With more than five years in the Financial Service industry in Asset Servicing in Paris, in Cash Management in Dubai, in Asset Finance in Sydney and in Wealth in Melbourne, I am prepared and excited for a new challenge in my professional career in London.
Associate role within the Buyers Agent team at Empower Wealth, a wealth advisory company specialised in mortgage broking, financial planning and property investment advices:
Détails de l'expérience
Created and shared property blueprints with clients and identified sold property for comparison.
Back tested and analysed Real Estate trends and patterns, calculated property growth and yield and used Demand Supply Ratio data and shared this insight with the buyer’s agents.
Created an Excel VBA Macro that automatically formats the data as required when presenting a property to a client which has boosted the team efficiency.
Description de l'entreprise
Empower Wealth is a team of qualified, experienced advisors who provide tailored, independent property & financial investment advice in Melbourne, Sydney, Brisbane and Adelaide.
Consultant role within the Payment team at the National Australia Bank Wealth Operation department specialised in Superannuation services in Melbourne:
Détails de l'expérience
Analysed and allocated client’s funds through withdrawals, account closures, rollover and recontribution on their superannuation, retirement or investment accounts.
Communicated with Financial Advisers and clients for specific solutions (max cash option, investment sell down confirmation, withdrawal clarification).
Completed the Protect Your Super Australian legislation implementation project on Superannuation accounts.
Description de l'entreprise
National Australia Bank is one of the four largest financial institutions in Australia in terms of market capitalisation, earnings and customers.
Business Development and Analyst role within the International Trade and Transaction Banking department of Credit Agricole CIB Dubai a major French Investment Bank:
Détails de l'expérience
Advised Multinationals and Financial Institutions located in UAE and the Gulf on cash management solutions such as: Supply Chain Finance, Current Accounts, Short Term Loans and Cash Pooling solutions.
Analysed Credit Agricole-CIB current corporate clients to develop Transaction Banking local business in the region and assessed profitability and pricing of financial products (PI/NBI) pitched to clients.
Attended and organised client’s meetings with Relationship Manager, prepared client’s presentations, pitched cash management solutions to clients and prospects and wrote call reports.
Implemented new cash management solutions within Credit Agricole-CIB Dubai such as Supply Chain Finance and Supply Chain Finance Participation into a third-party program.
Designed new business analysis to provide an insight on clients utilisation of Overdraft and Short Term Loans and analysed their inwards/outwards cash flows on a weekly and monthly basis.
Coordinated with Middle Office and Compliance to set up new KYC for client onboarding and opened current accounts for new clients.
Responded to Request for Proposal sent by Multinationals and fed the pipeline with upcoming deals.
Description de l'entreprise
Crédit Agricole CIB, the Corporate & Investment Banking arm of the Crédit Agricole group, specialises in the businesses of capital markets and investment and corporate banking.
Account Manager role for the Local Custody department of BNP Paribas Securities Services a global leader in custody services for Financial Institutions
Détails de l'expérience
Direct corporate action advice for a number of global custodian clients including JP Morgan Chase & Co and Morgan Stanley on the Euronext Market (client communication, financial reporting).
Source of official information and updates for clients regarding all aspects of corporate actions (eligibility rules, reconciliation of positions, payments calculation).
Managed client’s portfolio queries by analysing and solving problems that may arise during corporate action events (trades reconciliation, settlement supervision, taxation analysis).
Controlled, processed and validated client instructions sent by SWIFTS (MT565/MT568/MT599).
Contributed to the streamlining of the system reliability and operational risk control by automating certain reconciliation tasks through the creation of an Excel Visual Basic check.
Trained new account managers on all operational aspects.
Advised clients on market changes (H2D HDR – T2S) and new regulations impacting corporate actions on the Euronext market.
Description de l'entreprise
Global Financial Institution leader in Securities Services providing from Asset Servicing to Clearing and Custody.
Two-month internship in Cash Equity service at Barclays Capital.
Détails de l'expérience
Producing and sending directly to institutional client's communication supports summarizing cross-asset research.
Preparation of morning meeting briefings for institutional clients.
Analyzing and commenting companies financial reports under Barclay's coverage.
Description de l'entreprise
Barclays Investment Bank provides large corporate, government and institutional clients with a full spectrum of strategic advisory, financing and risk management solutions to help them innovate and grow.