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 on en Belgique

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...



Expertise :

In the following industries:
Banques, Assurances, FMCG,

Fields of practice:
Banking, Finance, Portfolio Management

Management teams your interventions may concern:
Direction Financiere Direction commerciale Controle de gestion

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

Training courses attended:
FSMA et formations suivies de 2000 à 2016 chez ING

Master en Sciences Economiques


Led training courses:

Computer skills:
Internet, Outlook, MS Word, MS Excel, MS PowerPoint , XL STAT

Languages: Fr 0 0

Some references:
ING, Leleux Associated, Optima,...

Presentation sheet cretaed / updated on: 2017-09-10 16:58:46

pdfClick here to edit the CV in PDF



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


10/2016 - present

Leleux Associated

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.
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


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:


11/2007 – 10/2015

Senior Personal

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
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

Branch Manager

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.


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


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



Native Language


Professional working proficiency



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