Saloua Marssao UI
About Saloua Marssao UI
Saloua Marssao is an experienced Assistante De Gestion Clientèle Privée at Banque Lombard Odier & Cie SA in Paris, specializing in managing complex financial accounts and providing client reporting.
Work at Lombard Odier
Saloua Marssao UI has been employed at Banque Lombard Odier & Cie SA since 2007, serving as Assistante de gestion - Clientèle Privée. In this role, she manages complex account types, including Titres and PEA, and oversees accounts with property dismemberment. Her responsibilities include creating dedicated internal funds and collective internal funds within life insurance contracts. She also provides monthly reporting to clients, ensuring they remain informed about their financial operations. Additionally, she negotiates insurance fees with partners in France and Luxembourg to enhance client benefits.
Education and Expertise
Saloua Marssao UI completed her BTS Assistant de Direction at Lycée Philibert Dessaignes from 1996 to 1998. Prior to this, she studied at Lycée Emile Zola, where she earned her Baccalauréat in Sciences et Technologie Tertiaire in 1996. Her educational background has equipped her with the skills necessary for her current role in client management and financial operations.
Background
Before joining Lombard Odier, Saloua Marssao UI worked at Michael Page as Chargée de recrutement from 1999 to 2001 in Neuilly-sur-Seine. This experience contributed to her understanding of client needs and recruitment processes, which are essential in her current position within private banking.
Achievements
In her role at Lombard Odier, Saloua Marssao UI develops SICAVs tailored to client needs and implements fixed-term advances (ATF) for clients. She oversees the management of fund calls and distributions for FCPR and private equity investments. Additionally, she conducts training sessions for private bankers on the company's financial tools, enhancing the team's overall competency in financial management.