1999
The private banking journey begins
My journey started as a Technical Business Analyst and Developer with the fusion of core banking from AS400 to Temenos T24, setting the stage for a remarkable evolution. This was complemented by the integration of Anti-Money Laundering detection alerts and the optimization of Client Onboarding.
2009
Wealth Management
In the financial sphere, I have excelled in client-centric roles, notably as an Assistant Wealth Manager. I took this role at Lombard Odier in 2005 and was further cemented in 2009 upon receiving my Wealth Manager Diploma from the esteemed Institut de Formation Bancaire et Financière (ISFB) in Geneva.
2015
Avaloq Certified
Having been an Avaloq Certified Professional since 2015, I have gained extensive experience working on Avaloq Projects, contributing from both technical and business angles. This has provided me with a holistic view of the different modules and their integration capabilities with external applications.
My values
Welcome to my professional world, where a set of core values drive my actions and decisions. These principles are the backbone of my dedication to quality and ethics.
- Deep Client Understanding: I prioritize understanding your unique business challenges and objectives to tailor my solutions accordingly.
- Flexible Partnership: I collaborate closely with your team, adapting our services to your evolving needs.
- Data-Driven Solutions: Leveraging analytics and insights, I optimize your Avaloq Core operations for maximum efficiency and ROI.
- Continuous Improvement: I foster a culture of innovation and seek opportunities to enhance my services.
My Skills
In this section, I invite you to explore my professional toolkit. Each skill listed has been carefully cultivated and refined through extensive practice and application.
- Client Relationship Management
- Avaloq Core
- Information Technology
- Business Analyst
- Project Management
- Business and Technical Training
- Entrepreneurship
- Customer Due Diligence (CDD)
Let's talk about your needs !
Let's schedule a 30-minute conversation to better understand your requirements.