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Francesco CavicchioloFC
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Francesco Cavicchiolo

@francescocavicchiolo

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

Italy
Message

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

GL

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.

Education

Degrees, certifications, and relevant coursework

OF

OCF (Organismo di vigilanza e tenuta dell'Albo unico dei consulenti finanziari)

OCF Certification, Financial Advisory

2020 - 2020

Passed the OCF exam and obtained certification to practise as a Financial Advisor for investment and insurance products.

Shafston International College logoSC

Shafston International College

English Language Course (B2), English Language

Grade: B2

Attended an English course and achieved B2 level proficiency.

IG

Istituto Tecnico Commerciale Giacinto Girardi

Diploma in Accountancy (IGEA), Accountancy

2006 - 2012

Completed a Diploma in Accountancy (IGEA) with coursework in commercial and accounting subjects.

Tech stack

Software and tools used professionally

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