Giovanni Porta

Senior Wealth Manager, Director


    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).

  • My team

    I'm not alone... See my team

My team


Deputy Relationship Manager


Middle & Back-Office Manager