Develop long-lasting client relationships by providing exceptional customer service and support.
Enhance communication between departments for more effective problem-solving and collaboration.
Coordinate efforts across teams to ensure seamless delivery of products and services to clients.
Provide extensive support in sales, technical and business areas to key accounts (especially for small and medium companies).
Consultant for Micro, Small and Medium Enterprises
Magando
09.2022 - 12.2023
Conduct client's holistic financial needs assessment to understand the business models, challenges and growth plans of MSME clients
Advise on financing options
Credit assessment and loan application support
Build networks and partnerships
Promote financiancial litteracy
SENIOR FINANCIAL ANALYST
HSBC
06.2021 - 06.2022
Company Overview: Commercial Banking | Montreal
Analyze financial results in detail, prepare reports to identify variances and investigate nature and reason of variance with a significant focus on sales and gross margin analysis; review expenses against budget and forecast
Perform general accounting activities, including preparing month-end journal entries, assist with the monthly financial statements, balance sheet account reconciliations
Investigate any questionable balances and ensure compliance with accounting policies
Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
SENIOR RELATIONSHIP MANAGER
HSBC
09.2018 - 06.2021
Company Overview: RBWM (Retail Banking and Wealth Management) | Montreal
Contribute to the profitability of the branch through the efficient supply and selection of credit, investment and deposit products (mutual funds, fixed income, managed solutions, private investments counsil) as well as the establishment of customized and profitable relationships
Conduct portfolio review when cyclical changes occur; consolidate, simplify and improve return on investment; monitor and manage investments, and convert them into sources of income
Actively participate in all promotional HSBC Premier customer programs, sales objectives and marketing initiatives; support and mentor junior team members and contribute to performance assessments
RBWM (Retail Banking and Wealth Management) | Montreal
Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
Developed new banking relationships with business prospects.
Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
BANKING SERVICE MANAGER
HSBC
06.2017 - 08.2018
Company Overview: RBWM (Retail Banking and Wealth Management) | Montreal
Contribute to a team-based approach to manage client needs, actively participate in all promotional programs, sales objectives and marketing initiatives
Make recommendations regarding credit for customers, including residential financing, which are in accordance with the correct credit principles and Bank policies and procedures
Continuously provide superior and courteous service to promote products and deepen customer relationships
RBWM (Retail Banking and Wealth Management) | Montreal
JUNIOR RELATIONSHIP MANAGER
HSBC
08.2015 - 07.2017
Company Overview: RBWM (Retail Banking and Wealth Management) | Montreal
RBWM (Retail Banking and Wealth Management) | Montreal
CUSTOMER SERVICE REPRESENTATIVE
HSBC
05.2014 - 08.2015
Company Overview: RBWM (Retail Banking and Wealth Management) | Montreal
RBWM (Retail Banking and Wealth Management) | Montreal
ADMINISTRATIVE AND FINANCIAL ASSISTANT
MATEI
01.2011 - 12.2013
JUNIOR FINANCIAL ANALYST
Credit Agricole
01.2010 - 12.2010
Education
Chartered Financial Analyst - Finance
CFA Institute
06-2025
License in Finance - Finance
Canadian Security Institute
07.2015
Master Degree International And Corporate Finance - Finance
ISC- Institut Superieur Du Commerce
06.2010
Classes preparatoires HEC - Economy
ISM - Institut Superieur de Management
07.2006
Skills
Project design and management expertise
Technical expertise in finance and good knowledge of Africa
Adaptability and flexibility
Excellent writting, communication and presentation skills
Innovative thinking
Excellent knowledge of MSME
Languages
English
French
Timeline
Senior Account Manager
Sunu Bicis
12.2023 - Current
Consultant for Micro, Small and Medium Enterprises
Magando
09.2022 - 12.2023
SENIOR FINANCIAL ANALYST
HSBC
06.2021 - 06.2022
SENIOR RELATIONSHIP MANAGER
HSBC
09.2018 - 06.2021
BANKING SERVICE MANAGER
HSBC
06.2017 - 08.2018
JUNIOR RELATIONSHIP MANAGER
HSBC
08.2015 - 07.2017
CUSTOMER SERVICE REPRESENTATIVE
HSBC
05.2014 - 08.2015
ADMINISTRATIVE AND FINANCIAL ASSISTANT
MATEI
01.2011 - 12.2013
JUNIOR FINANCIAL ANALYST
Credit Agricole
01.2010 - 12.2010
Classes preparatoires HEC - Economy
ISM - Institut Superieur de Management
Chartered Financial Analyst - Finance
CFA Institute
License in Finance - Finance
Canadian Security Institute
Master Degree International And Corporate Finance - Finance
Stagiaire en immersion professionnelle at SUNU GROUP - département marketingStagiaire en immersion professionnelle at SUNU GROUP - département marketing