***A non-exhaustive list of services that I can provide for your household or company.
- Personal Assistant & Lifestyle Management - Private & Corporate clientsPersonal assistantLUXURY GOODSMarch 2022 - Today (2 years and 9 months)Monaco, MC, MonacoTailor-made administrative, financial, concierge, lifestyle and property management services
- Private family | Italy, Monaco, SwitzerlandPersonal/ Executive assistant - Property managerBANKING & INSURANCEJune 2020 - February 2022 (1 year and 9 months)Bordighera, ItaliePrincipal's right-hand, providing administrative and strategic support in managing all aspects of family's private and business lifeManagement of the real estate Portfolio which includes residences and renting properties (renovation projects, maintenance, selection of external technicalcontractors, monitoring work progress, reporting data, overseeing rental contracts, payments, contacts with real estate agencies and tenants, etc.)Management of the sailing boat business (planning, bookings, contact with travel agencies, clients, etc.)Overseeing personal and business accounts, track budgets and managed expenses across a variety of projectsLooking after the children’s education and health (universities, student accommodation, health appointment's)Acting as a main interface between the head of family, staff and external stakeholdersCoordinating, supervising household staff
- CIC Private Banking, Wealth ManagementAssistant, Associate DirectorBANKING & INSURANCEAugust 2018 - January 2020 (1 year and 6 months)Neuchâtel, Suisse- Portfolio management up to 1 Bn -Collaborated closely with senior advisors managing assets of sophisticated U/HNWI clients with domicile in the Middle East, Asia, SwitzerlandTook ownership of the account administration, onboarding process , documentation formalities of high priority and complex client relationships openingsBack-up of senior advisors during absences, travelsTraded in all main asset classesAssisted in the creation of sales and marketing strategiesLed, followed up on necessary actions on the prioritization and remediation of Key Risk Indicators in the teamPrepared credit submissions (Lombard lending, credit limit, credit card guarantees)Ensured risk, legal, compliance, suitability KYC/AML guidelines are followed at all timesBuilt strong working relationship with clients, external assets managers, family offices, brokerage and treasury team members as well partners across the organizationOrganized preparation of presentations, business trips, events for clients and business partners
- Step International Trust managementCLTI London2010
- Techniques et instruments financiersCS Genève2001
- License 2 - Langues étrangères appliquéesUniversité Sophia Antipolis Nice2007
- Diplôme de stylisme modélismeEsmod & MJM Nice1989