I am a banking professional with solid experience in relationship management, financial advisory, and portfolio development within the retail banking sector. I have managed affluent client portfolios while conducting financial needs assessments, risk evaluations, and delivering tailored investment and banking solutions.
I have successfully handled a portfolio of 400+ affluent clients and focused on building long-term trusted relationships with high-value customers. My work has centered on understanding client objectives, identifying suitable investment opportunities, and supporting portfolio growth.
I have delivered strong commercial results, including €3.4 million in net inflows in 2025 and €2.4 million in discretionary portfolio management assets under management. I am comfortable working in fast-paced, target-driven environments where accuracy and client service are both essential.
My experience also includes KYC, CDD, AML/CFT, MiFID II, and regulatory compliance responsibilities. I have reviewed and validated customer documentation, monitored banking and investment operations, and escalated risk concerns when needed.
I work closely with Compliance, Risk, Investment Specialists, and Operations teams to resolve complex client cases and ensure regulatory adherence. I value cross-functional collaboration and maintain a strong focus on confidentiality, operational excellence, and attention to detail.
I hold advanced education in wealth management, private banking, business management, and political science. I am fluent in French, fluent in English, and have basic proficiency in German, and I am open to remote work.
Managed and developed a portfolio of 400+ affluent clients, delivered tailored financial solutions, achieved €3.4 million in net inflows in 2025, generated €2.4 million in discretionary portfolio management assets under management, conducted KYC/CDD/suitability reviews, validated customer documentation, identified risk indicators, and collaborated with Compliance, Risk, Investment Specialists, and Operations teams.
Managed client investment and wealth management portfolios, analyzed financial situations and investment objectives, reviewed financial and regulatory documentation, supported compliance controls including KYC, AML, and MiFID II, monitored banking and investment operations, and supported investment and wealth structuring solutions.
Contributed to business development and client retention through personalized service and strategic outreach, and provided support in portfolio management and asset management activities.
Master’s Degree in Wealth Management & Private Banking
Graduated with AMF Certification (Financial Markets Authority), Paris.
Bachelor in Business Management
Lille.
Bachelor’s Degree in Political Science
Lille.
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