Charlotte Dole
About Charlotte Dole
Charlotte Dole serves as an Associate Director and Chargée d'affaires at UBS in Paris, France, where she has worked since 2016. With a strong educational background in finance and wealth management, she specializes in high-level financial operations and organizing the wealth of business owner shareholders.
Work at UBS
Charlotte Dole has been employed at UBS since 2016. She currently serves as Chargée d'affaires HNW, a position she has held for eight years in the Région de Paris, France. In addition to this role, she has been an Associate Director - Chargée d'affaires since 2022, working for two years in Ville de Paris, Île-de-France, France. Her responsibilities include managing high-net-worth clients and providing comprehensive wealth management services.
Education and Expertise
Charlotte Dole has a diverse educational background in finance and wealth management. She studied at Handelshøyskolen BI, where she achieved a degree in Finance in 2015. She furthered her studies at ESCP Europe, obtaining a Master's in International Wealth Management from 2015 to 2016. Additionally, she attended NEOMA Business School from 2013 to 2016. Her education also includes a Licence in Droit et science politique from Institut catholique de Paris, completed from 2010 to 2013, and a Baccalauréat scientifique with a specialization in mathematics from collège de Juilly.
Background
Prior to her current roles at UBS, Charlotte Dole gained experience in the financial sector through various positions. She worked at ManpowerGroup as a temporary worker in 2010 and served as a Stagiaire Banquier Privé at Société Générale for five months in 2014. Additionally, she completed a six-month internship as a Stagiaire assistant Chargée d'affaires at UBS in 2016, which contributed to her expertise in wealth management.
Achievements
Charlotte Dole has been involved in high-level financial operations, including capital raising, and has organized the wealth of business owner shareholders. Her work focuses on the patrimonial, financial, and professional aspects of wealth management. She operates within a global wealth management firm that provides comprehensive services tailored to meet client needs.