Dynamic and results-oriented financial consultant with 23+ years, including 16+ in Asia, of proven success and a passion for helping B2B and private clients achieve their financial goals. CFA charter holder, proficient in financial analysis, risk management, and corporate finance. Recognized for exceeding client expectations, generating referrals, and delivering tailored and effective solutions to clients across various industries.
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SEBASTIEN 47 ans Vailly |
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| conseiller financier |
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Expériences professionnelles |
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Groupe EQUANCE
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Sep 2007 - Aujourd'hui |
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? Performed research and analysis to discover and assess promising investment options and track the progress of existing portfolios. ? Designed and executed tailored investment plans that matched clients' goals, risk preferences, and time frames. ? Worked with other experts, such as tax consultants, asset managers, estate planners and lawyers, to create integrated financial plans and strategies for clients. ? Established and nurtured long-lasting relationships with clients through excellent communication and service. ? Kept abreast of market movements, economic developments, and regulatory changes that may impact clients' financial position and aspirations. Achievements: ? Secured 250 new clients. |
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Dai Viet Finance
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Sep 2010 - Sep 2013 |
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asset-based valuation and discounted cash flows method potential lenders, submitting request for financing, negotiating financing terms and conditions and processing due diligence. ? Supported an investment mission for a foreign group to engage with infrastructure projects in Vietnam by identifying opportunities of business and introducing with local authorities |
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Société Marseillaise de Crédit (HSBC Group)
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Août 2004 - Août 2007 |
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? Oversaw daily branch operations, ensuring that sales targets were met and excellent customer service was provided clients onboarding, offers and sales of financial services and products (KYC, AML). ? Managed and developed a portfolio of business clients by providing financial services, counselling, supporting to clients. Conducting analysis of clients' financial statements and risk analysis to assess credit worthiness and make recommendations. Monitoring and evaluating client's financial performance and provide ongoing support as needed. Achievements: ? Increased the branch turnover by 30% in three years. ? Top rated seller for international trade banking solutions in 2005 |
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CIC Lyonnaise de Banque
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Fév 2001 - Juil 2004 |
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? Achieved annual sales and business development objectives, ensuring the growth and profitability of the portfolio. ? Built and maintained strong, sustainable relationships with customers, providing excellent quality of service. ? Prepared and submitted credit files in accordance with policy and risk management, conducting risk assessments and financial analysis, negotiating financial conditions and guarantees. Achievements: ? Increased clients portfolio by 20% |
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Certification |
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2023 : ESG Investing certificate |
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2018 : Chartered Financial Analyst |
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Formation |
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Langues |
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Anglais : Langue maternelle Francais : Langue maternelle Espagnole : Intermédiaire Vietnamien : Connaissances de base |
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