Fidy R

Fidy R Email and Phone Number

Financial Planner and Business Development Manager @ MyProject Sàrl
Geneva, Switzerland
Fidy R's Location
Geneva, Geneva, Switzerland, Switzerland
Fidy R's Contact Details

Fidy R personal email

About Fidy R

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Fidy R's Current Company Details
MyProject Sàrl

Myproject Sàrl

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Financial Planner and Business Development Manager
Geneva, Switzerland
Fidy R Work Experience Details
  • Myproject Sàrl
    Financial Planner And Business Development Manager
    Myproject Sàrl
    Geneva, Switzerland
  • Myproject Sàrl
    Financial Planner / Business Development Manager
    Myproject Sàrl Aug 2015 - Present
    Geneva Area, Switzerland
    • MyProject is a Swiss brokerage firm leader in Switzerland with more than 100 highly skilled employees and working with more than 30 financial institutions and trusts such as UBS, Zurich AG, Generali, Helvetia, Axa to name a fewOur aims is to offer our clients demands with the highest quality servicesSpecialities- Pensions & Retirement- Health- Property protection- Credit / Leasing- Tax- Mortgage Financing- Investment- Borders and Expatriates
  • Myproject Sàrl
    Business Development / Wealth Relationship Manager
    Myproject Sàrl Aug 2014 - Present
    Geneva Area, Switzerland
    Key responsibilities:• Working closely with the financial advisors• Account maintenance from monitoring positions through to handling account queries and orders• Account opening - filing all account opening forms and communicating closely with clients on all documentation requirements
  • Globaleye
    Emea Business Development Manager
    Globaleye Jan 2010 - Jun 2011
    Dubai, United Arab Emirates
    Established in 1999 and headquartered in Dubai, Globaleye is a leading wealth management firm in the Middle East, with operations throughout Asia and Europe We specialise in helping global citizens with investment management, tax planning strategies, insurance and mortgage advice among many other servicesOur holistic approach to financial planning puts the interests of our clients at the forefront of everything we do. Each plan encompasses every aspect of your financial life and our advisers are there to keep you on the right track to the endWe’re passionate about helping expats protect, preserve and grow their wealth for themselves and the generations that followOur central focus is on enhancing our service and your experience with us, which is why we have invested in global compliance systems, highly qualified professionals and the most innovative technology availableOver a thousand customer reviews makes us one of the most-recommended offshore financial advisories in the world
  • Globaleye
    Wealth Relationship Manager
    Globaleye Jan 2010 - Jun 2011
    Dubai, United Arab Emirates
    • Globaleye are an independent firm of advisors who provide unbiased business solutions to both corporate and private. Working with more than 10 corporate trust companies, the ultimate aim is to deliver exceptional sales and business performance, whilst maintaining sound risk managementKey responsibilities• Working closely with our growing team of IFA, responsible for managing a portfolio of High Net Worth Individual, of intermediary clients which include Trust and Fund companies, raising deposits and providing a wide range of solutions which include banking, credit, FX and investments, introducing our IFA to assist• Introducing the companies services to both private and corporate in the UAESpecialities- Intelligence gathering on clients and competitors- Creating a strategy framework for the companies activities in the concerned vertical- Account management portfolio of high net worth individual- Offshore Financial Services- Private Banking- Retirement Planning- Offshore investment- SIPP, QROPS- Life Cover- Medical Insurance- Funding Education- Capital Guaranteed Investments- Currency Exchange - Building internal and external business relationships to grow and develop a portfolio of international clients
  • Theonegroup
    International Wealth Manager
    Theonegroup Jan 2010 - Jun 2010
    Dubai, United Arab Emirates
    The ONE Group is a Financial Advisory company operating across the Middle East and Africa, operating from offices in Abu Dhabi and Dubai.We specialise in providing quality advice to both Corporate Entities and Individuals on aspects ranging from insurance to investments to residency.The ONE Group is comprised of: ONE Middle East, specializing in Financial Planning, Private Equity and International Citizenship advice in the Middle EastONE International Properties, specializing in international property investments and international immigration advice.Aspect ONE Real Estate, specializing in high end property sales and rentals in the UAE.SpecialtiesFinancial Planning, Offshore Banking, Property Investment, Investment Advice, Corporate Services, Portfolio Management, Property Investment, Insurance, Debt Management, Commodity Trading, Alternative Investments, Estate Planning, Pension Transfer and Advice, and Trusts.
  • Sci Sales Group
    Sales Executive / Key Account - Emea Business Development Manager For Microsoft, Oracle, Ibm
    Sci Sales Group Sep 2008 - Dec 2009
    London, United Kingdom
    SCi started life as a B2B telemarketing agency in 2002, but we’ve grown to become a leading sales acceleration company. Voice marketing and human interaction are still our core service, but they are supported by other online/offline B2B marketing tools.SCi Sales Group is an active member of the Direct Marketing Association (DMA), with a Director on the DMA Telemarketing Council.• Positioning IT infrastructures and BI tools to C Level Executive, in both mid-market and enterprise space, across a multitude of verticalsSpecialties- B2B Marketing- Lead Recycling- B2B Telemarketing- Channel Recruitment & Development- 360 Degree Selling- Appointment Setting- Seminar/Events Sales Support- Lead Nurturing- Data Cleansing & Target Profiling- Market Testing, and Email Marketing
  • Cbs Interactive (Uk)
    Sales Executive/Emea Business Development For Hp, Dell, Ibm, Shoretel, Sap
    Cbs Interactive (Uk) Jun 2005 - Sep 2009
    London, United Kingdom
    CBS Interactive is the UK’s largest online-only publisher of premium content. Spanning the entertainment, gaming and business sectors our market-leading brands include GameSpot, CNET, Last.FM, TechRepublic and ZDNet. We deliver premium and original content across our leading technology, gaming, music and TV brands. At the heart of these brands is discovery – the content we create empowers consumers to make more informed purchase decisions.Our content appeals to a notoriously difficult to reach audience - opinion leading, autonomous and discerning.They come to discover the latest news and trends, live out their passions and engage with a like minded audience. With hundreds of millions of unique visitors from around the world each month, CBS Interactive is a global top 10 web property and is the largest premium content network online. Our unparalleled collection of sites are extremely powerful vehicles for advertisers to reach highly attractive, targeted demographics.Key Responsabilites• Responsible for driving new business opportunities worth $300K to $5M+ within a fast paced, campaign driven environment through 2B2 outbound calls• Positioning IT infrastructures, CRM, ERP, BI tools to C Level Executive in UK, France and the French speaking markets, in both mid-market and enterprise space, across a multitude of verticals• Business intelligence gathering – research• Penetrate existing markets• Responsible of the largest single deal value of $5M+ within the banking industry

Frequently Asked Questions about Fidy R

What company does Fidy R work for?

Fidy R works for Myproject Sàrl

What is Fidy R's role at the current company?

Fidy R's current role is Financial Planner and Business Development Manager.

What is Fidy R's email address?

Fidy R's email address is fi****@****ail.com

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