Freelancer profile translated to English.

Description

With solid field experience in major banking players (Private Banking, Online Banking, Securities Back/Middle Office), I support financial institutions, Fintechs, and training organizations in their transformation projects, operational optimization, and skills development. My goal? To provide a 360° view of the banking sector, combining the rigor of traditional processes with the agility of new digital solutions.

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Lille (up to 50km)

INDOSUEZ WM
Private Banker Assistant
June 2025 - Today (1 year)
Operational support for private bankers, ensuring the smooth and compliant execution of client operations. Pilot of administrative and regulatory relations, providing high-quality service to demanding high-net-worth clients.
UTOCAT
Account Manager
January 2024 - August 2024 (7 months)
Marketing of unlisted securities operations software for banks and private equity players. Training and customer support in implementation.
BOURSOBANK
Customer Advisor
March 2021 - December 2023 (2 years and 9 months)
Remote assistance and advice to high-net-worth clients on savings, credit, and investment products (corporate actions, taxation, unlisted securities), within a 100% digital environment.