Freelancer profile translated to English.
Back to original languageAbout Nabil
Passionate about supporting business leaders, I spent about ten years as a corporate banker before specializing in wealth management at Dauphine.
I bring business leaders my 360-degree view of their finances, both for their company and personally.
I am the coach who sees the business leader from all angles. I share the behind-the-scenes experience of banking and demystify the banker's language.
I support the entrepreneurs of tomorrow, but also those who are experienced and tired of advisor turnover. I work hand-in-hand with all financial institutions and find the best solutions within reasonable deadlines. With me, leaders can focus primarily on their business.
Here are the missions I undertake:
Wealth Management
Wealth management
Wealth Audit
Wealth Assessment
Real estate wealth manager
Investment / Savings
Financial investments
Life Insurance
Retirement Savings Plan (PER)
Asset Allocation
Gift
Tax Optimization
Executive compensation
Tax Optimization
Holding company tax optimization
Tax Reduction
Girardin Industrial Tax Reduction
SCI Holding Structure
Holding & Management fees
Financial Engineering
Real Estate Leaseback
Business Sale
Business Transfer
Treasury Investment
Financial investments
Life Insurance - Protection
Retirement savings plan
Real estate/equipment leasing
Business treasury investment
Operating credit
Real estate; LMNP, SCPI, Rental investment
Logistics real estate, offices.
Need a financial investment expert?
Looking for a tax optimization consultant?
Need to consult a wealth manager?
Do not hesitate to contact me!
French
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- HEV'UPPresidentBANKING AND INSURANCEAugust 2023 - Today (2 years and 10 months)Bd Périphérique, Paris, France360-degree financial support for business leaders: business needs, personal assets, and specific training.
- Caisse d'Epargne Ile-de-FrancePrivate Banker for ExecutivesBANKING AND INSURANCEApril 2022 - August 2023 (1 year and 4 months)Paris, FranceInvestment bankingPrivate bankingFinancial investmentsWealth AuditsTax ReductionsReal Estate CreditFinancing SearchCash-OutBusiness Sales
- Caisse d'Epargne Ile-de-FranceDeputy Director Business Affairs CenterJuly 2019 - April 2022 (2 years and 9 months)Cergy, France
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Education
- Master of ManagementSKEMA Business School2011Master en management, Finance, général
Certifications
- Higher Education Diploma in Consulting and Wealth ManagementUNIVERSITE PARIS DAUPHINE2022