Open to opportunities

Salomé Beaujour

@salombeaujour

Message

Private banking and wealth management professional with strong client relationship and RFP expertise.

France

Message

What I'm looking for

I seek a client-focused wealth management role where I can use RFP expertise, portfolio analysis, and advisory skills to grow assets and deliver personalized solutions.

I am a dedicated wealth management professional with hands-on experience across private banking, client advisory, and institutional RFP/DDQ processes. I have managed client portfolios, supported senior bankers, and contributed to business development in top-tier French banks and asset managers.

At AXA IM (part of BNP Paribas group) I lead maintenance of consultant databases and coordinate complex RFP/DDQ responses under tight deadlines, while at LCL Banque Privée I managed a €2.6M client portfolio and consistently exceeded client satisfaction targets.

I hold an MSc in Finance (Wealth Management) with high distinction and AMF certification, and bring strong skills in financial product analysis, risk assessment, KYC, and client acquisition, complemented by practical experience with Bloomberg, Pack Office, and Big Expert.

Experience

Work history, roles, and key accomplishments

Current

Consultant Database Analyst

Current

AXA IM

Nov 2024 - Present (1 year 2 months)

Lead maintenance and monthly/quarterly updates of five consultant databases and coordinate teams to complete RFPs/DDQs (up to 1,000 questions) within 4-day to 3-week deadlines, supporting Sales with client content and Salesforce updates.

RFP DDQ Management Salesforce Project Coordination Investment Strategy Simplification

Junior Private Banker

LCL Banque Privée

Sep 2023 - Sep 2024 (1 year)

Managed a portfolio of 100 clients with €2.6M in assets, delivered comprehensive financial advisory, wealth planning and insurance support, and consistently exceeded client satisfaction targets.

Private Banking Portfolio Management Financial Planning Client Relations Financial Advisory

Apprentice Private Banker

LCL Banque Privée

Sep 2022 - Sep 2023 (1 year)

Assisted in managing portfolios totaling €394M across ~1,000 HNWI clients and developed skills in credit analysis, KYC procedures, and high-net-worth client support.

Credit Analysis KYC Risk Assessment Relationship Management

Apprentice Assistant Banker

Banque Delubac & Cie

Sep 2021 - Sep 2022 (1 year)

Developed and marketed financial product portfolios, conducted fund analysis on risk and performance, and built distribution relationships with asset managers to secure agreements.

Product Marketing Sales Growth

Wealth Management Intern

Forevert Conseil

Jan 2021 - Jul 2021 (6 months)

Marketed green financial and real estate products, educated clients on ESG criteria and impact investing, and prospected new clients exceeding 50 calls per day to drive business development.

ESG Product Marketing Business Development Prospecting Cold Calling

Education

Degrees, certifications, and relevant coursework

Paris School of Business

Master of Science in Finance, Wealth Management

2018 - 2023

Grade: High Distinction

Master of Science in Finance - Wealth Management completed with High Distinction and listed on the Dean's list; included AMF certification attainment in June 2023.