About Tawfik
English
Fluent
Spanish
Fluent
Italian
Fluent
Portuguese
Fluent
French
Native or bilingual
Experience
- BoursoBankFinancial advisorJune 2022 - Today (4 years)As a financial advisor at BoursoBank, I have supported hundreds of clients in managing and optimizing their personal and professional finances.My role consisted of:• Analyze their overall financial situation• Propose savings, financing or cash management solutions adapted• Ensure tailor-made and educational support• Guarantee a high level of responsiveness, confidentiality and customer satisfactionThis experience has allowed me to develop an excellent listening ability, a very sharp sense of advice, as well as absolute rigor in monitoring and managing each file.🔒 My approach is always centered on trust, clarity and sustainable performance.
- FreelanceFreelanceE-COMMERCEJanuary 2020 - Today (6 years and 5 months)I create professional websites for traders, freelancers and VSEs to make them visible on Google Local.My services include: creation of an optimized 1-page showcase site, redesign of an existing site, local SEO audit, Google Maps integration, contact form and key elements to transform a visitor into a real customer.Fast delivery in 72 business hours.My goal: to make you appear where your customers are looking for you.
- CABINET DE GESTIONDE PATRIMOINE FIGATAX & WEALTH STRATEGIES CONSULTANTJanuary 2021 - January 2022 (1 year)Registration and monitoring of wealth and tax advisory mandates Drafting of client contractual documents (subscriptions, amendments) Development and management of a client portfolio via commercial techniques (R1/R2/closing). Client onboarding: mission letter, KYC collection, CIF regulatory path Subscription and administrative monitoring of life insurance, SCPI, private equity contracts.
Recommendations
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- French law degreeCY CERGY PARIS UNIVERSITE2018
- Master DFIICY PARIS CERGY UNIVERSITEMASTER DROIT DU FINANCEMENT ET INVESTISSEMENT IMMOBILIER.