Freelancer profile translated to English.
Back to original languageAbout Samy
đź’Ľ Finance & Wealth Management Consultant
I assist you with finance, banking, and wealth management matters: financial analysis, investment advice, simple taxation, portfolio optimization, and bank financing.
🎯 What I offer:
• Financial and wealth situation analysis
• Investment solution construction (life insurance, PEA/CTO, SCPI, PER…)
• Savings / retirement / estate planning optimization
• Financing studies (real estate, business, personal)
• Educational outreach for your clients or teams
🧾 Experience & Profile
With a Master's degree in Wealth Management, I have worked in banking (Caisse d’Épargne, Crédit Agricole, Nautibanque) and independent private banking (Patriméo GP). I have supported private individuals, high-net-worth clients, and professionals.
🔥 Why work together?
I combine:
âś” Banking & wealth expertise
âś” Pedagogy & outreach
âś” Regulatory rigor (KYC, MIFID II, DDA)
âś” Solution-oriented vision
đź“Ť Areas of intervention:
• Companies (banks, firms, fintech, independent financial advisors)
• Individuals & professionals
• One-off or recurring missions
French
Native or bilingual
Arabic
Native or bilingual
English
Fluent
Can work on-site
Paris (up to 50km), Nice (up to 50km), Marseille (up to 50km)
Experience
- CAISSE D'ÉPARGNEAccount ManagerSeptember 2024 - Today (1 year and 11 months)Nice, France1) Portfolio Management• Follow up on an assigned client portfolio• Analyze their banking and financial situation• Build loyalty and develop relationships2) Advice & Sales• Identify needs (savings, loans, insurance, day-to-day management)• Conduct simple financial and wealth assessments• Propose suitable products (accounts, cards, loans, insurance, investments…)3) Operations Management• Process routine requests (transfers, authorizations, contract modifications…)• Follow up on loan applications (mortgage, consumer)• Adhere to compliance / KYC / risk procedures4) Business Development• Light prospecting or handling incoming leads• Achieve sales targets (products and services)• Participate in commercial campaigns⸻Key Skills:• Interpersonal skills + listening• Administrative rigor• Knowledge of banking products• Sales / advisory ability• Risk management + compliance⸻Job Objectives:✔ Satisfy and retain clients✔ Grow the portfolio✔ Secure operations✔ Meet commercial objectives
- NAUTIBANQUE - CAISSEPrivate & Professional Client Financing OfficerJanuary 2024 - January 2025 (1 year)Cannes, FranceClients: “High-end” clients → comfortable income, assets, structured projects.Mission:• Audit of the client's financial + tax situation• Advice on investments + retirement + simple taxation• Life insurance, PEA, CTO, mutual funds, PER, SCPI, real estate, simple estate planning• Annual portfolio monitoring (trades, contributions, taxation)Objective:➡ Optimize wealth and retain clients long-term.Key Skills:• Taxation (income, inheritance, simple property tax)• Financial markets and asset allocation• Life insurance / PER / Bonds / Stocks / Funds• Risk analysis and investor profile• Compliance (KYC, MIFID II, DDA)Internal Relations:• Life insurance specialist• Asset management• Private banking• Notaries / accountants (occasional)What's different vs. classic:→ less day-to-day operations, more wealth & investment advisory.⸻🏢 Professional Client Manager (Pro)Clients: Artisans, shopkeepers, liberal professions, small businesses.Mission:• Company financial analysis (balance sheet, income statement, working capital, etc.)• Treasury monitoring, payments, payment methods• Financing (business real estate, equipment, treasury, leasing…)• Insurance (professional liability, disability, property & casualty, key person)• Support for growth (recruitment, investments)Objective:➡ Secure activity + finance development.Key Skills:• Reading financial statements• Credit risk analysis• Structuring financing applications• Monetary and payment solutions• Business law (basic)Internal Relations:• Credit analysts• Financing engineers• Business relationship managers• Insurers / legal advisorsWhat's different vs. individuals:→ much more financial analysis + financing + credit risk.
- CRÉDITAGRICOLEWealth ManagerMarch 2024 - September 2024 (6 months)Saint-Martin-Du-Var, France📌 Main Missions1) Comprehensive Wealth Diagnosis• Analysis of income, family situation, taxation, investment horizon• Evaluation of objectives (retirement, estate planning, tax optimization…)• Determination of investor profile (MIFID II)2) Investment & Allocation Advice• Life insurance (unit-linked, with-profits, SCPI, mutual funds)• PEA / CTO / PER / securities accounts• Investment real estate (SCPI, OPCI, Pinel, LMNP, etc.)• Trades and reallocation according to market conditions3) Protection & Estate Planning Strategies• Retirement planning• Simple inheritances and donations (with notary partners)• Disability insurance (key person, disability, death)4) Administrative & Compliance Support• KYC / AML-CFT / MIFID II / DDA• File monitoring, compliance, reporting, profile updates• Adherence to banking regulatory framework5) Business Development• Management of a growing portfolio• Internal prospecting actions (potential client leads via branches)• Cross-selling with notaries, accountants, lawyers⸻👥 Client TypologyDepending on regional branches:✔ High-end clients (high income, available savings)✔ Liberal professions & executives✔ Affluent retirees✔ Business owners (coordination with the Pro / Business department)⸻🧩 Internal Environment (specific to Crédit Agricole)You work in conjunction with:• Individual client managers → opportunity detection• Specialized advisors (life insurance, real estate)• Business relationship managers (business owner personal/professional)• Tax & wealth engineering specialists (depending on branches)• Notaries / lawyers / accountants (external partners)
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Education
- Master in International Wealth ManagementIAE2025Master Gestion internationale de Patrimoine
- Bachelor's degree in Economics and ManagementUFR des Sciences Juridique Économique2023Licence d'Économie et de Gestion