Lorenzo Piccolo
Luxembourg
Profil professionnel
Senior Relationship Manager with 21 years of experience, I am an expert in developing long-term relationships and managing asset portfolios. I want to join a company where I can put my leadership and collaboration skills to good use.
Vue d'ensemble
19
19
years of professional experience
Expérience
Senior Relationship Manager Italian Market
CALI Europe ( Crédit Agricole Life Insurance)
Luxembourg
2024.01 - Actuel
- Leader of Italian Market Development
- Collaborating with all teams, managers, and management members towards a shared objective.
Senior Investment Advisor Southern Europe Desk
Indosuez Weakth Management
Luxembourg
2021.04 - 2023.12
Senior Advisor for Italian, Spanish and Portuguese HNW client , AUM managed 800 ml.
Senior Investment Advisor
CA Indosuez Wealth (Europe) Italy spa
Milano
2016.01 - 2021.04
- Financial advisor for HNW customers, contact for a team of private bankers currently directly managed in advisory for 350 ml.
Private Banker
Morval Sim " Banque Morval SA."
Milano
2010.01 - 2016.01
- Member management and advisory committee - assets managed 200 ML.
Private Banker Responsibility for development and management of private and asset clientele and advisory portfolio management.
Client Advisor
UBS (Italia) S.p.A
Brescia
2005.01 - 2010.01
- Private client development , Bergamo-Brescia area.
Analysis and evaluation of small and medium-sized enterprises - preparation of dossiers in collaboration with the 'Corporate Advisory Group' team in order to identify possible M&A scenarios.
Formation
Executive MBA - Finance
SDA Università Bocconi
MilanoUniversity degree - Economia Aziendale
Università Commerciale Luigi Bocconi
MilanoCollege degree - Accounting School
Istituto Sant'Angela Merici
BergamoCompétences
Customer Relationship
Customer development
Commercial proactivity
Portfolio Management
Informations complémentaires
- Golf was enjoyed in a club for 40 years
World cuisine
Travel
Langues
Français
Courant
Anglais
Courant
Italien
Langue maternelle
Espagnol
Courant
Qualifications
- Executive MBA, Corporate Finance, SDA Bocconi University
Registration in the National Register of OCF Financial Advisors
Study Session at University of California UCLA, Management Accounting
Chronologie
Senior Relationship Manager Italian Market
CALI Europe ( Crédit Agricole Life Insurance)
2024.01 - Actuel
Senior Investment Advisor Southern Europe Desk
Indosuez Weakth Management
2021.04 - 2023.12
Senior Investment Advisor
CA Indosuez Wealth (Europe) Italy spa
2016.01 - 2021.04
Private Banker
Morval Sim " Banque Morval SA."
2010.01 - 2016.01
Client Advisor
UBS (Italia) S.p.A
2005.01 - 2010.01
Executive MBA - Finance
SDA Università Bocconi
University degree - Economia Aziendale
Università Commerciale Luigi Bocconi
College degree - Accounting School
Istituto Sant'Angela Merici