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
2019.02 - 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
2017.01 - 2018.12
- 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
2015.01 - 2017.01
- 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
2012.01 - 2015.01
- 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
2010.01 - 2012.01
- 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
2009.01
Intern in the Financial Controlling Office
SOCIETE GENERALE Corporate and Investment Bank
Hong Kong
2008.01 - 2009.01
Education
CEMS Master in International Management -
LSE - London School of Economics / HEC Paris
2009.09 - 2010.08
Master of Science in Business Management -
HEC Paris Business School
2007.09 - 2010.08
Master in English Studies, American Sociology (with Honors) -
Ecole Normale Supérieure LSH, Lyon
2004.09 - 2007.08
Preparatory school for the Ecole Normale Supérieure entrance exam -
Lycée Henri IV, Paris
2002.09 - 2004.08
French High School Diploma (Baccalauréat): Science And Mathematics Concentration, With Honors -
EABJM (Ecole Active Bilingue Jeannine Manuel), Paris
2001.09 - 2002.12
Skills
Financial Advisory and Wealth Management
Business Development and Partnerships
Sales Strategy Development and Implementation
Global Accounts Prospection
International Bancassurance
Project Management and Agile Methodology
Risk Analysis and Internal Auditing
Leadership and Team Development
Entrepreneurial Mindset
Timeline
Financial Advisor for Expatriates
Independent
2019.02 - Current
International Business Development Manager – Bank & Insurance
ALLIANZ PARTNERS
2017.01 - 2018.12
Senior Consultant for Allianz Consulting – Sales & Distribution Bancassurance team
ALLIANZ TECHNOLOGY
2015.01 - 2017.01
Auditor in the Group Audit team
ALLIANZ SE
2012.01 - 2015.01
Executive Assistant to Board Member in charge of Central Functions & Group Activities
ALLIANZ France
2010.01 - 2012.01
CEMS Master in International Management -
LSE - London School of Economics / HEC Paris
2009.09 - 2010.08
Intern assigned to a global risk analysis project for Microfinance Institutions
ELSEWARE Risk Management Consulting and Risk Modeling
2009.01
Intern in the Financial Controlling Office
SOCIETE GENERALE Corporate and Investment Bank
2008.01 - 2009.01
Master of Science in Business Management -
HEC Paris Business School
2007.09 - 2010.08
Master in English Studies, American Sociology (with Honors) -
Ecole Normale Supérieure LSH, Lyon
2004.09 - 2007.08
Preparatory school for the Ecole Normale Supérieure entrance exam -
Lycée Henri IV, Paris
2002.09 - 2004.08
French High School Diploma (Baccalauréat): Science And Mathematics Concentration, With Honors -
EABJM (Ecole Active Bilingue Jeannine Manuel), Paris
2001.09 - 2002.12