The management assistant monitors the accounts under mandate on a daily basis and implements the new mandates in line with the management objectives and the deadlines for compliance. He takes part in the monthly reporting and in the management policy through daily exchanges with the asset managers and analysts.
The management assistant executes orders via routing or brokers and transmits the order responses to the back office.
The sales assistant is the representative of the private banking advisor. He is in charge of managing client files on a daily basis. His tasks include opening accounts, handling investment operations and carrying out transactions. He answers client questions and, if necessary, directs them to their advisor. The sales assistant manages the agendas and relations with clients, in compliance with Meeschaert Group procedures.
The investment advisor oversees and manages the securities (stocks, bonds, etc.) of its clients in coordination with the private banking advisor. The investment advisor makes sure that a client’s portfolio corresponds to that client’s investment profile. He provides personalized monitoring and executes orders after discussing with the client.
The investment advisor selects exterior funds based on quantitative and qualitative criteria.
Real Estate Advisor
The real estate advisor works with the clients of Meeschaert Group to optimize their real estate assets. He can thus assist them in the sale of an asset or in the choice of an investment by presenting assets to them that correspond to their objectives. The real estate advisor can also propose specific programs (tax exemption, bare ownership, etc.) carefully selected from among the offers available on the market.
Private Banking Advisor
The private banking advisor works with clients to help them build up and consolidate their wealth. He constantly ensures that the solutions implemented with respect to each client’s profile are adequate and that the regulations are being complied with.
The private banking advisor serves as a coordinator and ensures comprehensive monitoring of each client’s wealth and finances, in coordination, if necessary, with the financial, legal and tax experts of Meeschaert Group.
The mandates manager is in charge of investments in mandates and the construction of model portfolios. He monitors market trends and manages portfolios by deciding which securities to invest in and to what extent. The mandates manager participates in management committees, assists the sales teams in the relations they have with clients and provides technical expertise on the various products.
The wealth engineer manages and monitors the wealth of private banking clients. He assists the private banking advisors in detecting and resolving the tax, wealth and financial problems of their clients and prospects. At Meeschaert Gestion Privée, the wealth engineer works with clients over the long term to assist them with all tax-related formalities.
Head of Structured Products
The head of structured products is in charge of monitoring structured product campaigns and making sure they run smoothly. Working in collaboration with various departments, the head of structured products regularly proposes new products that meet the needs of clients and that take advantage of the potential of the financial markets.
He promotes the development of products, monitors existing products and analyses the results in order to be able to propose new investment vehicles.
Participer aux prochaines web conférences
Le groupe Meeschaert organise régulièrement des évènements en ligne sur des sujets tels que l’actualité des marchés financiers, la finance responsable ou encore la finance au service des hommes.
Pour s’inscrire, cliquer ici.
Afin de nous conformer aux décisions gouvernementales, pour éviter la propagation du virus Covid-19, nos bureaux ne sont pas ouverts aux visiteurs et la présence de nos collaborateurs est limitée, le télétravail étant favorisé.
Votre interlocuteur habituel reste à votre disposition pour échanger par téléphone, téléconférence ou e-mail. A ce titre, nous rappelons à nos clients privés qu’ils peuvent retrouver la ligne directe de leur conseiller sur tous leurs relevés. Les e-mails et téléphones de chacune de nos équipes, à Paris et en région, sont également précisées à la page « Implantations » de ce site internet.
Soyez assurés que notre organisation est en place et nos équipes mobilisées à votre service, dans ces circonstances particulières, pour assurer la continuité de nos activités.
Our site uses different types of cookies. Some of these cookies are set by third-party services for statistics purposes to enable us to provide you a better experience.
If you want to configure the cookies you want to allow, you can click on "Configure cookies", or accept all cookies by clicking "Accept all and continue".
These settings can be found any time, as well as more infos about the cookies used for this website, in our legal information page.
Different types of cookies are used by the website. Only operating cookies are required, in order to provide a suitable experience. All cookies that we set comply with the regulations of duration and privacy.
These cookies are required for the website, and can not be disabled. They allow us to secure the website as well as your viewing preferences.
These cookies are used to measure, study and analyze the behavior of visitors, to improve the visitor experience for our users. Accepting these cookies helps us provide you with better services.
These settings can be found any time, as well as more infos about the cookies used for this website, in our Legal Information page.