Premium Relationship Advisor

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.