Nicolas Palmitessa
Wealth Management and Insurance Specialist | Financial Markets | Expertise in B2B and B2C Sales
Tel : +352 661 860 647
Life insurance
Wealth management
Private Banking
Luxembourg
Unemployed
Open to opportunities
Country manager France - Life Insurance
Baloise Vie Luxembourg
April 2011
to September 2024
Full-time
Luxembourg
- Network animation : Private Bank, Wealth Planner, Family office, Asset Manager, IFA
- Supervision of an associate assisting with business development initiatives
- Participation / Animation of conferences and presentations
- Manage french clients, in France and abroad
- Wealth planning and financials expertises : Life Insurance, Inheritance, Real Estate, Private Equity, Structured products, Credits, Loans
- Advise partners / clients regarding assets management choice
- Sale mainly B2B, but also B2C
- Monitoring global tax changes
Professor External Consultant - Financial Market
ICN Business School
November 2011
to December 2014
Consultant
France
- 3rd Year courses animation
- Financial Market
Private Banker - Wealth Management
UBS Wealth Management
October 2007
to October 2010
Full-time
Luxembourg
- Make investment recommendations and provide portfolio management services
- Advise clients regarding investment strategies for equities, fixed income, foreign exchange as well as hedging strategies and alternative asset management classes
- Advise clients regarding investments in capital markets and identify potential considerations specifically in foreign exchange and interest rate/currency products
- Provide financial planning services to individual clients including life insurances, trusts and estate planning
- Maintain client relationships as well as identify opportunities for new advisory assignments in new markets
- Monitor global financial market conditions including economic, political and legal environments to assess risk exposure
- Research changing client needs, individually and by segment, as well as market trends/development to identify opportunities for client accounts
- Make recommendations for product development of new custom products and services to meet client needs
- Identify and develop strategic business plans
Master 2, Wealth planning - DESS Gestion de Patrimoine
Faculté de Droit, Sciences économiques et Gestion de NancyFaculté de Droit, Sciences économiques et
2006
to 2007
The Master's in Wealth Management offers training in wealth creation and transmission strategies based on legal, tax, financial, but also marketing and commercial skills.
Learn more
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Life insurance
Expert
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Private banking
Expert
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Financials Markets
Expert
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Asset management
Expert
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Tax studies
Advanced
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Structured product, private equity, alternative investments
Advanced
Languages
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French
Expert
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English
Advanced
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Spanish
Intermediate