United Kingdom
• Priced and booked interest rate derivatives products and send prices to clients in autonomy • Pre-Trade and Post-Trade deal’s monitoring in relation with Structuring, Trading, and MO/BO • Wrote daily and weekly economic notes for customers and Credit Agricole’s teams • Introduced our financial solutions to clients depending on their hedging or investing strategies
• KYC, investor profile and compliance analysis • New private banking client’s onboarding preparation and reports • Call / meeting reports • Wealth synthesis • Innovative and suitable investment funds / structured products targeting