Gabriele Scialpi

Consulente bancario · Experienced

Impiegato bancario

gabriele316.ucv.onlineAvailable now

Esperienza

Consulente finanziario e assicurativo

Generali Italia

in Taranto

04/2025 - 06/2026

Supporto ai clienti nella pianificazione finanziaria personale, analisi del rischio e protezione patrimoniale, gestendo un portafoglio attivo di clienti privati. Coordinamento dei rapporti economico-amministrativi tra agenzia, assicurati e compagnia, garantendo precisione e conformità normativa.
Formazione continua su normative IVASS, MiFID II e aggiornamenti di settore per mantenere un elevato standard di consulenza. ▪ Sviluppo di proposte personalizzate di investimento e protezione, con focus sulla fidelizzazione della clientela.

Formazione

Università degli studi di Ferrara

Livello: Laurea triennale

2021 - 2025

Laurea triennale L-18 in Economia e Management

Lingue

Inglese

B2 - Upper intermediate

Competenze

Competenze lavorative

Analisi finanziaria, gestione delle operazioni di back Office, capacità di ascolto attivo,

Altre competenze

Problem solving, capacita di collaborare in team, capacità di coordinare un team

Settori lavorativi

Assicurativo, bancario

Dichiarazione di autorizzazione:

Autorizzo il trattamento dei miei dati personali presenti nel curriculum vitae ai sensi del Decreto Legislativo 30 giugno 2003, n. 196 e del GDPR (Regolamento UE 2016/679).

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