Vincent SEGUI

Expert in structured products

• Referent for the HNWI customer segment.
  Advices, Quotes, structuring, order placement.
• Animation of WM Investment Advisors and Private Bankers.
• Operational coordination; compliance and process improvement; customer support; product development

• Expertise in financial products: marketing strategy, communication support (structured products, real estate).
• Business development: customer event, business networks (French-speaking and English-speaking, Reunion Island).

• Member of the Advisory Desk and regional expert for Private Banking Advisory Offer.
• Management of a national Client Reporting project with IT teams.
• Management of the financial offer dedicated to beneficiaries of a major LBO.

• Management of a Private Banking client portfolio (€40 million).

• Training of 2 people as Private Client Manager.
• Reactivation of dormant customers (>1000), creation of reporting tools.

• Management of a client portfolio: profitability multiplied by 3.
• Co-management of the partnership with the shareholder service of a CAC40 company.

• Proactive investment recommendation on stocks, ETFs, bonds, structured products.
• Identification of opportunities and follow-up of recommendations.

• Order reception and transmission (Europe + US); Trading software hotline; Technical Analysis Consulting; Derivative Products Advisory (Warrant, Certificate); Business development.