Limburg, Flemish Region, Belgium
Founded a boutique financial services firm specializing in investment advisory, wealth management, and alternative investment solutions for high-net-worth individuals (HNWI) and SMEs. Built the company from the ground up, including business strategy, client acquisition, operations, and technology integration.
Develop and implement investment strategies for high-net-worth clients. Manage portfolios across equities, bonds, alternatives. Collaborate with Relationship Managers and product specialists. Monitor portfolio performance and assess risks.
Managed financial analysis and credit assessments for corporate clients, supporting loan approvals and investment portfolio management. Prepared investment proposals and internal decision materials, analyzed market trends, and developed risk management solutions. Regularly communicated with clients to provide tailored investment strategies and portfolio performance updates, helping ensure steady growth of client assets.
Regioverantwoordelijke Limburg - Vlaams Brabant, invoeginterim Adecco 00-01 verantwoordelijk voor 72 ocmw’s, project invoeginterim, zoeken naar werk via interim voor periode van 2 jaar. Selectie – recrutering, coaching, psychosociale ondersteuning , VTO, begeleiding op werkvloer… trajectbegeleiding van 20 bestaansminimumtrekkers, financiële en administratieve opvolging
Worked in the Institutional Services team, responsible for portfolio data analysis and market research. Prepared financial reports, tracked performance, and assisted senior analysts with investment models and presentations. Participated in risk assessment and investment strategy discussions, ensuring data accuracy aligned with trade execution. Supported the team in delivering reliable investment recommendations to clients.