Management Project

Nathalie Contal.com

Freelance Enterprise Consultant

Services offered: Project management, Business Solutions, ERP, RSE, Banking Management support

**************@*****.*** Tel: +417******** Geneva G Permit - Linkedin.com

SKILLS

Functional

Proposition and conceptualization of solutions to optimize business

processes in line with IT systems

Project management, support to the management, procedure

conceptualization and implementation, communications, change

management

Support and training of employees

Relational

Strong listening, analytical and problem-solving skills

Industry

Banking knowledge and skill set:

o Private Banking, Front Office, Operations, IT, Compliance, Legal,

Central Filing, Trading Desk, Internal Audit

o Financial products

o Regulatory aspects, internal procedures, risks and controls

o Finance Management Information IT Systems (Globus-Olympic)

o Client Information Database (CRM) and account-opening

documents (GED)

ERP

o Navision Microsoft, Cegid Business suite

o Analysis, specifications, implementation support

A PPLICATION

Consulting & SSII Enterprise

Banks ONG

IT SYSTEMS

Bank: GLOBUS, OLYMPIC, Project analysis: Merise,

CRM, GED UML

ERP: Navision Business Database: SQL

Suite, Cegid

LANGUAGES

French - mother tongue Spanish - speak and read

English - fluent Portuguese - speak and read

EDUCATION

E.R.P. and Information Systems. Greta Lyon 2012

D.E.S.U. Coach Certification. University Paris 8 - 2006

D.E.S.S. International Economics Strategies in Business & Industry. Aix en

Provence 1996

Master International Economics. University Paris Dauphine 1994

B.A. Degree in economy and finance. Keele University. U.K. 1992

Nathalie Contal.com

Freelance Enterprise Consultant

Services offered: Project management, Business Solutions, ERP, RSE,

Banking Management support

**************@*****.*** Tel: +417******** Geneva G Permit –

Linkedin.com

WORK EXPERIENCE

EFG BANK SA, GENEVA

Project Leader: Private Banking Department-Front Office 2006-2011

Direct collaboration with the Head of Private Banking

Project management to identify and implement solutions in order to

optimize work processes throughout the departments of the bank (private

bankers, trading floor, front office, IT, central filing, legal and accounting)

Proposed solutions to problems highlighted by the Head of Private Banking

Conceptualize then implement and communicate new internal procedures

throughout the bank

Conceptualize and propose optimized solutions to the Management

Committee for agreement

Writing of the Business Continuity Plan for the private banking department

Rationalization and integration of operational banking procedures and

activities in various departments

Business control line officer supervising the activities generated by private

bankers and client service officers (account opening documents, procedure

compliance, trading transactions, performances and revenues) and

answering and following the demands of the internal auditors

Training and assistance to the new private bankers and client service officers

with compliance, the bank databases (Globus, GED, Contact Manager) in

Geneva and for the foreign entities of the group (Bahamas, Luxembourg,

Liechtenstein, Monaco, Gibraltar)

CRM database: primary participation in the creation and design of the

templates

Realization of user manuals for the different management IT systems

information (Globus) used by employees of the bank

Conceptualization and integrating a tool on the internet enabling training of

new employees, offering the possibility to apply on line for available

courses with different departments of the bank and facilitating the

integration of newcomers and continuing education

Project management of a reference manual concerning accounting opening

documents, facilitating access to information of the private bankers and

assistants and also improving operational flow between different services

(client, legal, front office)

Client Services Officer International Markets Private Banking – 2002-2006

Client portfolio management (securities, FX, credit, account opening

documents, compliance, etc)

Relations with clients and intermediaries

Design and implementation of a publicity campaign for the bank published

in Private Air magazine

Participation in internal audit projects

JP MORGAN, GENEVA - Client Services Specialist – Brazil Market – Private

Banking 1999-2001

Administrative management of portfolios for clients (securities, FX, credit,

account opening documents, compliance, administration etc)

JP MORGAN, LONDON - Middle Office position 1998-1999

Passing the trading orders, account-opening

Realization and putting in place risk and control procedures, Training new

employees

CITIBANK, PARIS - Front Office – Sales/Marketing Assistant – Trading

Floor 1997-1998

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