Thanks to a strong experience in "Client Services & Relationship Management" in the area of the Investment Funds, I developed Technical, Business and Strategic skills. With a large degree of autonomy and teamwork spirit, I conducted client surveys, projects, onboarding business and manage new/existing client relationships. I gained experiences in diverse business sectors (Mainstream, Real Estate and Private Equity). Deep knowledge of core business (Transfert Agent, Fund Accounting, Custody) and other related business (Legal, Compliance, Financial reports, IT Flows, …). Willing to take over a family company, I've decided to broaden and extend my knowledges towards Construction & Architecture.
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Chief Executive OfficerSera Management Sprl Jun 2018 - PresentManagement Company for IMMO CHASSIS 2000 SPRL & CHASSIS 2000 SA -
AdministrateurChassis 2000 S.A. Jun 2018 - PresentBe -
Business Development - Production - It - Sales Team ManagerChassis 2000 S.A. Jun 2015 - PresentBeBusiness Development : Improve the organization’s market position and achieve financial growth, defining long-term organizational strategic goals, building key customer relationships, identifying business opportunities, negotiating and maintaining extensive knowledge of current market conditions. -
Administrator Immo Chassis Sprl & Chassis 2000 S.A.Chassis 2000 S.A. Dec 2011 - PresentBe -
Senior Manager, Service ManagementRbc Investor & Treasury Services Dec 2012 - Apr 2014Toronto, On, CaImplementing the RBC « Exceptional Client Experience » Model to Mainstream, Real Estate and Private Equity Clients by creating and maintaining a document library and processes supporting the Client Services Top Management and ensuring clients satisfaction within RBC NEW Re-organisation.Deep knowledge of Institutional Fund core business (Transfert Agent, Fund Accounting, Custody) and other related business (Legal, Compliance, Financial reports, IT Flows, ...) as well as systems use. Coordinating Client migrations, Client restructures, Fund launches or Fund closures for new and existing clients. -
Senior Manager, Client Service ManagementRbc Investor & Treasury Services Oct 2009 - Dec 2012Toronto, On, CaManaging a Client Service Management (CSM) Team in Luxembourg. Key contributor to the Local and Global Corporate initiatives, completing deliverables for Italian, Spanish and French Clients, and facilitating dialogue across different business delivery centers.Managing a mission at RBC Group Level : Integration of UBI new business in Milan with a total of €28 billion Asset Under Management (AUM) and over €19 billion Asset Under Custody (AUC) : coordinating the local RM/CSM Teams with an active participation to the retention phase of nearly 18 italian clients for the Correspondant Bank business. -
Relationship ManagementRbc Investor & Treasury Services Oct 2007 - Oct 2009Toronto, On, CaIdentifying, managing and closing cross-sell/up-sell opportunities with existing Italian and Swiss Clients. Quarterbacks the business development owning the strategy, overall management, proposal and client presentation. Negotiating fee agreements within agreed profitability parameters. Maintaining up-to-date knowledge, profile and network through participation at relevant conferences.Lead and direct all activities related to the maintenance and extension of 7 Italian/Swiss clients (3 Strategic + 4 Value to Growth clients) with a global upsell target of € 1Million a year. Accomplish success on a retention phase with a Strategic Italian client located in Milan, Dublin and Luxembourg (with a 100% strategic client retention).Implementing and following « Strategic RBC Sales Process » and completing the new Sales/RM documents for all clients in charge. -
Institutional And Private Equity, Client ManagerRbc Investor & Treasury Services Jan 2004 - Oct 2007Toronto, On, CaActive participation in the Creation and Management of the "Commercial Middle Office" department in Paris. The main function consisted of coordinating and supervising the integration of new clients, with daily management of their relationship, and contribution to the continuous improvement for the quality of the Custodian Bank and Fund Administration Services.Creation of the Commercial and the Middle Office department in Paris. Recruitment/Training of new employees for Mainstream and Private Equity activities (FCPR for Fonds Communs de Placement à Risques, FCPI for Fonds Communs de placement dans l'innovation and FIP for Fonds d'Investissement de Proximité).Coordinating and supervising the integration of new clients. Developing new business relationship (prospect). -
Communication ManagerBanque Internationale À Luxembourg (Bil) Jan 2003 - Jan 2004Luxembourg, LuBusiness Development & Direct Banking : Coordinating Management Meetings for DEXIA Group and be a key contributor to the logistics of the Global Annual Meeting (Jamboree). -
Depository Bank Agent, OpcvmDexia Apr 2000 - Jan 2003Bruxelles, Paris, Be -
Front Officer, Cash ManagementTelecom Italia Sep 1999 - Apr 2000Milano, Italy, It -
HostessFédération Internationale De L'Automobile (Fia) Jul 1987 - Sep 1999Paris, FrHostess "Formula One Paddock Club" in various Grand Prix : Spa Francorchamps (BE), Magny-Cours (FR), Nürburgring (DE), Monza (IT), Silverstone (GB), Monaco (MC), Imola (IT), Estoril (PT).
Sonia Rinaldi Skills
Sonia Rinaldi Education Details
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Hec LiègeBusiness Administration And Management -
University Of CambridgeFirst Certificate In English -
London School Of Commerce, London, United KingdomCertificate In Spoken English For Industry And Commerce -
British AirwaysCertificate "Airline World" & Certificate "Take Off Into Travel"
Frequently Asked Questions about Sonia Rinaldi
What company does Sonia Rinaldi work for?
Sonia Rinaldi works for Sera Management Sprl
What is Sonia Rinaldi's role at the current company?
Sonia Rinaldi's current role is Chief Executive Officer.
What schools did Sonia Rinaldi attend?
Sonia Rinaldi attended Hec Liège, University Of Cambridge, London School Of Commerce, London, United Kingdom, British Airways.
What skills is Sonia Rinaldi known for?
Sonia Rinaldi has skills like Business Development, Relationship Management, Multilingual, Strategic Negotiations, Service Management, Gestion De Projet, Gestion Des Relations, Team Management, Business Decision Making, Change Management, Entrepreneuriat, Business Process Improvement.
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