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
Conseil en gestion financière, produits d'investissement, financial planning, retail banking
FSMA et formations suivies de 2000 à 2016 chez ING
Master en Sciences Economiques
Outils informatiques maîtrisés:
Internet, Outlook, MS Word, MS Excel, MS PowerPoint , XL STAT
Langues: Fr 0 0
ING, Leleux Associated, Optima,...
Fiche créé / modifiée le : 2017-09-10 16:58:46Cliquez ici pour récupérer ce CV au format PDF
AREAS OF COMPETENCE
skills to both technical & non-technical people alike
& entrepreneurial skills
Take initiative &
responsibility, establish priorities, teamplayer & able to work autonomous
with internal & external clients
10/2016 - present
Banking & Investment Services Advisor as
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
I develop my portfolio through word of mouth
from satisfied, customers, though business contributors and company
managers wishing for excellence and independence of services.
skills in technical and fundamental analysis.
skills in portfolio management (I’m part of the asset management
committee in 2017)
11/2015 – 07/2016
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:
11/2007 – 10/2015
Analyze individual financial requirements for clients and provide
Monitor customer requirements and at times shift issue to sales
referrals for resolution.
Coordinate with various banking members to achieve all sales
Perform research to resolve all customers inquired as per customer
Maintain confidentiality of customer information at all times.
Ensure compliance to all internal security procedures and
Maintain reports for all office processes on regular basis.
04/2009 – 12/2010
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,
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.
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,
Bachelor in Advertising
Internet, Outlook, MS
Word, MS Excel, MS PowerPoint , XL STAT
Professional working proficiency