• Client-focused, dedicated to exceed client expectations by offering tailored-made investment advice to Ultra and High Net Worth individuals, and maintaining strong, fruitful working relationships. Regular clients’ discussions to implement socially responsible investing strategies.• Provided accurate and timely products, research and portfolio presentations on fixed income, equity and alternative in- vestments; adopting a solution-driven approach and exhibited negotiating skills with various asset class specialists.

UHNWI Israel Wealthy Families Department, Zurich - Aug 2013 - November 2018:• Managed a growing portfolio of existing clients (USD 110M) by providing comprehensive advice and a broad range of investments.• Involved on a daily basis with key activities and investment solutions for a very large UHNW portfolio.Middle East Relationship Manager Assistant, Geneva - Jul 2011 - Feb 2013:• Helped retain relationships of USD 200M by maintaining a rapid grasp on new situations, which ultimately increased revenue, profits and clients’ confidence; managing on a daily basis key activities for portfolios by dealing with money markets, preparing customised reports and handling all types of payments and orders.United Kingdom Relationship Manager Assistant Intern, Geneva - Jan 2011 - Jul 2011:• Collaborated effectively with the Trust and Fiscal departments to prepare files concerning the Liechtenstein Disclosure Facility for more than 50 clients; organising for clients and their families to attend local special events (i.e. Montreux Jazz Festival or Geneva Moto Show).

At the Executive MBA at the University of Lausanne, I was in charge of diverse administrative tasks. My responsibilities included managing inventories, ordering supplies, handling calls, informing prospect students about the programs and assisting with the preparation of communications materials and presentations for the promotional events. I was also in charge of updating the students’ database, sending promotional mailings to new prospects or institutions. At the end of the year, I helped to plan the graduation ceremony.

At Quilvest, my internship was focused on acquiring general knowledge of front and middle office functions in an international family office. I worked directly with the relationship manager on a daily basis and prepared the annual review of the client’s investment portfolio.

At the Première Agence de Microfinance at Antananarivo my tasks included elaborating work contracts, checking payroll slips and organizing motivational workshops. This internship gave me the chance to become more familiar with a microfinance institution in a developing country.