Mohamed El Benna
Chargé de clientèle at TSI - Tuniso-Seoudienne d’Investissement- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Nabeul Governorate, Tunisia, TN
Languages
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Arabe Native or bilingual proficiency
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Français Native or bilingual proficiency
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Anglais Full professional proficiency
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Experience
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Chargé de clientèle
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Nov 2020 - Present
Accompagnement des particuliers et des chefs d'entreprise dans la gestion de leur patrimoine et leurs objectifs :- Gestion clientèle haut de gamme- Ingénierie patrimoniale et proposition clientèle- Proposition de placements financier Sicav/Opcvm/FCP/…- Préparation et compte rendus de rendez-vous clientèle-Constitution de patrimoine.-Transmission de patrimoine.-Optimisation fiscale (IR et IS).- Bourse
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Stage d’analyste
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Aug 2020 - Sep 2020
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Stagiaire
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May 2019 - Aug 2019
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Stage étudiant
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Nov 2017 - Dec 2017
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Stage étudiant
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Aug 2017 - Aug 2017
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Stage étudiant
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Aug 2016 - Aug 2016
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Education
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Leaders university
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leaders university
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Université Tunis Carthage
Community
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