Guillaume Taek

Business Development Executive

Bordeaux, France15 yrs 2 mos experience

Highly Stable

Key Highlights

Expert in Wealth and Asset Management.
Strong background in investment advisory and alternative investments.
Proven track record in client relationship management.

Stackforce AI infers this person is a Finance professional with expertise in Wealth Management and Investment Advisory.

Contact

Skills

Core Skills

Wealth ManagementAsset Management

Other Skills

BloombergInvestment AdvisoryAlternative InvestmentsMutual FundsHedge FundsCustomer relationsSpeechMarché des capitauxCapital-investissementFonds mutuelGestion de patrimoineGestion d'actifs

Experience

15 yrs 2 mos

Total Experience

6 yrs 1 mo

Average Tenure

2 yrs 11 mos

Current Experience

Ofi invest asset management

Responsable Commercial Réseaux & CGP

May 2023 – Present · 2 yrs 11 mos

BloombergWealth ManagementAsset ManagementInvestment AdvisoryAlternative InvestmentsMutual Funds+2

Aviva

3 roles

Branch Manager - Life Brokers, IFAs and Tied Agents

Apr 2016 – May 2023 · 7 yrs 1 mo

Sales & Marketing Manager, Unit-linked products

Promoted

Mar 2014 – Apr 2016 · 2 yrs 1 mo

Sales & Marketing Executive, Unit-linked products

Feb 2013 – Mar 2014 · 1 yr 1 mo

Presentation of products and market views to intermediaries and clients at seminars and workshops
Formulating investment solutions to ditribution networks
Providing expertise on financial products through the developement of marketing materials across all asset classes for multiple distribution channels (financial publications, markets outlooks, mutual funds insights....)
In charge of the Aviva Web TV website content (Interviews of investment managers and products specialist)
Managing relationships with business providers (mainly external asset managers)

Newalpha asset management

Junior Business Development

Jan 2012 – Jan 2012 · 0 mo

Hedge funds performance analysis
Sales support for the institutional sales team
Writing and editing of monthly/quarterly investors’ reports
Market studies for the launch of new products (fund of funds, fund of hedge funds)
Update and creation of marketing materials
Competitive watch, weekly monitoring of competitors and hedge funds environment
Creation of institutional communication tools
Support in answering and coordinating RFP’s and update of the RFP database

La française

2 roles

Marketing Retail Products

Jan 2011 – Jan 2011 · 0 mo · Région de Paris, France

Marketing support to the retail sales teams (Partners, IFAs) & Private banking
Creation and regular updates of marketing materials across all asset classes (product presentations, brochures, product sales aids...) for retail investors
Strategic Marketing support:
Streamlining the range of funds: studies, building the range, sales pitch
Competitive watch, market studies, performance analysis

Wealth management - Private Bank

Jan 2010 – Jan 2010 · 0 mo · Région de Paris, France

Investment and wealth management solutions for private investors to help them protect, manage and grow their wealth
Sales of life insurance contracts, mutual funds, real estate funds (SCPI), private equity funds (FIP/FCPI)
Sales support for the managed accounts development