Mattia Esposito
Bergamo
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
7
7
years of professional experience
Work History
Financial Advisor
UnipolSai Assicurazioni
04.2023 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated new client onboarding process and investment account setup.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
Financial Advisor
Generali Italia
10.2016 - 04.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
Education
High School Diploma -
Istituto Jacopo Nizzola
Trezzo Sull'adda07.2016
Skills
- Administrative Support
- Cash Flow Projection
- Customer Expectations Management
- Funding Education
- Presentations
- Growth Portfolios
- Financial and Estate Planning
- Financial Services
- Client Meetings
- Customer Proposals
- Client Interactions
- Client Rapport-Building
Languages
Italian
Bilingual or Proficient (C2)
English
Intermediate (B1)
German
Upper intermediate (B2)
Spanish
Upper intermediate (B2)
Timeline
Financial Advisor
UnipolSai Assicurazioni
04.2023 - Current
Financial Advisor
Generali Italia
10.2016 - 04.2023
High School Diploma -
Istituto Jacopo Nizzola
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