As an independent international financial adviser, helping the global community managing their personal finances, projects and objectives, I take great pleasure and care in giving the up most personal advise to all my clients according to their very specific needs. Always listening to every individual's requirements and matching them with the most appropriate investment strategy available. Overseeing the acquisition and development of wealth for my clients, always applying a need-based approach and a pragmatic philosophy to create and grow a client's portfolio, with dedication and impeccable service. Decisively working independently with major financial institutions to present clients with a broad offer of products and services while procuring access to most investments in the world. Catering to all needs of financial and estate planning, ranging from young professionals who are starting to invest to seasoned investors who require more sophisticated solutions.

Built relationships based on trust and integrity, working closely with my clients to understand their financial medium and long term objectives.Helped international professionals accumulating, managing and preserving their wealth though savings plans, pensions, asset management allocation and tax advantageous options. Developed new business and build upon the existing client portfolio.Provided financial advice to individuals who want to invest in Savings, Pensions and Educationplans, identifying the client's specific requirements through fact finding exercises andmatching them to the best product available in the market.Actively researched financial instruments, including shares, mutual funds, bonds, ETFs andstructured products to give advice and help putting together a client's investment portfolio.Provided dedicated, personalised account management to existing clients, actively deliveringupdates and follow ups on their portfolios, discussing current valuations, andadvising them on portfolio asset reallocation and new products.Completed product documentation from the initial meeting with a prospect client todocument his/her needs, to filling all applications and compliance forms as required by allfinancial product providers.Actively kept up to date with news and information about financial markets, the globaleconomy and the performance of most common funds held by my clients.

• Managed the business development, marketing and sales activities for the company's wealthmanagement product Flyingboat, and TDE, a FATCA data exchange application.• Researched FATCA requirements for Singapore and Hong Kong in order to complete, market andsell the company's data exchange application to wealth managers, trust funds and family offices.• Actively developed channel partners and alliance relationships throughout Asia Pacific.• Performed business development activities through direct approach, phone calls and email,networking and active participation in relevant industry events.• Gathered market intelligence information to identify potential clients by area of activity, location,company size, and eventual interest in product acquisition.• Managed lead-creation, pipeline development and maintenance, and local pre-sales activities.• Collaborated in the design of marketing materials, the development and content of the company'swebsite, and re-branding.

• Product Manager in charge of the Ancillary Services product range.• Coordinated product marketing initiatives with developers, implementation teams, sales andregional commercial offices through meetings, workshops and presentations.• Managed pre implementation product requirements for external clients and troubleshooted postimplementation issues liaising with developers and end users.• As a Pre-Sales Manager contributed to the efforts of IT and Global Account Managers, gathering key information from developers and product managers creating relevant documentation, deliveringproduct presentations, writing client-specific documentation and helping to respond RFI/RFPs.• As a Global Account Manager maintained a portfolio of direct accounts of Finance Industry clientsof over $250K each in revenue.• Contributed to internal business development projects, collaborating on business acquisitioncampaigns, client retention and account servicing techniques.• Maintained CRM databases, sales pipelines, contract maintenance and renewals, identified up-sell opportunities through new product presentations and regular meetings.• Collaborated with product innovation teams using elicitation techniques with current clients to identify and communicate future requirements.• Worked with Amadeus’ on-line application products and apps.

Collaborated with end-users, Logica consultants and internal teams on system analysis, identification of gaps, data management, report writing and testing while monitoring solutions at a technical and functional level. Managed specific client sites throughout France in order to achieve the project phase objectives. Worked closely with the team of consultants and client users.