Description

Conseiller en investissements financiers, j'accompagne les particuliers dans l'attente de leurs objectifs patrimoniaux.

Riche d'une forte expérience dans la relation clientele, je me fonde sur une approche simple, l'écoute et la mise a disposition de produits adéquates vis a vis des inspirations de mes clients.

Mon objectifs est de couvrir l'ensemble de vos besoins et projets de vie, en construisant avec vous une stratégie globale et dans la durée.

Industry field of expertise

Languages

French
Native or bilingual
English
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

Dare Invest
Dirigeant - Conseiller en Investissement Financier
April 2025 - Today (1 year and 2 months)
Paris, France
Conseiller en Investissements Financiers Indépendant, au service des particuliers souhaitant réaliser leurs objectifs de vie a travers une stratégie patrimoniale optimisée et diversifiée.
Conseil financier Gestion de la relation client (CRM) Services de gestion de patrimoine Stratégie financière
LSEG (London Stock Exchange Group)
Head Of Business Development & Relationship Management (LCH SA)
PRIVATE EQUITY
July 2020 - March 2025 (4 years and 8 months)
Paris, France

- Lead/Manage the CRM team for LCH SA Fixed Income business
- Build on organic growth through a focus on business development and client experience
- Drive enhanced client relations
- Develop International prospects/clients sell & buy side
- Sell Data & Analytics for cost optimisation
Stratégie commerciale Développement commercial développement clientèle Gestion de la relation clientèle Market sizing et tendances de croissance
LSEG (London Stock Exchange Group)
Business & Market Data Manager (LCH Ltd)
July 2019 - June 2020 (11 months)
London, UK

- Set and develop the data strategy, roadmap, capabilities and deliver the transformational changes needed to meet business and regulatory requirements.
- Manage 30 high profile vendor relationships for new contract negotiations, renewals and all other vendor oversight activities (data licensing and commercial terms)
- Coordinate directly with internal business sponsors on data requirements; legal counsel for defining contractual terms
- Identify and drive cost saving opportunities
- Lead on the right architectural strategy and approach to meet the firms current and future data requirements
- Establish frameworks/governance to ensure data is accessed, consumed, managed, structured and remediated in line with policy, regulation and business needs.
- Build the function to develop data management and analytics capabilities to deliver on risk management framework and strategic objectives
- Drive cultural change to successfully influence/change approaches and mind sets towards data consumption.
- Pursue coordination of Collateral Management initiatives in Paris entity (LCH SA)