Kélian Mengué

As an independent wealth management advisor, I assist individuals, professionals, and entrepreneurs in structuring, optimizing, and securing their assets. My approach is based on a comprehensive analysis of their personal, professional, and fiscal situation to build tailor-made strategies: savings and financial investments, retirement planning, tax optimization, family protection (providence, borrower insurance), and real estate project support. Independent of any banking institution, I select solutions adapted to my clients' objectives, with a strong emphasis on pedagogy, transparency, and ongoing follow-up.

- Project management and coordination of various stakeholders

- Management of a team of 7 people

- Liaison between technical teams and operational units

- Writing specifications & translating user needs to converge towards desired project solutions.

- Support for user training, change management to ensure adoption of new practices.

- Deployment assistance

- C-Level reporting and steering committee preparation

• Manage the deployment of LUCCA solutions.

Client support in configuration and solution implementation: kick-off, audit, setup, administrator training, launch, and client monitoring

• Identify product improvements and sales opportunities (up-sell and cross-sell).

. Master the advanced functionalities of the solutions

• Respect contractual deployment deadlines

• Coaching, mentoring, and skills development support

• Contribute to internal projects.

• Handle customer support requests.

• Respond to customer requests within an average time of 30 minutes

. Maintain an average annual satisfaction rate of 98 %