Personal Information
Organization / Workplace
Catania Area, Italy Italy
Occupation
Customer Advisor Investment Solutions
Industry
Finance / Banking / Insurance
About
Offering expert advice to high standing clients, helping them managing their investment decisions.
Maximizing customer satisfaction through a dedicated business model and a range of specialized products related to the field of investments (ex.: funds, insurance, retirement solutions, …).
Managing and updating customer portfolios and customer information database revision.
Maintaining and following all regulatory compliance policies and procedures
Contact Details