Jacopo Lucci

• By leveraging my expertise in strategic financial planning, I empower clients to make informed decisions that align with their financial vision and pave the way toward a secure and prosperous future.
• The guidelines of my consultancy are Strategic Financial Analysis, Goal-Oriented Planning, Risk Assessment and Mitigation, Optimized Investment Strategies, Budgeting and Expense Management, Tax Planning and Compliance, Retirement and Estate Planning, Continuous Monitoring and Adjustments.

• Assembled and guided a dynamic team to build a widespread branch network, orchestrating seamless personnel recruitment, comprehensive training, and smooth onboarding processes. This orchestrated approach ensured a cohesive integration into the fabric of the bank's branches.Focused on acquiring new business and private clients for the banking group, analyzing their needs and proposing financial liquidity products that best met their requirements
• Cultivated meaningful and strategic business connections with both corporations and professionals, skillfully advocating for and delivering a versatile suite of the bank's products and services, tailored precisely to address their unique and diverse financial requirements.

In my previous role as a banking and finance lawyer, I specialized in legal matters related to banking operations, financial institutions, and the associated regulatory frameworks. I offered legal counsel and assistance in diverse areas including banking transactions, mergers and acquisitions, regulatory compliance, loan agreements, securities, and financial litigation. My role included ensuring that my clients complied with financial laws and regulations, aided in negotiations and structured financial deals, as well as represented clients in legal proceedings related to banking and finance.

• During my previous internship at the Court and Public Prosecutor's Office, I gained foundational insights into legal operations and procedures, which have proven invaluable in my current role within the finance sector, especially in interpreting and navigating commercial law.
• Working at the Court and Public Prosecutor's Office heightened my attention to detail and honed my analytical abilities, which I now apply in the finance sector to meticulously assess legal documents and ensure full compliance with commercial laws and regulations.