Loïc Roux Email & Phone Number

Luxembourg

- Implemented MFA for the life insurance client portal.- Designed and integrated MFA solutions with IT and security teams.- Developed UAT plans and provided training.- Implemented Microsoft Dynamics CRM for brokers.- Customized and deployed CRM software with vendors and internal teams.- Developed training materials and conducted workshops.- Launched a website for SFDR compliance.- Ensured regulatory requirements with compliance, marketing, and IT teams.- Monitored website analytics for continuous improvement.

Luxembourg

- Analyzed business needs and translated them into detailed functional specifications.- Created user stories and use cases to communicate requirements to technical teams.- Maintained and updated the internal workflow tool to meet changing business needs.- Monitored and prioritized incoming Jira tickets to ensure timely resolution of issues and requests.

Luxembourg

- Actively scheduled broker appointments to present digital offerings on life insurance products.- Assisted brokers and clients in navigating and utilizing the web portal effectively.- Conducted training and presentations for the sales and middle office teams.- Implemented secure IT exchanges with brokers (positions and transactions).

Luxembourg

- Developed and implemented a new financial reporting system for clients.- Participated in the look-through process of investment funds in Allianz Life Luxembourg’s portfolios (Solvency II).- Built and processed Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation.

Luxembourg

- Supported the front office team with presentations at commercial committee meetings.- Maintained the architecture of all investment funds used by the company.- Set up legal agreements with custodian banks, discretionary portfolio managers, and asset management companies.- Analyzed and monitored private equity and real estate investments, including issuer analysis, shareholder agreements, and valuation control.

Apprenticeship - 4 days a weekCoordination and participation in the billing process relating to liquidations / mergers / transfers.

Apprenticeship - 4 days a weekDaily treatment of financial transactions in the accounting system.

Master'S Degree, Management And Financial Strategies Specialized In International Finance

• Portfolio management • Audit • Financial strategy • Financial control • Financial engineering and risk management

Higher National Certificate In Management Of Business Units, Business, Management, Marketing, And Related Support Services