Giovanni Porta

Senior Wealth Manager, Director

LANGUAGE

French, Italian and English.
History

Senior Wealth Manager - 22 years' experience

May 2023: 2PM Monaco, Senior Wealth Manager. Advising clients on financial products and services, buying and selling stock, investments management, tax and estate planning services.
2016-2022: Createrra, Senior Wealth Manager. Advisor to UHNWI & HNWI and/or their families, guidance to clients regarding investment, insurance, tax, trust and banking needs. Risk management and personalized strategies.
2012-2016: Beobank, Regional Wealth Manager. Development of investment portfolios through active coaching and support of the agents, help them to make sales and cross selling for customers with high investment potential.
2006-2012: Citibank, Regional Wealth Manager. Coaching of franchised agents to help them becoming autonomous in the investment sales. Investments Sales Manager - Development of the investment portfolio. Branch Manager ad interim at the Waterloo Investments centre.
2002-2006: Fortis Banque, Financial advisor Retail
2001-2002: L&C, Investment, Loans and Consulting. Commercial advisor in insurances, mortgage loans and investments
Education

Mastering Investments Certification Citibank. Belgian Banks Association Certificate – CBFA Certification. Citi Financial Planning Certification Programme. Personal Banker Training Cycle (Febelfin Academy).
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