À propos de Souhail
Français
Bilingue ou natif
Anglais
Bilingue ou natif
Arabe
Capacité professionnelle limitée
Expériences
- Citywire Financial PublishersRelationship ManagerBANQUE & ASSURANCESjuillet 2021 - octobre 2023 (2 ans et 4 mois)Londres, Royaume-UniInvestor Relationship Manager, responsible for marketing actions & managing the French speaking audience of fund buyers, private bankers & wealth managers:• Producing editorial content (magazine / website) in English & French, related to investment: keeping up to date with thenews, writing, editing and publishing• Organising mailing campaigns et newsletter & defining the marketing strategy for projects based on marketing dataanalytics• Provide direction to cross-functional team members (web design,sales support etc.)• Interviewing key financial experts on and off camera• Moderating panel discussions, chairing events (Citywire Awards ceremonies, rewarding the best asset managementcompanies & individual fund managers)• Managing and developing relationships with our audience by directly establishing ongoing dialogues with investmentprofessionals• Achievements:o Successfully created and developed a new private banking audience. Organised an event gathering CEOs of the top15 private banking in France (more info here)o Launched a newsletter targeting a new audience, resulting on opening a new marketo Over 100 face to face meetings with clients (fund selectors, private bankers) across Europe
- Astoria FinanceFinancial AdvisorBANQUE & ASSURANCESfévrier 2020 - septembre 2020 (7 mois)Paris, FranceFinancial advisor in a wealth management firm (Independent Financial Advisors, IFA)• Qualitative and quantitative fund analysis• Attending regular meetings and conferences with external fund managers to monitor the funds and strategies• Monitoring of all the funds in the portfolio• Mandated management of clients’ portfolios• Participation in arbitration campaigns on units of account held by clients• Creation of our monthly management report and quarterly newsletter for advisors and customers• Creation of a short-list fund performance file
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Formations
- Master 2 Finance - Ingénierie Financière et Transactioniaelyon Business school2020Description: Practice of financial engineering and transaction consulting to support companies in the preparation and financing of their strategic and financial decisions (mergers and acquisitions, investment banking, transaction department of consulting firms. audit, etc). Main modules: • Asset Management • Social Responsible Investment (SRI) and Environmental Social Governance (ESG) • Financial Risk Management