Professional experiences
Wealth planning
BNP PARIBAS WEALTH MANAGEMENT , Frankfurt
Since 1. february 2024
Gérante privée
MIRARI Wealth Management , Paris
From June 2023 to November 2023
-Réalisation d’audits patrimoniaux et élaboration de stratégies patrimoniales
adaptées
- Développement et suivi des portefeuilles de mes clients
- Montage et suivi de dossiers de financement
Assistant wealth management advisor
Volksbank , Forchheim
From April 2022 to July 2022
- Flexible asset strategy
- Customer appointment
- Support for new customers
Assistant wealth management advisor
Valuniq AG , Forchheim
From January 2022 to April 2022
- Assistance in the elaboration of audit in patrimony and taxation
- Client follow-up (appointment preparation, portfolio update)
- Support Back Office for the administrative
Financail controller marketing costs
STELLANTIS , Paris
From June 2021 to January 2022
- Global & multi-brand scope
- Monthly reporting, distribution of forecast brochures
- 2022 Budget construction
- Data analysis
Degree
Skills
Hobbies
- Je pratique le basket depuis mon enfance. Je fais également partie de l'association BeeResponsible (une association d'apiculture) au sein de Neoma BS sur le campus de Rouen.
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