About Ali
French
Native or bilingual
English
Fluent
Arabic
Native or bilingual
Experience
- Free FreelancingWealth Management ConsultantApril 2024 - May 2026 (2 years and 1 month)- Wealth Management Consultant: analysis of clients' financial and asset situation- Development of adapted investment strategies (real estate, financial products, insurance)- Tax optimization in compliance with current regulations- Monitoring and adjustment of portfolios according to objectives and risk profile- Client support in asset valuation, protection, and transfer- Contribution to decision-making through relevant financial recommendations
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Education
- Higher Diploma in Accounting and ManagementDSCG
- Higher Diploma in Accounting and ManagementCNAM(INTEC) DSCG2027Diplôme Supérieur de Comptabilité et de Gestion