Years of experience: 4
ItalyOffice AssistantExecutive AssistantPersonal AssistantAssistantComplaint Resolution Specialist
Trust Score
Exceptionally trusted; proven professional excellence.
Sara's Career Path
Jul. 2024 -Present
UniCredit Wealth Management e Private BankingPrivate Banker
Torino, Piemonte, Italia- Building and managing strategic relationships with key clients by listening to their needs and offering personalized solutions - Using a data-driven approach to identify growth opportunities and optimize the customer experience - Raising strong, lasting relationships, ensuring every client feels valued and supported - Managing high-value portfolios, maintaining profitability and mitigating ...
May. 2022 -Sep. 2024
UniCreditAssistant Private Banker
Torino, Piemonte, Italia- Interaction with clients requesting exclusive sustainable advice and services focused on their specific needs and priorities - Acquisition of a deep knowledge on private business - Development of technical skils and expertise in the area of investments and products - Building a solid base on project management and commercial planning working on the strategy and implementation of business de...
May. 2021 -Jul. 2021
Juventus Football ClubFinance Internship
Torino, Piemonte, Italia• Support of the whole structure through the preparation of reporting and presentations • Planning and cost control team support in activities related to management control • Cost analysis, periodic report extraction and processing of functional management data for the reporting activities via Microsoft Dynamics NAV • Variance analysis via CCH Tagetik