manager customer success at ume@ ume - #1 fund distribution due diligence platform
Luxembourg
Guillaume R.
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Tell me more about Guillaume R.?
FlashIntel GPTGuillaume R. is a hands-on finance leader with over eleven years of experience in driving exceptional client service through sales and client account management support. He has a strong background in wealth/asset management, life insurance, and Fintech environments. Guillaume is highly skilled in cultivating excellent relationships and communication with international mass affluent and HNWI client portfolios. He is highly proficient in financial, market, and competitive research and analysis, and has a solid ability to develop comprehensive, accurate, and reliable reporting to support critical investment decision making.
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About
Hands-on finance leader with more than eleven years’ experience driving the delivery of exceptional client service through sales and client account management support within a variety of wealth / asset management, life insurance and Fintech environments. Leverages trilingual fluency and proven cross-cultural competency in cultivating excellent relationships and communication with diverse international mass affluent and HNWI client portfolios. Highly skilled in all aspects of financial, market, and competitive research and analysis with a solid ability to develop comprehensive, accurate, and reliable reporting to support critical investment decision making.
...See MoreWork Experience
manager customer success at ume
Manager Customer Success
Financial Services
Guillaume R.'s Professional Milestones
- Client Relationship Associate (2010-01-01~2013-01-01): Building strong relationships with clients through effective communication and problem-solving skills.
- Senior Sales Account Manager: Growing sales revenue by implementing targeted marketing strategies and expanding client base.
Education
Finance,
General
2021-2022Skill
Gestion D'actifs
Finance
Gestion De Portefeuille
Financial Analysis
Asset Management
Asset Managment
Distribution D'actifs
Bloomberg
Fonds Mutuel
English
Bloomberg Terminal
Telekurs
Spanish
Banque
Private Banking
Asset Allocation
Capitaux Propres
Financial Markets
Investissements
Italian
Obligations
International Tax
Back Office
Middle Office
Global Custody
Fund Administration
Market Share Analysis
Capital Markets
Eurobonds
Pricing
Nav
Key Performance Indicators
Health Insurance
Management
Banque D'investissement
Analyses
Kyc
Portfolio Management
Portfolio Performance Analysis
E.u. Markets In Financial Instruments Directive
Emir
U.s. Foreign Account Tax Compliance Act
Certification
Colleagues
Laurent Denayer
ceo at ume - innovative digital solution on due diligence of fund distributors know your distributors - kyd
Rolf Bachner
chief operating officer at ume
Rolf Bachner
Chief Operating Officer
Dina Bajramovic
customer success manager at ume
Laura E. Moreno
customer success manager at ume
Other Named Guillaume R.
Frequently asked questions
We found 5 Guillaume R.'s email addresses
We found 1 Guillaume R.'s phone numbers
Guillaume R.'s social media include: Linkedin,
Guillaume R. works for ume - #1 fund distribution due diligence platform
Guillaume R.'s role in ume - #1 fund distribution due diligence platform is manager customer success at ume
Guillaume R. works in the industry of Financial Services
Guillaume R.'s colleagues are Laurent Denayer,Rolf Bachner,Rolf Bachner
Guillaume R.'s latest job experience is manager customer success at ume at ume - #1 fund distribution due diligence platform
Guillaume R.'s latest education in CAIA Association
