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Alexandre Masmoudi Email & Phone Number
Senior Consultant
at
Nfq Advisory, Solutions, Outsourcing
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Consultant
Location
Paris, ÎLe-De-France, France
Company size
Who is Alexandre Masmoudi? Overview
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Quick answer
Alexandre Masmoudi is listed as Senior Consultant at Nfq Advisory, Solutions, Outsourcing, a with 1 employees, based in Paris, ÎLe-De-France, France. AeroLeads shows a matched LinkedIn profile for Alexandre Masmoudi.
Alexandre Masmoudi previously worked as Wealth Manager Advisor at Uff - Banque Conseil En Gestion De Patrimoine and Private Banker UHN at Bbva. Alexandre Masmoudi holds Master Of Business Administration - Mba, Finance from Ecole De Commerce De Lyon.
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Nfq Advisory, Solutions, Outsourcing
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Profile bio
About Alexandre Masmoudi
Financial Controller looking for opportunities to use my knowledge and experience to achieve my professional goals and overcome new challenges.Eager for knowledge and quick learner.MBA Graduate - Bachelor in FinanceTrained in improvement managment ICAMI.
Current workplace
Alexandre Masmoudi's current company
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Nfq Advisory, Solutions, Outsourcing
8 roles
Alexandre Masmoudi work experience
A career timeline built from the work history available for this profile.
Wealth Manager Advisor
Current- Conduct in-depth financial analyses and robust investment research to assess clients' needs, identify growth opportunities, and manage potential risks.- Effectively overseeing a diverse range of investment portfolios, adhering to compliance standards while maximizing returns through strategic portfolio management.- Design customized tax strategies to reduce clients' tax liabilities and optimize investment portfolios, always mindful of regulatory compliance.- Providing expert advice in developing robust retirement plans and optimizing social benefits for clients, utilizing a foundation of strong market knowledge.- Deliver exceptional client service by promptly addressing inquiries and keeping clients informed about their wealth's progress, showcasing effective client relationship management.Portfolio Management - Real Estate - Retirement Planning - Succession - Tax Optimization
Oct 2023 - Present
Private Banker Uhn
- Provided investment, financial planning, and tax advice to high-net-worth individuals and businesses with a focus on meticulous financial analysis.- Evaluated the monthly financial position and portfolios of clients, implementing diversification strategies for investments, and providing financial solutions, demonstrating adept asset allocation skills.- Performing sales activities with tailor-made recommendations (CDs, stocks, ETFs, derivatives, accounts, trust funds) and providing tax advice, always in adherence to regulatory compliance.- Collaborating closely with Asset Management, Corporate and Investment Banking (CIB), and wealth planning teams to develop new strategies and products, showcasing a comprehensive understanding of market knowledge. - Building relationships with global partners to enhance offerings and expand market reach, demonstrating strong client relationship management skills.- Creating independent tools for sensitivity analysis on client portfolios, assisting in risk mitigation and adjustment to economic variables, a testament to effective risk management practices.- Achieved notable success in new business acquisition, surpassing yearly goals, and showcasing a blend of strategic portfolio management and effective financial analysis.
Jan 2021 - Oct 2023
Business Developer
Jul 2019 - Dec 2020
Finance Manager
Jan 2017 - Sep 2018
Financial Assistant
General accountingBudgeting ForecastInternal audit
Feb 2016 - Dec 2016
Financial Officer
Maintaining daily transaction recordsInvoice and financial data processing Helping with budget preparation
Jul 2015 - Dec 2015
Administrative Officer
Assist in payrollBudget and office reportingManaging employees queriesPreparation of monthly expenses and office budget report
Jan 2015 - Jun 2015
2 education records
Alexandre Masmoudi education
Master Of Business Administration - Mba, Finance
Ecole De Commerce De Lyon
Bachelor In Finance, Finanzas, General
FAQ
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What company does Alexandre Masmoudi work for?
Alexandre Masmoudi works for Nfq Advisory, Solutions, Outsourcing.
What is Alexandre Masmoudi's role at Nfq Advisory, Solutions, Outsourcing?
Alexandre Masmoudi is listed as Senior Consultant at Nfq Advisory, Solutions, Outsourcing.
Where is Alexandre Masmoudi based?
Alexandre Masmoudi is based in Paris, ÎLe-De-France, France while working with Nfq Advisory, Solutions, Outsourcing.
What companies has Alexandre Masmoudi worked for?
Alexandre Masmoudi has worked for Nfq Advisory, Solutions, Outsourcing, Uff - Banque Conseil En Gestion De Patrimoine, Bbva, Nalys, and Ppal.
How can I contact Alexandre Masmoudi?
You can use AeroLeads to view verified contact signals for Alexandre Masmoudi at Nfq Advisory, Solutions, Outsourcing, including work email, phone, and LinkedIn data when available.
What schools did Alexandre Masmoudi attend?
Alexandre Masmoudi holds Master Of Business Administration - Mba, Finance from Ecole De Commerce De Lyon.
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