Family Manager (Ex dipendente) – Lainate, Milan- Italy – 19 novembre 2018
I manage a portfolio of about 12 million. The day was aimed at managing spontaneous customers (trying to meet their needs), organizing the agenda by setting appointments with the aim of offering financial advice and selling the most satisfying financial products for the client and for the bank. It can be difficult at times when the financial markets are not going well, but good results are achieved with taste. Teamwork and harmony among colleagues was essential.
Over the years I have learned very well to interact with clients to work in groups, as well as to have acquired an excellent cultural background on finance.