Open to opportunities

Aïda Mouigni

@aidamouigni

Message

Experienced private banker specializing in wealth management and client relations.

France

Message

What I'm looking for

I seek a role that allows me to leverage my expertise in wealth management while fostering strong client relationships and contributing to a dynamic team.

With a robust background in private banking, I have dedicated my career to managing high-net-worth clients and providing tailored financial solutions. My journey began with a Bachelor's degree in Wealth Management, followed by a Master's in Wealth Management from IAE Gustave Eiffel. Over the years, I have honed my skills at BNP Paribas Banque Privée, where I managed portfolios ranging from €300,000 to €2 million, overseeing a total of €204 million in assets for 104 households.

My expertise lies in investment advisory, financial engineering, and tax optimization strategies. I have successfully implemented wealth management strategies, including Madelin contracts and life insurance protections, ensuring my clients' financial goals are met. My commitment to excellence is reflected in my certifications, including AMF and EFPA, and my proficiency in financial analysis tools like Big Expert. I am passionate about delivering exceptional service and building lasting relationships with my clients.

Experience

Work history, roles, and key accomplishments

Current

Private Banker

Current

BNP PARIBAS

Oct 2021 - Present (3 years 8 months)

Private Banker in charge of asset managements of wealthy clients.

Communication Skills Financial Analysis Asset Management Banking

Banquier Privé

BNP Paribas Banque Privée

Jan 2015 - Sep 2021 (6 years 8 months)

Managed client relationships for high-net-worth individuals with assets ranging from 300k to 2M. Oversaw a portfolio of 110 households with 70 million in financial assets, providing investment advice and implementing tax optimization strategies.

Client Relationship Management Financial Advice Wealth Management Tax Strategy Portfolio Management Investment Financial Planning Asset Management

Conseil gestion OPCVM

Indosuez Private Banking

Feb 2014 - Jan 2015 (11 months)

Provided investment advice and managed a portfolio of clients focusing on savings. Offered macroeconomic insights and recommendations for life insurance arbitrage.