Antonello Maggioli

would like to help someone. 🛍🦮👶

Angestellt, Call Center Agent, BPS (Suisse)
Abschluss: B.A. in International Management, Franklin College In Switzerland
Lugano, Switzerland

Fähigkeiten und Kenntnisse

Private Banking Relationship Manager/Assistant
Compliance Officer
External Asset Relationship Manager
Assistance
Microsoft Dynamics CRM

Werdegang

Berufserfahrung von Antonello Maggioli

  • Current 9 years and 4 months, since Feb 2017

    Call Center Agent

    BPS (Suisse)

  • Current 11 years and 8 months, since Oct 2014

    Task Force Dipartimento Crediti

    BPS (Suisse) SA

  • 3 months, Dec 2013 - Feb 2014

    Compliance Officer Tasks

    Arnèr Banca

    Analysis, Control and Supervision Of US Costumers Documents In Relation With The American Fiscal Policy (Foreign Account Tax Compliance Act).

  • 3 months, Sep 2013 - Nov 2013

    ASSET MANAGEMENT

    Podium Wealth SA

    Active Assistance In Analyzing the Assets Allocation, Support to the Portfolio Manager in taking decisions and Investments Analysis.

  • 3 years and 5 months, Nov 2008 - Mar 2012

    Private Banking Relationship Manager Assistant / Compliance Officer

    Banque Safdiè - Leumi Private Bank, Lugano

    Support to Account Relationship Manager. Responsible for the Account Openings Procedures Relationships with our Headquarter in Zurich due to my language skills.

  • 3 years and 10 months, Jan 2005 - Oct 2008

    Account Relationship Manager Assistant

    Credit Agricole (Suisse) Sa

    Private Banking Relationship Manager Assistant and Substitute Receiving Clients and establishing the investment strategies.

  • 5 years and 3 months, Jun 2001 - Aug 2006

    Account Relationship Manager for Institutional Clients

    Banca Unione di Credito, Lugano

    Visiting, Supporting and Receiving Institutional Clients as Fiduciary Offices, Enterprises and Industries.

  • 2 years and 6 months, Nov 1998 - Apr 2001

    Account Relationship Manager

    Banca Unione di Credito, Zurich

    Responsible of a Basket of Clients divided into: 80% US Citizens, 20% Germans and 10% Swiss.

Ausbildung von Antonello Maggioli

  • 3 years and 5 months, Jan 1992 - May 1995

    International business

    Franklin College In Switzerland

Sprachen

  • Italian

    C2 (Verhandlungssicher / Muttersprachlich)

  • French

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • German

    C1 (Fließend)

  • Portuguese

    B1-B2 (Gute Kenntnisse)

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