Silvia Pelini
@silviapelini
Experienced financial consultant with a strong background in banking.
ItalyWhat I'm looking for
I am a dedicated financial consultant with over 20 years of experience in the banking sector. My career began as a Private Banking Assistant at UniCredit, where I supported the team in managing communications and preparing essential documents and reports. This role honed my skills in client collaboration and daily banking operations.
As I progressed in my career, I transitioned into an HR Generalist role, managing human resources and supporting recruitment and employee relations. My passion for finance led me back to consulting, where I have spent the last decade advising clients on financial products, particularly mortgages and investments. Currently, I work as an Investment Consultant, analyzing clients' financial needs and proposing tailored investment solutions.
Experience
Work history, roles, and key accomplishments
Consulente Investimenti
UniCredit
Jan 2022 - Present (3 years 4 months)
Consulenza finanziaria e supporto ai clienti nella gestione dei loro investimenti. Analizzare le esigenze finanziarie dei clienti, proporre soluzioni di investimento adeguate e monitorare le performance degli investimenti nel tempo.
Consulente Personal Finanziamenti
UniCredit
Jan 2012 - Jan 2022 (10 years)
Consulenza ai clienti in merito a prodotti finanziari, in particolare mutui. Gestire le richieste dei clienti, fornire informazioni dettagliate sui vari tipi di mutui disponibili e assistere i clienti nel processo di richiesta.
HR Generalist
UniCredit
Jan 2007 - Jan 2012 (5 years)
Gestione delle risorse umane, supporto nella selezione e reclutamento del personale, gestione delle relazioni con i dipendenti e sviluppo di programmi di formazione. Gestione delle pratiche amministrative relative ai dipendenti.
Assistente Private Banking
UniCredit
Jan 2003 - Feb 2008 (5 years 1 month)
Supporto al team di private banking, gestione delle comunicazioni e assistenza nella preparazione di documenti e report. Collaborazione con i clienti per fornire informazioni sui servizi bancari e assistenza nelle operazioni quotidiane.
Education
Degrees, certifications, and relevant coursework
USUniversità La Sapienza
Laurea in Giurisprudenza, Law
1995 - 2002
Laurea in Giurisprudenza, providing a comprehensive understanding of legal principles and practices.
Liceo Touschek
Diploma di Maturità Scientifica, Scientific Studies
1990 - 1995
Diploma di Maturità Scientifica, focusing on scientific studies and preparation for higher education.
Tech stack
Software and tools used professionally
Availability
Location
ItalyAuthorized to work in
Job categories
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