Benedetta Carrera
Novara
Profilo professionale
Results-oriented professional with experience in MS Office and in-depth knowledge of CRM systems. Skilled in applying investment strategies while complying with TUF and CONSOB regulations, consistently achieving company objectives.
Panoramica
6
6
years of professional experience
Esperienza lavorativa
Mobile Financial Advisor
Poste Italiane S.p.A
Novara
10.2025 - ad oggi
- Promoted to oversee financial objectives across eleven offices, consistently achieving targets through strategic planning and team coordination.
- Improve communication between headquarter and the peripheral units, fostering alignment and operational efficiency.
- Ensure weekly and monthly deadline compliance by implementing tracking systems and evidencing optimal strategies to achieve set goals
Specialist Financial Advisor
Poste Italiane S.p.A.
Novara
09.2021 - 09.2025
- Regular monitoring of clients' financial portfolios making adjustments as needed to keep them aligned with long-term goals, while ensuring that all recommendations comply with relevant regulations and industry standards.
- ESMA - IVASS compliant yearly courses. MS Office, PowerPoint, Excel, Notes.
Project Manager
Robert Bosch Produktive NV
Tienen
01.2021 - 07.2021
- Managing client relationships on a day-to-day basis.
- Keeping track of projects developments on a daily/weekly basis. Sharing results with stakeholders and firm’ departments.
- Responsible for individualization and realization of cost-optimization processes. SAP software.
Intern in Quantitative Economic History
Eberhard Karls Universitat
Tuebingen
10.2019 - 02.2020
- Data analysis and presentations of comprehensive test results.
- Tests execution, elaboration of results and provision of exhaustive, clear and organized presentations.
Istruzione
MSC - European Economics - Double Degree Programme
Eberhard Karls Universitat
Tuebingen07.2021
MSC - Finance, Economics and Industrial Organization
University of Pavia
09.2020
BSC - International Economics
University of Pavia
12.2018
Competenze
- MS Office proficiency
- Results-oriented approach
- TUF and CONSOB regulations
- CRM knowledge
Siti web
Languages
Italian
Madrelingua
C2
Inglese
Esperto
C2
Spagnolo
Intermedio avanzato
B2
Tedesco
Base
A2
ADDITIONAL INFORMATION
Stay up to date on global financial markets through regular consultation of sources such as Class CNBC, MF, Il Sole 24 Ore, the Financial Times, and the Wall Street Journal.
Cronologia
Mobile Financial Advisor
Poste Italiane S.p.A
10.2025 - ad oggi
Specialist Financial Advisor
Poste Italiane S.p.A.
09.2021 - 09.2025
Project Manager
Robert Bosch Produktive NV
01.2021 - 07.2021
Intern in Quantitative Economic History
Eberhard Karls Universitat
10.2019 - 02.2020
MSC - Finance, Economics and Industrial Organization
University of Pavia
BSC - International Economics
University of Pavia
MSC - European Economics - Double Degree Programme
Eberhard Karls Universitat