jerome is involved in a family investment holding where he oversees the investment strategy within different asset classes including Private Equity and Real Estate
He is an experienced wealth manager, skilled in personalized advice and tailored solutions that are based on client needs.
He works with a team of professionals including investment advisors as well as financial planners to provide a holistic approach to wealth management.
CV réalisé sur DoYouBuzz

Msc Banking, Finance and International Affairs with a speciality in Project Management

Faculte des Sciences Economiques et de Gestion - ISAFI

Septembre 2007 à octobre 2008
En savoir +

CISI Level 3

CISI

Janvier 2017 à juin 2017
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.

Master in Business Administration

ESARC-CEFIRE Business School

Septembre 2005 à juillet 2007

Director

Four Leaf investment Holdings
Depuis 2022

Investor Relations

Friday Capital
Depuis 2022
  • Representing the company to investors and representing investors to the company
  • Providing financial information to investors in a timely and accurate way
  • Presenting investor feedback to company management

Private Banker

The Mauritius Commercial Bank Ltd
2015 à juin 2022
Maurice
  • Consult with all clients regarding financial requirements
  • Develop loan packages for credit review as well as underwriting
  • Prepare customer base by servicing existing clients and cross-selling products
  • Maintain and update knowledge of banking products along with financial or investment services and knowledge of industries or market areas served
  • Ensure conformance with all banking policies and practices along with regulatory statutes
  • Consistently meet and exceed annually sales goals

Board Director

Compagnie du Mapou Ltd
Depuis mars 2015
Maurice
  • •Determine the company's vision and mission to guide and set the pace for its current operations and future development.
    •Determine the values to be promoted throughout the company.
    •Determine and review company goals.
    •Determine company policies
  • •Review and evaluate present and future opportunities, threats and risks in the external environment and current and future strengths, weaknesses and risks relating to the company.
    •Determine strategic options, business strategies and plans that underpin the corporate strategy.
    •Ensure that the company's organisational structure and capability are appropriate for implementing the chosen strategies.
  • Exercise accountability to shareholders and be responsible to relevant stakeholders

Director

LJS Co. Ltd
Depuis 2014
Maurice
  • General Management of the company
  • Villa refurbishment in partnership with a renowned Interior Designer
  • Real Estate maintenance
  • Administrative assistance - Bank accounts opening - portfolio management
En savoir +

Senior Consultant

DCDM Consulting Ltd
Juillet 2011 à avril 2013
CDI
Port Louis
Maurice
  • Leading client engagements to ensure project objectives are successfully achieved.
  • Provides overall direction to the project team and manages the client relationship.
  • Identify and secure new business opportunities and renewing existing clients
En savoir +

Sales Engineer

SFR - Vivendi Group
Mai 2010 à décembre 2010
CDD
Montpellier
France
  • Explain complex topics to prospects, partners and customers in a clear and concise format with the goal of convincing them to buy, resell or recommend SFR solutions
  • Key technical advisor and product advocate for SFR Products
  • Identify all technical issues of assigned accounts to assure complete customer satisfaction through all stages of the sales process
  • Establish and maintain strong relationships throughout the sales cycle
En savoir +

Project Commercial Manager

Likusasa Africa Limited
Mars 2009 à mars 2010
CDI
Douala
Cameroun
  • Managing all projects commercial and financial functions ensuring minimum commercial and technical risk to the Company
  • Turnkey Site Build Telecom Project Management
En savoir +

Project Financial Analyst - Market Development Executive

Boca Comm Global Capital Markets
Mars 2008 à septembre 2008
CDI
Turin
Italie
  • Help companies raise capital needed for new projects and ongoing operations
  • Determine amount and structure of fund needs for client through private equity
  • Advisory services provided to clients involved in M&A and financings
  • Turin Office Manager
En savoir +

Analyst Global Operations

Boca Comm Global Capital Market
Janvier 2007 à mars 2008
CDI
St Tropez
France
  • Support to Managing Partners
  • Construct financial models and scheduling internal meetings with Lawyers, Industrial, Bankers & Business partners
  • Office Opening and Management (France - London - Sudan)
  • Create prospectuses and project proposals
  • Qualify prospects and assemble presentations
En savoir +

Marketing/Project Manager Assistant

Opticom
Mars 2006 à août 2006
Contrat d'apprentissage
Aix-en-Provence
France
  • HR Optimize process
  • ISO Certification
  • Business development
  • Manage commercial team
En savoir +
  • Sales Techniques
  • Case development
  • Sales Pipeline Management
  • Market Development
  • Discretion and trustworthiness
  • Wealth Management
  • Decision-making
  • Integrity
  • Ethics
  • Strategic Planning
  • Operationnal Planning
  • IT Management
  • Knowledge and understanding of financial markets
  • Trade Finance
  • Financial Analysis
  • Project Financing
  • Corporate Finance
  • Other
  • Surf
  • Golf - Hcp 12
  • Squash