Anthony MARTHINET
Sales - Advisor Structured Products, EFG Bank
Expérience:
Sales – Advisor of Life Insurance Solutions at Swiss Life
September 2009 – Current
• Prospecting and acquisition of new clients
• Follow-up of the existing clients database
• Advise on financial investments, saving, taxation, retirment, succession
• Design and sale of tailor made solutions
Sales – Advisor Structured Products at EFG Bank
April 2006 – September 2009 (3.5 years)
• Advise on structured products and derivatives
• Design, marketing and sale of new products either tailor made or syndicated
• Multi-asset exposure, with a main focus on Equities and Commodities
• In charge of developing French speaking areas and Asia
• Responsible for secondary market and follow-up of existing products
• Creation of pricing tools
• Draft marketing presentations and provide internal training
Formation:
Grenoble Business School
Master Degree Finance
2004 – 2006
With honours
Major in "Bonds and options valuation", "Derivative instruments" and "Portfolio management"
Université Pierre Mendès-France (Grenoble II)
Bachelor Business Administration
2001 – 2004
With Honours
25 contacts• Prospecting and acquisition of new clients
• Follow-up of the existing clients database
• Advise on financial investments, saving, taxation, retirment, succession
• Design and sale of tailor made solutions
2006 - 2009• Advise on structured products and derivatives
• Design, marketing and sale of new products either tailor made or syndicated
• Multi-asset exposure, with a main focus on Equities and Commodities
• In charge of developing French speaking areas and Asia
• Responsible for secondary market and follow-up of existing products
• Creation of pricing tools
• Draft marketing presentations and provide internal training
