STEFAN FEIGELES
Wimbledon,United Kingdom of Great Britain and Northern Ireland
Summary
Dynamic and results-oriented leader with deep expertise in client, business, and partnership management, and a solid track record in financial services, particularly for French-speaking clients. Recognized for strategic thinking, strong communication skills, and a proven ability to drive growth, foster innovation, and solve complex challenges. Committed to delivering impactful strategies and leading transformative initiatives in a senior executive role such as Managing Director.
Overview
12
12
years of professional experience
1
1
Certification
Work history
Managing Director
Altharena Advisory
London, United Kingdom
01.2025 - Current
- Provide strategic consulting services to for clients, resulting in measurable improvements in global relocation services.
- Identify and pursue new market opportunities, expanding the customer base and driving sustainable pipeline growth.
- Build and nurture long-term partner relationships, enhancing collaboration, client retention, and shared revenue streams.
- Negotiate partnership agreements and ensuring alignment on goals, deliverables, and performance metrics.
- Advised customers on tailored products and services, ensuring needs-based recommendations backed by accurate, reliable information.
- Designed, developed, and launched responsive website, managing hosting, domain configuration, and SSL setup via Hostinger.
Key Partnerships Manager
Currencies Direct
London, United Kingdom
02.2023 - 04.2024
- Building portfolio of French-speaking business partners (wealth managers, accountants, solicitors, mortgage brokers).
- Monthly action plan to meet profitability requirements with minimum of revenue stream.
- Target companies that meet eligibility criteria for business solutions (white label and API), make first contact and introduce them to business team.
- Developed targeted advice for decision-makers and build awareness.
- Conducted market research to understand customer base and enhance products.
Private Banker - Associate
Socgen
London, United Kingdom
01.2022 - 06.2022
- Managed long-term customer relationships to increase revenue for the segment of French-speaking UHNWI.
- Supervision of the “Banking & Deposits” activity for the desk.
- Financial analysis for lending solutions and advising clients on financial strategies and tailored solutions to meet unique needs.
- Identified and developed new business opportunities, expanding existing client bases.
Senior Corporate Relationship Manager
BPCE Group
Paris, France
02.2020 - 10.2020
- Develops a portfolio of SME clients spread across 3 physical business units.
- Propose corporate lending, investment, insurance, payment solutions and corporate advisory services to clients.
- Develop strategy and implement action plan to meet and exceed predefined annual KPIs (e.g: the corporate lending objective was achieved in the first quarter).
- Develop a strong network of internal and external partners to generate new customer referrals and recommendations.
- Applied risk management practices for business sustainability.
Corporate Relationship Manager
BPCE Group
Paris, France
12.2018 - 01.2020
- Strengthen a portfolio of SME clients within a business unit.
- Identify and contact key customer and partner accounts to enable rapid revenue growth.
- Improved risk management with comprehensive financial analysis.
- Plan prospecting and loyalty actions to gain brand image in a competitive sector.
- High-end wealth management and business planning advice to strengthen client engagement with the bank.
Wealth Manager
BPCE Group
Paris, France
03.2015 - 11.2018
- Structure and develop client portfolio of mass affluent clients, business owners and HNWIs.
- Supported clients in setting clear financial goals with plans to achieve them and provide high value-added wealth management and business planning services.
- Implement tailored and complex investment strategies for clients.
- Identified risks and set out mitigation strategies, aiding progress towards company objectives.
- Gain notoriety and increase client portfolio profitability (e.g: +30% clients and +70% AUM on discretionary and advisory mandates).
- Recommended strategic solutions to performance and service objectives using client and stakeholder feedback.
- Maintained up-to-date knowledge of legislation and policy changes.
Financial Advisor
BPCE Group
Paris, France
12.2013 - 03.2015
- Financial planning, investment management and other financial services for mass affluent clients.
- Defined solutions to clients needs and made recommendations to improve customer outcomes.
- Best in class financial advisor, results up 120% (N/N-1) following implementation of multi-channel marketing plan (physical and remote).
- Boosted sales through effective upselling and cross-selling techniques.
- Ensured compliance with industry standards, reducing risk of non-compliance penalties.
Education
Certificate in Advanced Financial Planning -
Chartered Institute for Securities & Investment
United Kingdom 03.2025 -
Diploma in Advanced Mortgage Advice -
London Institute of Banking & Finance
United Kingdom 07.2024 - 03.2025
Diploma in Investment Advice - Financial Planning -
Chartered Institute for Securities & Investment
United Kingdom 07.2024 - 07.2024
Certificate in Protection - Insurance Management -
The London Institute of Banking & Finance
United Kingdom 07.2024 - 07.2024
Certificate in Mortgage Advice and Practice -
The London Institute of Banking & Finance
04.2024 - 06.2024
Certificate in Securities - Investment Management -
Chartered Institute for Securities & Investment
United Kingdom 04.2023 - 05.2023
Certificate in Investment Management -
The Chartered Institute for Securities & Investment
03.2023 - 04.2023
Diploma in Investment Advice - Derivatives -
The Chartered Institute For Securities & Investment
07.2022 - 03.2023
Skills
Hard
- Presentation skills
- Client relationship management
- Partnership management
- Negotiation and terms
- Financial analysis
- Market trend analysis
- Data analytics
Soft
- Trustworthiness
- Forward looking
- Creative thinking
- Decision-making strength
- Time management
- Active listening
- Attention to Detail
Languages
French
Native
English
Fluent
Polish
Advanced
Affiliations
- Reading financial literature
- Traveling overseas
- Tennis player
- Golf practicing
Certification
MSc Economics: Banking and Business Management, 09/2009 – 09/2011
ICD Business School – Paris, France
Timeline
Certificate in Advanced Financial Planning -
Chartered Institute for Securities & Investment
03.2025 -
Managing Director
Altharena Advisory
01.2025 - Current
Diploma in Advanced Mortgage Advice -
London Institute of Banking & Finance
07.2024 - 03.2025
Diploma in Investment Advice - Financial Planning -
Chartered Institute for Securities & Investment
07.2024 - 07.2024
Certificate in Protection - Insurance Management -
The London Institute of Banking & Finance
07.2024 - 07.2024
Certificate in Mortgage Advice and Practice -
The London Institute of Banking & Finance
04.2024 - 06.2024
Certificate in Securities - Investment Management -
Chartered Institute for Securities & Investment
04.2023 - 05.2023
Certificate in Investment Management -
The Chartered Institute for Securities & Investment
03.2023 - 04.2023
Key Partnerships Manager
Currencies Direct
02.2023 - 04.2024
Diploma in Investment Advice - Derivatives -
The Chartered Institute For Securities & Investment
07.2022 - 03.2023
Private Banker - Associate
Socgen
01.2022 - 06.2022
Senior Corporate Relationship Manager
BPCE Group
02.2020 - 10.2020
Corporate Relationship Manager
BPCE Group
12.2018 - 01.2020
Wealth Manager
BPCE Group
03.2015 - 11.2018
Financial Advisor
BPCE Group
12.2013 - 03.2015
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