Christian Gerardo Argese
Milan
Summary
Hi, I'm Christian, 25 years old Economic science master's degree holder (EPS, UniMi) and Certified financial advisor.
Fluent in english, I am able to use a wide range of analytic tools for data processing and management, such as stata, Sql, R studio and Python, along with a general interest toward new technologies.
Skills that I can place on top of a sound and solid knowledge in the economics and finance field.
My ultimate goal is to develop my soft and hard skills to be able to grow personally and professionally in the finance field, which is the one I am most passionate about.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
ING Bank N.V
09.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Education
Master of Science - Economics
Università Degli Studi Di Milano
Milan, Italy10.2023
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Wealth Management
- Programming
- Excell
Certification
OCF Registration.
Organismo di Vigilanza e tenuta dell'albo unico dei Consulenti Finanziari.
Release date: August 2023
Asset management, asset allocation and investor risk profiling.
SDA Bocconi.
Release date: August 2023
Languages
English
Advanced (C1)
Timeline
Financial Advisor
ING Bank N.V
09.2023 - Current
Master of Science - Economics
Università Degli Studi Di Milano
OCF Registration.
Organismo di Vigilanza e tenuta dell'albo unico dei Consulenti Finanziari.
Release date: August 2023
Asset management, asset allocation and investor risk profiling.
SDA Bocconi.
Release date: August 2023
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