Chafik Amine
Phelan,CA
Summary
Accomplished Broker adept at growing business through deep knowledge of the stock exchange market and strong relationship-building abilities. Leveraging over 12 years of experience to generate profits.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Equity & Fixed Income Securities Broker
Valoris Securities
08.2020 - 12.2022
- Widen the client base and build strong relationships with them (Dealing with clients’ money and financial future).
- Prospect new clients (Investment firms/banks, mutual funds, insurance funds, public institutions, households…) locally, in Europe and the MENA region.
- Advise clients and investors (based on listed companies' strategies and yearly performance analysis).
- Execute trades following client’s demand.
- Monitor clients’ portfolios.
Senior Equity Sales Broker
BMCI Bourse BNPParibas
04.2018 - 08.2020
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Created and implemented strategic trading approaches for private banking clients.
Trader and Financial Product Representative
M.S.IN Maroc Service Intermediation
12.2010 - 03.2018
- Conducted thorough needs analysis by asking open-ended questions, listening to needs of prospective customers and making appropriate product recommendations.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Used consultative sales approach to understand and meet customer needs.
- Supported customers continuously from sales process to product set-up and use.
- Execute clients' trades.
Education
MBA - FInance
Cal State University San Bernardino
San Bernardino, CA06.2026
BBA - Finance And Marketing
Al Akhawayn University
Ifrane, Morocco06.2010
Skills
- Financial Analysis
- Modern Portfolio Theory
- Economic Assessments
- Financial Services
- Teamwork and Collaboration
- Active Listening
- Profit Analysis
- Client Strategies
Affiliations
APSB (Association Professionelle des Societes de Bourses)
Certification
- Habilitation de l'AMMC (Moroccan Capital Market Authority) aux Metiers de la Bourse: CIF-Conseiller en Investissement Financier.
- Habilitation de l'AMMC en négociations
Languages
English
Professional Working
Timeline
Senior Equity & Fixed Income Securities Broker
Valoris Securities
08.2020 - 12.2022
Senior Equity Sales Broker
BMCI Bourse BNPParibas
04.2018 - 08.2020
Trader and Financial Product Representative
M.S.IN Maroc Service Intermediation
12.2010 - 03.2018
MBA - FInance
Cal State University San Bernardino
BBA - Finance And Marketing
Al Akhawayn University
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