Curriculum Vitae Banker in Italy Milan – Free Word Template Download with AI

Personal Information

Name: Marco Rossi
Address: Via Dante Alighieri, 15, 20121 Milan, Italy
Email: [email protected]
Phone: +39 345 678 9012
Date of Birth: May 5, 1985

Professional Summary

A dedicated and experienced Banker with over a decade of expertise in the financial services sector, specializing in personal and corporate banking solutions tailored to the dynamic market of Italy Milan. Proven track record in building long-term client relationships, managing high-net-worth portfolios, and delivering strategic financial advice. Committed to upholding the highest standards of integrity, professionalism, and innovation within the Italian banking landscape.

Professional Experience

Senior Banker | Unicredit Milan Branch

Location: Milan, Italy
Date: January 2018 – Present

• Managed a portfolio of over 300 high-net-worth clients, providing personalized financial solutions including investment strategies, wealth management, and mortgage services.
• Collaborated with local business associations in Italy Milan to identify and onboard new corporate clients, increasing branch revenue by 22% in 2021.
• Implemented digital banking initiatives to enhance client experience, resulting in a 35% increase in online transaction volumes within six months.
• Acted as a key liaison between clients and the bank’s credit risk department, ensuring compliance with Italian regulatory frameworks and minimizing financial risks.

Relationship Manager | Intesa Sanpaolo

Location: Milan, Italy
Date: June 2013 – December 2017

• Spearheaded the development of personalized financial plans for clients, focusing on savings, retirement planning, and estate management in alignment with Italian tax laws.
• Led a team of 8 junior bankers, mentoring them to achieve performance targets and fostering a collaborative work environment in Italy Milan’s competitive banking sector.
• Conducted regular market analysis to identify trends in the Italian economy, providing clients with actionable insights for investment decisions.
• Played a pivotal role in launching the bank’s “Milan Business Growth Program,” which supported local entrepreneurs with tailored financing options and business advisory services.

Junior Banker | Banca Popolare di Milano

Location: Milan, Italy
Date: September 2010 – May 2013

• Provided customer support for a wide range of banking services, including account opening, loan applications, and financial advisory in the heart of Italy Milan.
• Gained in-depth knowledge of Italian banking regulations and client compliance procedures through hands-on training and mentorship programs.
• Contributed to the successful execution of the bank’s “Youth Savings Initiative,” targeting students and young professionals in Milan with educational financial products.
• Received recognition as “Top Performer” for exceeding customer satisfaction goals by 15% in 2012.

Education

Bachelor of Arts in Economics

Institution: Università Commerciale Luigi Bocconi, Milan, Italy
Date: 2008 – 2011

Relevant coursework: Financial Markets, Corporate Finance, and Economic Policy. Graduated with honors and actively participated in the university’s banking and finance club.

Certification in Banking Compliance

Institution: Associazione Bancaria Italiana (ABI)
Date: 2015

Earned certification in compliance with Italian banking laws and ethical standards, enhancing expertise in risk management and client protection.

Skills

• Financial Analysis: Proficient in evaluating investment opportunities, assessing credit risks, and creating financial models tailored to the Italian market.
• Client Relationship Management: Strong ability to build trust and maintain long-term relationships with clients in Italy Milan’s diverse banking landscape.
• Languages: Fluent in Italian and English; basic knowledge of French and Spanish for international client interactions.
• Software Proficiency: Skilled in Microsoft Office, SAP, and Bloomberg Terminal for financial data analysis and reporting.
• Certifications: CFA Level II Candidate, FRM (Financial Risk Manager) certification pending.

Professional Affiliations

• Member of the Associazione Bancaria Italiana (ABI), actively participating in regional events and networking opportunities in Italy Milan.
• Volunteer for “Banking for All,” a non-profit initiative providing financial literacy workshops to underserved communities in Milan.
• Past president of the Bocconi University Banking Club, organizing seminars on banking trends and career development in Italy.

References

Available upon request. References include former supervisors, clients, and industry peers from Italy Milan’s banking sector.