Highlights:? Sourced a USD 300m Venture Capital deal with UBS serving as Placement Agent for ME Royal Family’s SPV ? Originated a USD 350m Multi Family Office onboarding with the External Asset Management Desk LinkedIn Top LinkedIn “Client Relation” Voice ? Top 1% worldwide contributors in the “Client Relation” category

Skills:Private banking, Wealth Management, Leadership, Financial Advisory, Investment Strategies, Investor Relations, Sales, Client Relations, Financial Analysis

Goal:Financial Advisor, Wealth Manager, Wealth Planner, Banker

Membership:Nova Global Top Talent Network May 2024 – Present Member ? Global top-talent network that connects over 20.000+ members who live in 95 countries and belong to the top 3% of their field of expertise • Scholarships: Merit Scholarship winner two years consecutively: for the academic years 2019-2020 & 2020-2021 issued by Fondazione Leonardo (c/o Banca Julius Bär & Co. SA, Piazza San Carlo 1, 6900 Lugano).

Certification:Certified Wealth Manager Advisor (Swiss Association for Quality)

Honor:Awards: Finalist Credit Suisse Swiss Universities Campus Cup (selected to represent USI in the Final Round of the competition).

Relationship Manager 04/2021 - current
UBS, Zurich, Zurich Italy
Industry: Banking
– Build and growth a portfolio of HNWI and establish deep relationships based on trust and understanding – Generating AUM growth and revenue streams through effective client acquisition, cross sell of wealth management service, investment product and building strong pipeline with the referral business. – Provide investment advice building personalized portfolio proposals for clients considering their investment objectives, risk tolerance and ensuring compliance with regulatory requirements
? Sourced a USD 300m Venture Capital deal with UBS serving as Placement Agent for ME Royal Family’s SPV ? Originated a USD 350m Multi Family Office onboarding with the External Asset Management Desk ? Coordinated the entrepreneur’s referral cooperation between World Economic Forum UpLink and UBS AG ? Achieved a 10.6% increase in the clients' portfolio inflows, amounting to USD 17 million, establishing deep relationships based on trust and understanding with clients, ranking 2nd in the Private Banking International MENA team. ? Built a strong deals pipeline of USD 5M for Q1 2024, onboarding a complex offshore structure. ? Achieved a 96% increase in transactional revenues enhancing clients’ activity trading, resulting in USD 190K. ? Closed Investment Mandates for USD 5 million, offering tailored investment solutions that meet the specific needs and goals of each client, ranking 1st in the PBI MENA team.--

Sapienza Universita di Roma 09/2015 - 04.2019
Rome, Lazio, Italy
Degree: Bachelor's Degree
Major:Communication for Business and Institutions
BSc in Communication for Business and Institutions September 2015 – March 2019 • Activities: managed and optimized the Informatics Room's IT infrastructure for over 200 students per semester, ensuring high availability of computer systems, thereby minimizing downtime and promoting an effective learning environment. • Scholarships: Scholarship winner three years consecutively: for the academic years 2015-2016, 2016-2017 and 2017- 2018 issued by LazioDisco (c/o Via Cesare De Lollis 24/b – 00185 Roma).

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