Adrien DORLEAC

- Advised private bankers on financial investments (bonds, equities, funds, commodities, ETF, structured products) - Carried out investment proposals and asset allocations considering clients' risk/return profile and asset class preferences - Participated to frequent calls with the research teams to select best trend asset and to do market reports - Worked with the sales and structuring team to create structured investment presentations and termsheets in German

- Priced simple and structured products with SGCIB X-One software and created marketing proposals for client meetings - Restructured corporate hedging strategies in collaboration with relationships managers and the structuring team - Worked with the middle office to get CVar agreements and the back office for operation confirmations - Took unit trust and time deposit account orders on the phone (100M€/day), elaborated bonds portfolios

- Overtook the sales manager responsabilities during his summer holidays - Took wine orders from salesmen or customers, advised them on trend wines or special offers - Managed issues relating to faulty deliveries (stocks & transporter)

Preparation for national competitive entrance exams to leading French Business School