Corporate and Wealth Management Banking Client Relations Specialist
This know-how belongs to our “Customer service & administration” expertise (customer relations, multilingual support, data entry and back-office). It is carried out by a salaried Good-ID employee, supervised by our project managers. The service benefits from 10 years of professional experience and is delivered in French (C2) and English (B2). Performed remotely under a service contract with Good-ID Sàrl, the employee's employer and the party responsible for the work delivered.
Role and background
My experience in corporate and retail banking in Madagascar, including the management of key accounts and wealth management, has enabled me to develop solid expertise in analyzing client needs and designing customized banking and financial solutions. I am experienced in coordinating internal teams to ensure rigorous case management, guaranteeing customer satisfaction and revenue growth. My proficiency with banking systems and CRM tools, combined with my ability to work with international counterparts, allows me to hit the ground running.
Professional Experience
Corporate Client Relationship Manager
November 2025–May 2026 • BMOI • Madagascar
Proactively managed and developed a portfolio of corporate clients, analyzing their needs to propose tailored banking and financial solutions. Supported executives and decision-makers in their projects, from identifying opportunities to securing financing. Coordinated effectively with internal teams to ensure rigorous follow-up on cases and guarantee customer satisfaction. Contributed to revenue growth through a personalized advisory approach and the establishment of lasting relationships.
Wealth Management Client Advisor
April 2024–October 2025 • BRED Madagasikara • Madagascar
Managed a portfolio of high-net-worth clients, analyzing their needs to support them in their financial projects and develop personalized business proposals. Ensured rigorous tracking of appointments, sales activities, and opportunities via Amplitude Portal, thereby optimizing client relationships. Coordinated effectively with internal teams to guarantee impeccable service quality and achieve set sales targets.
Key Account Manager (Temporary)
November 2022–October 2023 • Société Générale Madagasikara • Madagascar
Independently managed a portfolio of key account clients, proactively following up on their requests and coordinating effectively with internal teams to ensure a prompt and relevant response. I identified the specific needs of these companies and supported them in capitalizing on business opportunities, thereby contributing to customer loyalty and the development of the relationship. My role also included rigorously monitoring service quality and measuring customer satisfaction, which allowed us to adjust our offerings and optimize the overall experience.
Key Account Sales Assistant
October 2019–November 2022 • Société Générale Madagasikara • Madagascar
Provided essential support in managing a portfolio of large corporations, ensuring the smooth flow of business processes. Effectively coordinated across sales, risk, operations, and legal teams, optimizing responsiveness and compliance with regulations. Managed administrative and documentation tasks, ensuring the integrity and traceability of client information. Actively contributed to the smooth running of operations, fostering client satisfaction and the achievement of objectives.
Junior Business Consultant
2018–2019 • FTHM Consulting • Madagascar
Actively contributed to business development by identifying new opportunities and developing targeted prospecting strategies. Developed and strengthened key partnerships, thereby expanding the company’s network. Drafted compelling sales proposals and structured responses to requests for proposals, helping to secure new contracts.
Accountant
2018–2018 • EXCIS LIMITED • Dubai
Prepared and monitored monthly financial reports, ensuring data reliability for strategic decision-making. Actively participated in the preparation of projected budgets and their comparative analysis. Handled financial communications with international partners, facilitating the coordination of cross-border accounting operations. Helped optimize closing processes, reducing the time required to produce financial statements.
SME Account Manager
2016–2017 • BNI Madagascar • Madagascar
Managed a portfolio of 50 SMEs, overseeing and developing their banking relationships. Handled day-to-day transactions (wire transfers, letters of credit, guarantees) with precision and efficiency. Advised clients on products and services tailored to their specific needs, contributing to their satisfaction and loyalty. Analyzed the risks and opportunities associated with each case, ensuring compliance with internal procedures.
Consultant / Business Planner
2014–2016 • Mana & Adviser Consulting Firm • Madagascar
Assisted clients in structuring their business projects, from the initial idea to implementation. Developed strategic and financial business plans, including in-depth market analyses and profitability projections. Provided personalized advice on business models and growth strategies, enabling entrepreneurs to maximize their chances of success. Contributed to informed decision-making by executives by providing robust decision-support tools.
Skills
Hard Skills: Client Portfolio Management, Financial Analysis, Business Development, CRM & Core Banking Systems, Project Management
Soft Skills: Strategic Client Relations, Cross-Functional Coordination, Analytical Mindset, Negotiation & Consulting, International Adaptability
Strengths: Experience working with international counterparts (Dubai)
Degrees and Education
Master II in International Management
2013 • INSCAE
Antananarivo
At a glance
- Field of expertise
- Customer service & administration
- Experience
- 10 years of experience
- Working languages
- Tools and software in use
- Markets covered
Outsource work in this field
Describe what you need: we build the team, we supervise it, and we answer for the work delivered. Good-ID remains the employer and your single point of contract.
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Anonymised record: no name, no contact details and no data allowing the person to be identified are published. Published for commercial purposes under the responsibility of Good-ID Sàrl, Geneva.