E D U C A T I O N

PSB - Paris School of Business

Master in wealth Management

& Financial Advisory

****-****

AMF Certification

Paris

2015

CHARLOTTE RICHE

W E A L T H M A N A G E R

As an experienced financial advisor with over 8 years of expertise in developing and managing customer portfolios, my area of specialization is wealth management. I have a particular focus on working with high-net-worth expats, assisting them in effectively managing and growing their wealth.

C O N T A C T P R O F I L E

E X P E R I E N C E

WEALTH MANAGER

Banque Transatlantique - Paris - France 2018 - 2022 Developing a portfolio of high-net-worth expatriate clients across multiple geographies, (75 M$ in financial assets under management) Assessing clients' investment objectives and risk tolerance, providing strategic advice and tailored solutions across a wide range of asset classes Conducted comprehensive analysis of international tax conventions and foreign legal frameworks to provide in-depth patrimonial and legal advice for clients. PRIVATE BANKER

BNP PARIBAS - Paris - France 2016 - 2018

Strategically expanded business by growing wallet share from current clients and acquiring new client relationships. (Managed a portfolio of 250 clients.) Planning investment solutions and optimizing the return and the diversification of the assets

Leveraged deep expertise in real estate, asset management, private equity, and portfolio management to deliver comprehensive investment solutions and maximize client returns.

REAL ESTATE ADVISOR

Paris Buro - Paris - France 2014 - 2016

Proactively expanded business by cultivating existing relationships and identifying and pursuing new opportunities through effective marketing strategies. Fostered long-term, collaborative relationships with clients by deeply understanding their unique needs and partnering with them to develop tailored investment solutions.

+52-55-266*-****

adv0qe@r.postjobfree.com

Ensenada 20 - Condesa

Ciudad de Mexico - Mexico

S K I L L S

PROFESSIONAL

Interpersonal skills

Customer oriented

Problem-solving

Compliance

Analytical skills

Detail oriented

LANGUAGES

French

English

Spanish

International Investment Law

Louvain X

2022

Contact this candidate