Open to opportunities

Francesco Cavicchiolo

@francescocavicchiolo

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Financial and insurance consultant managing multimillion-euro client portfolios with client-focused advice.

Italy

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What I'm looking for

I am seeking a client-focused advisory role in financial services where I can grow into full portfolio responsibility, deliver personalised wealth and insurance solutions, and advance within a collaborative, performance-driven team.

I am a Financial and Insurance Consultant with hands-on experience managing a combined €20 million in client assets and serving over 180 clients. I provide personalised financial, investment, insurance and pension planning, with strong emphasis on needs analysis and long-term client support.

Since September 2020 I have developed and managed a personal €5 million portfolio and jointly managed an additional €15 million portfolio alongside a Senior Banker, consistently meeting sales targets and maintaining high client retention.

My background includes administrative, logistics and customer-facing roles across finance, transport, retail and hospitality, which strengthened my communication, organisation and interpersonal skills and my ability to work with diverse clients and international teams.

I hold a Diploma in Accountancy (IGEA) and the OCF certification to practise as a Financial Advisor for investment and insurance products; I am professionally proficient in English (B2) and comfortable with MS Office and multiple management software systems.

Experience

Work history, roles, and key accomplishments

Current

Financial & Insurance Consultant

Current

Banca Mediolanum

Sep 2020 - Present (5 years 6 months)

Managed a personal €5M portfolio and co-managed an additional €15M (total €20M) across 180+ clients, delivering tailored financial, investment, insurance and pension planning while consistently meeting sales targets and maintaining high client retention.

Wealth Management Investment Advisory Client Acquisition Portfolio Management Client Relationship Management Sales Targets

Purchasing & Logistics Officer

PG Logistic Srl

Feb 2020 - Aug 2020 (6 months)

Sourced and purchased transport routes, managed order entry into the management system, and verified delivery notes against registered orders to ensure accurate logistics execution.

Procurement Logistics Coordination Order Management Supply Chain MS Office Vendor Management

Counter Staff / Gelato Maker

Venchi Spa

May 2019 - Nov 2019 (6 months)

Served customers and prepared gelato and café products, maintaining high service standards during peak periods to support store operations and customer satisfaction.

Customer Service Food Preparation Point of Sale Teamwork Cash Handling

Waiter

Santi Group Srl

Mar 2018 - Dec 2018 (9 months)

Provided front-of-house service in catering operations, ensuring timely delivery, guest satisfaction and coordination with kitchen staff.

Customer Service Order Taking Teamwork Time Management Communication

Warehouse Operative & Driver

MP Zootrade Srl

Mar 2018 - Sep 2018 (6 months)

Performed warehouse operations including forklift handling and delivery driving for import and distribution of zootechnical products, supporting inventory flow and logistics.

Warehouse Management Driving Inventory Control order fulfillment Safety Compliance

Student & Farm Worker

Working Holiday Australia

Jan 2017 - Jan 2018 (1 year)

Completed a 4-month English course (B2) and worked 6 months on farms in Queensland, gaining language proficiency and agricultural work experience across multiple regions.

English B2 Agricultural Labor Cross Cultural Communication Time Management

Barista / Counter Staff

Gelateria Italiana Lazzarin

Mar 2016 - Oct 2016 (7 months)

Operated café service as barista and counter staff, delivering customer service and food/beverage preparation in a high-volume environment in Bonn.

Customer Service Food Preparation Cash Handling

Administrative Employee

Officine Meccaniche Pellanda Srl

Jun 2013 - Feb 2016 (2 years 8 months)

Handled purchase orders, invoicing (in/out), VAT settlement, INTRA declarations, bookkeeping, bank reconciliation and cash management to support the company's financial operations.