Luxembourg, Luxembourg, Luxembourg
I have been working in the financial service industry in various positions in Curacao, The Netherlands, and Luxembourg for more than 20 years. My extensive experience is in international management (directorship services), corporate and accounting services for holding, financing, license and royalty companies in private equity, corporates, multinationals, private wealth, real estate and the Luxembourg funds industry. I believe that my personal strengths are that I am a strong people’s manager, able to develop others, and manage clients, while maintaining a calm, productive and dynamic office environment. Furthermore, I always look for consensus, take immense satisfaction in being busy, organized and arranging for maximum productivity. I am adapt at dealing with problems (challenges) and figuring out what is not working and resolving it. Lastly, I believe that I am good at capturing people’s attention and communicating, which helps me build strong relationships that hold teams together and build long lasting business partnerships / relationships with clients. To summarize, I am determined to succeed and delight our clients/business partners whilst working closely together with my colleagues.
Hayfin Capital Management is a leading alternative asset management firm. Since the firm’s founding in 2009, Hayfin has invested over €36 billion of capital across more than 440 portfolio companies. Hayfin focuses on delivering best-in-class risk-adjusted returns for its investors across four strategies: Direct Lending, Special Opportunities, High-Yield Credit and Private Equity Solutions. Hayfin has a diverse international team of over 200 experienced industry professionals with offices globally, including headquarters in London and offices in Dubai, Frankfurt, Luxembourg, Madrid, Milan, Munich, New York, Paris, Stockholm, San Diego, Singapore and Tokyo.
Following a career of more than 20 years, I decided to take a 6-month career break. During this period my wife and I got married and we were able to fulfil our lifelong dream to travel to certain destinations. This was a once in our lifetime opportunity to take some time off and spend our days relaxing and recharging our batteries.
JTC (Luxembourg) S.A. Client Service Director and Conducting Officer: Overall responsibility for the fund services team (central administration agent and register and transfer agent). Together with a team of +/- 20 staff, we manage an extensive portfolio of clients, providing the monitoring of quality and accurate administration. In this role, I am responsible for but not limited to: • Fulfil the function of Client Director on client entities. • Responsible for the success of the business - manage performance against agreed targets and budgets, thus ensuring the teams budgetary and performance targets are achieved and the KPIs are maintained as defined for financial, management and risk. • Ensure good corporate governance in accordance with regulatory requirements while aligning to JTCL overall aims, business plan and long-term strategy. • Responsibility for client relationships, starting from the outset of the relationship, including pricing of offers, defining service standards and value propositions, to maintaining relationships with clients, their advisers, intermediaries on a longer-term basis, maintaining a high level of client care. • Developing relationships with other introducers of work, participating at internal business development meetings; demonstrate an ability to identify new business opportunities and where possible introduce prospective new business. • Adhere to risk & associate compliance procedures in relation to regulatory requirements and AML legislation. • Develop, coach and mentor (senior) team members, providing guidance on the management of employees according to JTCL standards and policy, ensuring employee’s and teams adherence to their contractual obligations. • Taking on the role of Director/Manager on the boards of client (fund) companies in accordance with procedure and policy.
Intertrust (Luxembourg) Sarl: Head of Real Estate, Director/Manager on Board of client companies, member of Luxembourg management team: Leading the Real estate Business unit of +/- 75 staff within the Local Strategy. Main aim to protect P&L, grow revenue, monitor Compliance & Risk Management and be responsible for client management. • Overall responsible for the legal, corporate, administrative, tax and compliance affairs relating to client companies, and maintaining positive and long-term trust-based relations with business partners, shareholders, and authorities. • Developing and implementing business plans to ensure smooth running of the teams, improve cost-efficiency, onboard new clients, hiring of new staff members and training and mentoring at all levels. • Together with the Managers and the (global) sales team members ensuring execution of the Commercial Business Plan and Annual BU Budgets. • Assessing, managing, and resolving problematic developments and situations. • Responsible for the Budget within the Local and Global Group Strategy (protect and grow revenue, P&L management, Compliance & Risk management and client management across the business). • Developing and executing business strategies to achieve short and long-term goals, cost-efficiencies, new policies and procedures, resolving problematic developments etc. • Ensure a positive work environment. • Provide trainings to all staff (such as time writing). • Monitoring large Luxembourg office projects such as our transformation journey to centralize, automate & digitalize (risk engine, TPTM, virtual board room, client portal, electronic signatures.) • Taking on the role of Director/Manager on the boards of client companies in accordance with procedure and policy. Approximately 120 personal mandates and 5 ITL corporate mandates which accounts for approximately 95 entities for holding, financing companies in private equity, corporates, multinationals, private wealth and real estate industries.
