Charlotte Moreau
About Charlotte Moreau
Charlotte Moreau is a Client Relationship Manager at UBS, specializing in Global Family Office services. She has extensive experience in private banking, having worked at various financial institutions in Luxembourg and France since 2013.
Current Role at UBS
Charlotte Moreau serves as a Client Relationship Manager in the Global Family Office division at UBS. She has held this position since 2019, contributing to the management of high-net-worth client relationships in Luxembourg. Her role involves providing tailored financial solutions and maintaining strong client engagement.
Previous Experience in Private Banking
Prior to her current role at UBS, Charlotte Moreau worked at Societe Generale Private Banking (SGPB) as a Client Service Officer in Wealth Professional Services from 2015 to 2016. She also served as a Client Advisor Assistant at UBS from 2017 to 2019, where she supported client advisors in managing client portfolios and enhancing service delivery.
Education and Expertise
Charlotte Moreau earned her Bachelor's degree in Economics from iaelyon School of Management, studying from 2010 to 2013. She further advanced her education by completing a Master 2 (M2) in Finance with a focus on Wealth Management through an apprenticeship at the same institution from 2013 to 2015. Her academic background supports her expertise in financial services.
Early Career in Banking
Charlotte Moreau began her career in banking at Crédit Agricole Sud Rhône Alpes as a bank teller in 2013. She later completed an internship as a Client Service Officer at LCL Banque Privée in 2014. Additionally, she gained experience as a Junior Private Banker during her apprenticeship at Groupe Crédit du Nord from 2014 to 2015.
Short Tenure at Societe Generale
Charlotte Moreau briefly worked at Societe Generale Private Banking as a Conseiller Clientèle Intermédiée in Luxembourg for two months in 2016. This role contributed to her understanding of client needs and the intricacies of financial intermediation.