Managed onboarding, documentation and operational workflows for UHNWI clients across banks, custodians and advisors (BR/EU/US), ensuring compliance, accuracy and clear information flow. Coordinated investment and account operations (subscriptions, settlements, instructions) and supported bankers with follow-ups, meeting preparation and cross-institution communication.

Managed relationships with high- and ultra-high-net-worth clients, handling daily operational demands including cash movements, transfers, redemptions, reporting, and account openings. Coordinated client needs across financial planning, tax and succession structuring, investment advisory, and operational teams to deliver integrated service. Performed middle-office activities such as asset transfers, settlements, onboarding data validation, operational controls, and portfolio reconciliation. Supported commercial teams through documentation handling, operational problem-solving, and report preparation, while training junior analysts and improving internal processes.

Acted as the main B2B contact for Private Banking and Wealth Management firms, supporting pension and life-insurance products for sophisticated clients. Provided operational support in pension-fund structuring and resolved product and process inquiries with accuracy and compliance focus.

Supported digital banking clients with platform navigation, onboarding, and issue resolution across service channels. Assisted clients in building basic investment strategies and asset allocations aligned with their profiles and financial goals.

Reviewed and validated client documentation (individual and corporate), ensuring full KYC, compliance, and regulatory adherence for new account onboarding. Managed data entry, account setup and provided onboarding support to investment managers whose funds were administered by BTG. Supported Wealth Management teams through offshore middle-office activities, including financial reporting, position monitoring, and cash/asset transfers. Handled subscription agreements for international alternative funds and coordinated KYC and operational steps directly with asset managers and fund administrators.Managed onboarding and documentation checks for new clients, ensuring compliance with regulatory and internal standards. Supported wealth management teams by preparing reports, monitoring positions and coordinating offshore fund transfers; served as point of contact for investment managers regarding account and documentation requirements.

Management of Fashion and Luxury Companies

Bocconi University (Coursera), Online

2025

Fundamentals and Applications of Artificial Intelligence

Corporate Workshop

2025

Financial Markets

(Coursera, 32h)

2019

Private Equity and Venture Capital

Bocconi (Coursera, 10h)