If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.

00329477

PROFILE:

Experienced WM Professional with strong ability to adapt & evolve - meeting both client’s and the firm’s expectations.

SKILLS:

• Translations and audio recordings. EN, FR (Projects and Private French lessons)
• Excellent adaptability, flexibility, creativity, life change and development skills. Ability to work in team and in autonomy. Always keen to learn
• Pack Office + Tableau, TimeSheets. Currently learning Xceptor & SQL
• Resilient, Self-starter, Results-driven, Proactive.

CAREER HISTORY:

2020 – Present

Banking

Credit Risk MO Analyst – Documentation Team

Cover UHNW French & Belgian market : preparing, drafting and analysing credit documentation requests such as facility agreement, lombard credits, securities pledges and LI delegations, mainlevees, and mortgage enquiries :

• Produce and deliver letters/ credit documentation within time
• Develop and ensure relationships with WM business related teams and other Operations groups to ensure that WM Credit Operations is providing the highest quality introductory experience throughout credit documentation process by promoting clear communication
• Participate in weekly calls with Credit teams : Lenders, Underwriters & Credit Executives
• Working autonomously // collaboratively using initiative prioritization, problem solving ability, adapting approach to circumstances, with or without information, and to deliver under tight deadlines
• Ensure client documentation required by Firm’s Customer Identification Program (CIP) is received, reviewed and approved in line with Signature Verification requirements process with relevant client, credit and Legal documentation, perform regulatory and risk related exception processing
• Contribute to automation of templates, loading of templates onto central system, gaining deeper understanding of Docs functions (Xceptor project ) with the goal of improving performance
• Technical environment: Internal applications, Office Pack, Xceptor, Alteryx

2018-2020

Banking

Business Relationship Manager – Client Advisor Assistant

• Assist customers in their daily requests : card, payment solutions and account monitoring, while promoting online banking massively
• Execute commercial activities : In charge of prospection, and easing the relationship with existing clients
• Helping design a strategy for client solution products : package solutions for Professionals as per their industry (Lawyer, Health professional etc.)
• Supporting Relationship Advisors in meetings with clients in and out of branch, and conducting compliance due diligence by following continuous improvement action plans towards results (Internal audit projects, Client Satisfaction, Operations, Compliance…)
• Promote financial products as per HSBC solutions : life insurance, professional credits, equipment when needed

2016 & 2017

Insurance & Wealth Management

Life Insurance MO - Account Manager

• Monitor client’s account : creation, amendment, transfers & closing
• Liaise & build partnership with major LI companies & family offices
• Helping the team in various BAU tasks

EDUCATION:

2020: PSB | SCHOOL OF BUSINESS

Master’s in WEALTH MANAGEMENT - Private Banking, Law, Economics & Finance, Life Insurance, Real Estate

2018: UPEC | UNIVERSITY

Bachelor’s in ADMINISTRATION & INTERNATIONAL BUSINESS - Law, Business, Sales, Marketing & Management

2018: University - during summer

LANGUAGES:

• English (fluent)
• French (Mother tongue),
• Portuguese (A2), German (A2)

INTERESTS:

• Traveling around the world on my own
• Cooking & Drawing
• Creatives industry (entertainment, urban music, fashion)

If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.

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