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Nicolas Palmitessa

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
  • 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