TMF Luxembourg S.A.: Senior Relationship Management Director (SRMD): As a SRMD I was servicing private clients, private equity firms and multinationals. In this role, I am responsible for managing the client relationship and developing the business with existing clients. I serve as the client advocate within TMF at strategic level and ultimately responsible for client satisfaction while ensuring portfolio growth, profitability targets and promoting TMF value proposition. In this role, I was responsible for but not limited to: • Managing relationships, developing relationships and sourcing new relationships in respect of (1) existing clients, (2) existing/new intermediates (such as (tax/legal) advisors, bankers, notary’s, independent directors etc.), (3) TMF Local/Global sales team and (4) TMF global network (other offices) for a dedicated Luxembourg unit. • Serving as the single point of contact for clients. • Being engaged in business focused dialogue and helping our partners solve some of their key challenges. • Identifying upselling and cross-selling opportunities (including payroll services). • Proactively identify client accounts whose revenue may be shrinking so as to address any ‘at risk’ customers and reach out to these accounts to ensure they are retained as customers. • Helping coordinate a consistent approach in all we do for our clients. • Acting as holder of a general proxy to represent the TMF service companies and to fulfil the role of personal Director for clients. • Gaining solid knowledge of the industry and competitors. • Increasing TMF brand awareness and building customer loyalty.
TMF Luxembourg S.A.: Director Client Services for a unit of 60 professionals, consisting of two client administration teams and one legal team; servicing private clients, private equity firms and multinationals. I was accountable for the overall performance including client profitability and client relationship management of the business unit. This also includes a pro-active approach in training and development of all unit members as well as being the liaison for HR matters. I was also actively involved in sales and business development activities. This role involves constantly developing close working relationships and regularly meetings with clients, knowing their business and adding value. I reported to the Head of Client Services and supported local management in the day-to-day management of the Luxembourg office. I was responsible for but not limited to: • Delivering the revenue and EBITDA targets, productivity and quality goals, and KPI goals of the unit. • Holder of general proxy to represent the service companies and, at request of TMF Lux Management, to fulfil the role of personal Director for clients. • Responsible for high quality of product and service delivering, ensuring regular reviews of service delivery, and changing processes as needed to consistently improve delivery. • Proactively conducting strategic account reviews with all assigned customers on a regular basis to review service needs and usage trends. To identify products and pricing that meet customer needs and perform an advising role to management team. • To act as first point of contact for Commercial Department and drive commercial performance on the existing portfolio. • To actively contribute to the training and development of staff of TMF Group.
As of December 2008 I started working in Luxembourg for Equity Trust (Luxembourg S.A.) in the role of senior client administrator. From 2010 till 2012 I was promoted to deputy team leader, from 2013 until 2015 I was operating as the team leader of a client administration department. In 2011 Equity Trust merged with TMF group. My specific experience is in international management, corporate and accounting services with holding, financing companies, license and royalty companies. My (deputy) team responsibilities were: • Leading a team of approximately 20 (admin/legal) team members; directing the staff, coaching team members, pivoting between senior management and the team, and vice versa. • Acting as a client manager or director . • Attending to the day-to-day management and the correspondence. • Ensure that the team is fully compliant with all internal policies and procedures (ISAE 3402). • Establishing employee goals and conducting performance appraisals for the team and scheduling and conducting team meetings. • Organizing the board and shareholders' meetings. • Supervising incoming and outgoing payments. • The coordination of all contacts with client-related parties and advisors (tax consultants, legal advisors, civil-law notary, etc.). • Contributing actively to sales activities and involved in finding new business opportunities. My administrative services responsibilities were: • Day-to-day automated administrative services related to the bookkeeping and the national and international payment transactions. • Maintenance of accounting records and preparation of financial reports in keeping with national and EU legislation. • Consolidation, overseeing audits, filing reports with the Chamber of Commerce. • Drawing up and submitting tax returns in consultation with professional tax consultancies. • Overseeing making agreements on APA’s and ATR’s with the tax authorities. • Monitoring payroll administration services.