Freelancer profile translated to English.
Back to original languageAbout Rami
Former international private banker, I founded my own wealth management consulting firm, dedicated to supporting foreign and expatriate clients. With several years of experience in finance and high-end customer relations, I now bring strategic and human expertise to my clients, whether they are individuals or entrepreneurs.
In parallel, I work as a trainer and speaker for business schools and companies. I lead various training modules covering key topics such as commercial and salary negotiation, public speaking, customer relations, and leadership development.
My teaching method is based on a concrete, interactive, and results-oriented approach, inspired by my background in international private banking and my entrepreneurial experience.
English
Native or bilingual
Spanish
Basic
Arabic
Basic
French
Native or bilingual
Can work on-site
Paris (up to 50km)
Experience
- Debbouz Hassani Conseil et Patrimoine - SASUWealth Management AdvisorCONSULTING AND AUDITSJanuary 2025 - Today (1 year and 7 months)Paris, France• Financial, wealth, and tax investment advice• Drafting of audits, wealth reports, and investment strategies• Marketing of financial products
- Evogue - ALTRH Conseil - IFOCOPSpeakerJanuary 2023 - January 2024 (1 year)• Training of bank advisors (online): introduction to banking, compliance awareness, and simulations• Training of accounting assistants: bank reconciliation, accounting standards, and application• Training of sales representatives (online): role-playing; phone and commercial negotiation exercises
- École Supérieure de la BanqueTrainerJanuary 2022 - January 2024 (2 years)• Training of BTS Banking students: advice and expertise in banking and financial solutions• Training of students in Professional Bachelor's Degree in Banking Back and Middle Office: operations concerning individuals• Training of students in Master's in Compliance and Risk Management/Agency Wealth Advisor: implementation of advice
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Education
- Specialization in Wealth ManagementL'École Supérieure de la Banque Lille (CFPB)2021Spécialité Gestion de Patrimoine
- Master 2IAE Lille, University School of Management2021Master 2