Real Estate Financial Advisor
Resume:
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.
*********.*****@*******.**
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
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