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Independent/freelance/consultant in Banking en Finance with more than 16 years experience in a Bank + 1 year experience as independent to give advice.
code JG-BE-201709-354 sur cv.enligne-be.com en Belgique

cv.enligne-be.com : cvs

High energy and outgoing professional with a background in Finance. Passionate about financial markets. Master in Economic Sciences. FSMA Certification. Specialized in Financial Planning, retail banking and investment products with strong entrepreneurial spirit.

MR JE... G...

...

BIERGES 1301 Be

Dans les secteurs d'activités suivants:
Banques, Assurances, FMCG,

Domaines de compétences:
Banking, Finance, Portfolio Management

Directions concernées par les interventions:
Direction Financiere Direction commerciale Controle de gestion

Types d'interventions:
Conseil en gestion financière, produits d'investissement, financial planning, retail banking

Formations suivies:
FSMA et formations suivies de 2000 à 2016 chez ING

Etudes:
Master en Sciences Economiques


Présentation

AREAS OF COMPETENCE


Extensive experience
in Finance
Good communication
skills to both technical & non-technical people alike
Excellent analytical
& entrepreneurial skills
Take initiative &
responsibility, establish priorities, teamplayer & able to work autonomous
Diplomatic relations
with internal & external clients



PROFESSIONAL
EXPERIENCE








10/2016 - present

Leleux Associated
Brokers




Banking & Investment Services Advisor as
Independent,



I created and developed my
portfolio of clients. I offer selective and general investment advice. Through the management team, I can also provide discretionary investment portfolio management
services.

I develop my portfolio through word of mouth
from satisfied, customers, though business contributors and company
managers wishing for excellence and independence of services.
I develop
skills in technical and fundamental analysis.
I develop
skills in portfolio management (I’m part of the asset management
committee in 2017)







11/2015 – 07/2016

OPTIMA



Financial Planner
as Independent
, As Financial Planner,
I am working on the four pillars which are the revenues, the assets, the
pension and inheritance of the clients. I am the first contact of our clients
and our future clients. Building a good relation with our corporate clients,
I am able to understand the complete financial situation and find several
opportunities to reach the objectives of our clients. I am working with a
team of bankers, lawyers and tax specialist who help Optima to deliver high
quality to their clients.







2000 – 2015:

ING BELGIUM











11/2007 – 10/2015



Senior Personal
Banker,





Analyze individual financial requirements for clients and provide
personal assistance.
Monitor customer requirements and at times shift issue to sales
referrals for resolution.
Coordinate with various banking members to achieve all sales
objectives.
Perform research to resolve all customers inquired as per customer
guidelines.
Maintain confidentiality of customer information at all times.
Ensure compliance to all internal security procedures and
regulations.
Maintain reports for all office processes on regular basis.








04/2009 – 12/2010



Branch Manager
(Uccle),




Combining the management of a team of 11 people with a
job as a Senior Personal Banker. As a Senior Personal Banker, I service a
very wide range of clients. The main objective is to build a strong customer
relationship. Another important, build
trust with demanding customers while keeping
an eye on the changing environment. Close relationship
with private banking and synergy with the French Desk.









01/2000 – 03/2009



Financial Advisor (Uccle,
Ixelles, Woluwe),

My goal is to help
clients to maintain the desired balance of investment income, capital gains,
and acceptable level of risk by using proper asset allocation. To reach it,
stock, bonds, mutual funds, notes, and insurance products can be used.







EDUCATION

2011 – 2015: Faculty of Economic &
Management Sciences, University of Namur

Master’s degree in Economic Sciences,
magna cum laude. Thesis "To what
extent the level of trust affects the flow of capital on regulated savings accounts
in Belgium? “

1995 – 1999: College of Advertising and Design,
CAD, Brussels

Bachelor in Advertising





COMPUTER SKILLS







Internet, Outlook, MS
Word, MS Excel, MS PowerPoint , XL STAT











LANGUAGES







French


Native Language





English



Professional working proficiency





Dutch



Basic

Divers

Formations animées:

Outils informatiques maîtrisés:
Internet, Outlook, MS Word, MS Excel, MS PowerPoint , XL STAT


Langues: Fr 0 0

Quelques références:
ING, Leleux Associated, Optima,...

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