Floriana Gueroult
Financial Advisor
Munich
Summary
Results-driven finance and insurance professional with expertise in international business development, sales, and financial advisory. Proven track record in formulating and executing successful global strategies, securing key partnerships, and driving revenue growth. Entrepreneurial leader with strong communication skills, established and grew my advisory business to 200+ clients and significant assets under management. Successfully built and trained a team of three young advisors. Actively pursuing new challenges in the finance and insurance sector to join high-caliber, dynamic teams. Eager to expand my influence, deepen my expertise, take on broader responsibilities, and foster professional growth while contributing to the overall success and innovation of the organization.
Overview
16
16
years of professional experience
10
10
years of post-secondary education
5
5
Languages
Work History
Financial Advisor for Expatriates
Independent
Munich
02.2019 - Current
- Providing financial advisory services to expatriates, offering personalized solutions for their unique financial needs.
- Developing and implementing strategies for wealth management, retirement planning, and risk mitigation.
- Building and maintaining client relationships through effective communication and tailored financial guidance.
International Business Development Manager – Bank & Insurance
ALLIANZ PARTNERS
Munich
01.2017 - 12.2018
- Formulated and executed global accounts prospection and sales strategy for B2B2C business with Financial Institutions.
- Successfully secured 5 new global partners within the fintech, retail banking, insurance, and consumer finance sectors; thus achieving the best sales performance in my team.
- Secured a groundbreaking, out-of-scope regional deal with a leading global energy partner, resulting in multiple successful local partnerships.
Senior Consultant for Allianz Consulting – Sales & Distribution Bancassurance team
ALLIANZ TECHNOLOGY
Munich
01.2015 - 01.2017
- Led sales initiatives, co-design & innovation workshops, and prepared RfP responses for international Bancassurance partnerships.
- Played a key role in a successful 10-year regional deal with a major bank in the CEE region.
- Designed and promoted the Digital Bancassurance business model and strategy.
- Project lead for digital tablet sales solution development for one of our regional Asia-Pacific bank partners.
Auditor in the Group Audit team
ALLIANZ SE
Munich
01.2012 - 01.2015
- Conducted worldwide audits on various internal departments and topics such as Executive Compensation, Claims Management, Global Operational Platforms, Sales Agents Fraud, Financial Reporting Controls.
- Led a full-year global Transversal Audit on Expenses Allocation in Life & Health insurance.
Executive Assistant to Board Member in charge of Central Functions & Group Activities
ALLIANZ France
Paris
01.2010 - 01.2012
- Supported strategic initiatives, including the Africa & Overseas development strategy and AZ France’s Strategic Plan 2012-15.
- Drafted speeches and presentations, managed committees and project governance, interfaced with key stakeholders and direct reports.
Intern assigned to a global risk analysis project for Microfinance Institutions
ELSEWARE Risk Management Consulting and Risk Modeling
Paris
01.2009
Intern in the Financial Controlling Office
SOCIETE GENERALE Corporate and Investment Bank
Hong Kong
01.2008 - 01.2009
Education
CEMS Master in International Management -
LSE - London School of Economics / HEC Paris
09.2009 - 08.2010
Master of Science in Business Management -
HEC Paris Business School
09.2007 - 08.2010
Master in English Studies, American Sociology (with Honors) -
Ecole Normale Supérieure LSH, Lyon
09.2004 - 08.2007
Preparatory school for the Ecole Normale Supérieure entrance exam -
Lycée Henri IV, Paris
09.2002 - 08.2004
French High School Diploma (Baccalauréat): Science And Mathematics Concentration, With Honors -
EABJM (Ecole Active Bilingue Jeannine Manuel), Paris
09.2001 - 12.2002
Skills
Financial Advisory and Wealth Management
Timeline
Financial Advisor for Expatriates
Independent
02.2019 - Current
International Business Development Manager – Bank & Insurance
ALLIANZ PARTNERS
01.2017 - 12.2018
Senior Consultant for Allianz Consulting – Sales & Distribution Bancassurance team
ALLIANZ TECHNOLOGY
01.2015 - 01.2017
Auditor in the Group Audit team
ALLIANZ SE
01.2012 - 01.2015
Executive Assistant to Board Member in charge of Central Functions & Group Activities
ALLIANZ France
01.2010 - 01.2012
CEMS Master in International Management -
LSE - London School of Economics / HEC Paris
09.2009 - 08.2010
Intern assigned to a global risk analysis project for Microfinance Institutions
ELSEWARE Risk Management Consulting and Risk Modeling
01.2009
Intern in the Financial Controlling Office
SOCIETE GENERALE Corporate and Investment Bank
01.2008 - 01.2009
Master of Science in Business Management -
HEC Paris Business School
09.2007 - 08.2010
Master in English Studies, American Sociology (with Honors) -
Ecole Normale Supérieure LSH, Lyon
09.2004 - 08.2007
Preparatory school for the Ecole Normale Supérieure entrance exam -
Lycée Henri IV, Paris
09.2002 - 08.2004
French High School Diploma (Baccalauréat): Science And Mathematics Concentration, With Honors -
EABJM (Ecole Active Bilingue Jeannine Manuel), Paris
09.2001 - 12.2002
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