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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

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