Freelancer profile translated to English.

Description

Financial investment advisor, I help individuals achieve their wealth objectives.

With extensive experience in customer relations, I rely on a simple approach, listening, and providing appropriate products aligned with my clients' aspirations.

My goal is to cover all your needs and life projects by building a global and long-term strategy with you.

Industry field of expertise

Languages

French
Native or bilingual
English
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km)

Dare Invest
Manager - Financial Investment Advisor
April 2025 - Today (1 year and 2 months)
Paris, France
Independent Financial Investment Advisor, serving individuals wishing to achieve their life goals through an optimized and diversified wealth management strategy.
Financial Advice Customer Relationship Management (CRM) Wealth Management Services Financial Strategy
LSEG (London Stock Exchange Group)
Head Of Business Development & Relationship Management (LCH SA)
PRIVATE EQUITY
July 2020 - March 2025 (4 years and 8 months)
Paris, France
- Lead/Manage the CRM team for LCH SA Fixed Income business
- Build on organic growth through a focus on business development and client experience
- Drive enhanced client relations
- Develop International prospects/clients sell & buy side
- Sell Data & Analytics for cost optimisation
Sales Strategy Business Development Client Development Customer Relationship Management Market Sizing and Growth Trends
LSEG (London Stock Exchange Group)
Business & Market Data Manager (LCH Ltd)
July 2019 - June 2020 (11 months)
London, UK
- Set and develop the data strategy, roadmap, capabilities and deliver the transformational changes needed to meet business and regulatory requirements.
- Manage 30 high profile vendor relationships for new contract negotiations, renewals and all other vendor oversight activities (data licensing and commercial terms)
- Coordinate directly with internal business sponsors on data requirements; legal counsel for defining contractual terms
- Identify and drive cost saving opportunities
- Lead on the right architectural strategy and approach to meet the firms current and future data requirements
- Establish frameworks/governance to ensure data is accessed, consumed, managed, structured and remediated in line with policy, regulation and business needs.
- Build the function to develop data management and analytics capabilities to deliver on risk management framework and strategic objectives
- Drive cultural change to successfully influence/change approaches and mind sets towards data consumption.
- Pursue coordination of Collateral Management initiatives in Paris entity (LCH SA)