Determined, dynamic, and ambitious, with a strong focus on goals and professional growth.
Management and development of an affluent client portfolio, with a strong focus on personalized advisory and financial planning. Analysis of clients’ wealth needs and recommendation of tailored investment solutions aligned with their risk profile and financial goals. Building long-term trusted relationships, with a strong commitment to service quality, growth of assets under management, and achievement of commercial targets.
Management of branch and cash desk operations, including handling of bills portfolio (outgoing and incoming Ri.Ba., SBF promissory notes at discount and after collection). Administration of domestic and international invoice advances, foreign transfers, and relationships with treasury entities. Monitoring of maturing cheques and opening of current accounts. Promotion and sale of transactional and insurance products.
Management and development of private clients with a focus on investment advisory, wealth management, and insurance products. Providing tailored solutions for current accounts, credit/debit cards, personal and consumer loans, mortgages, pension and insurance products, pension funds, and individual retirement plans. Activities aimed at client retention and portfolio optimization, with a consultative approach and targeted financial advice.
First work experience made at an accounting firm thanks to the alternating school-work project.
TWO-WEEK EXPERIENCE
The Master's Degree in International Economics and Management for Innovation and Sustainability is a course of study designed to develop advanced skills in economics and business management, with a solid specialization in financial markets, banking, and FinTech. The program provides in-depth training in intermediation.
The chosen major,
Financial Markets and FinTech, is designed to deepen the analysis of financial intermediation, while also addressing new FinTech players.
Percorso triennale concluso per tempo senza andar fuori corso.
Registration in the OCF financial advisors
Certification and Registration with the Italian Financial Advisors Register (OCF)
Passed the qualification exam and obtained registration with the Italian Financial Advisors Register (OCF – Organismo di Vigilanza e Tenuta dell’Albo Unico dei Consulenti Finanziari), officially authorizing professional financial advisory and investment management activities in compliance with regulatory and ethical standards.
Enabling the proposition of investment and asset management products.
Certification demonstrating compliance with MiFID II regulatory requirements for knowledge and competence in investment services and advisory activities, validating professional skills in delivering investment information and advice.
Strong understanding of financial markets and use of the Bloomberg Terminal for the analysis of macroeconomic, equity, and fixed income data.
Learn how money flows through an economy.
Discover some of the investment strategies that can help individuals and businesses grow their money while navigating the varying risks associated with them.
Define responsible investing and its benefits to individuals, businesses and society.
Strong understanding of environmental, social, and governance (ESG) principles, with hands-on experience analyzing corporate sustainability using Bloomberg Terminal tools.
Certificate of preparation for the evaluation test OAM (agency agents in financial activity and credit brokers).
Annual refresher training required for IVASS authorisation.Aability that allows the proposition of insurance products to customers.
Training course provided by the Bank for updating anti-money laundering and anti-terrorism regulations.
Corso di formazione sulla sicurezza informatica erogato dalla Banca.
Training course on the product characteristics of the bank's insurance partner. Course provided by the bank to those employees in possession of the? IVASS authorisation required for the provision of insurance products to customers.
Qualifying examination for registration in the Register of Insurance and Reinsurance Intermediaries (RUI), held by IVASS, authorizing the practice of insurance intermediation activities.
Intermediate proficiency in English, with ability to communicate effectively in professional and everyday contexts.
-Propensity to work in a team.
-Propensity to achieve goals.
-Direct interaction with the customers of the branches (INTESA SANPAOLO/BLU BANCA S.p.A).
-Great determination.
-Ability to solve problems.
-Time and goal management skills
-Knowledge of compliance and anti-money laundering regulations
-Good command of the main banking software
I consider myself an ambitious, determined, enterprising, dynamic, precise, flexible person, with a great spirit of sacrifice, eager to establish himself in the world of work. My current job has allowed me to acquire a set of technical skills such as:
Knowledge of banking products (mutual, loans, insurance, cards, ...);
Compulsory training already taken at another credit institution
Regulatory sensitivity on anti-money laundering and transparency issues.
Regulatory Sensitivity Savings/Investment Products
Knowledge of investment savings products Pac-common investment funds equity products and bond-certificates etc.......
Good command of the main banking software
Distinctive Features
- EXCELLENT communication skills:
Communication skills are necessary in contexts such as that of my current job, school, university and in group sports such as football that I have practised for years.
- EXCELLENT skills of: dialogue, explanatory, conviction, listening, comparison, problem solving and decision-making.
I am certainly interested in having as many experiences as possible in order to be able to perfect them further.
EXCELLENT organisational skills in programming and carrying out the tasks assigned to me.
Necessary in contexts such as that of my current job.
Knowledge of compliance and anti-money laundering regulations
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English |
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B2:
Independent user
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B2:
Independent user
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B2:
Independent user
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B2:
Independent user
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B2:
Independent user
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Certificates and diplomasFile previewx |
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French |
A2:
Basic User
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A2:
Basic User
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A2:
Basic User
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A2:
Basic User
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A2:
Basic User
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Blood donor volunteer.
Sports lover
Football: practised at the competitive level until the age of 18 years old
Free Swimming: practised at the amateur level in leisure time
Padel: practised at the amateur level in leisure time
Ski: skier since I was five years old
https://www.linkedin.com/in/luca-tufi-b455a21a2?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BfEBvcV1kQgGICs6kN8IwzQ%3D%3D
I authorise the processing of personal data contained in my curriculum vitae based on art. 13 of Legislative Decree 196/2003 and art. 13 of EU Regulation 2016/679 on the protection of natural persons with regard to the processing of personal data.