Daniela Coppo

Experience

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  Mima Films - ITW Group

  Jan 2008 - May 2008

  Commercial Assistant

  • Administration and orders following • Logistic organisation (transport, deliveries)• Commercial support (support and language support for business customers during visits to Spain)• Handling complaints and follow up after sale• Pricing

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  MassMutual

  Jul 2008 - Jan 2010

  Policy Administrator Italian Desk

  MassMutual Europe S.A. designs wealth-management and succession-planning solutions to address the needs of affluent clients and HNWI, operating on a cross-border basis in the European Union, primarily focusing on Belgium, Italy and Germany. MassMutual Europe distributes its products through relationships with private banks, asset managers and independent brokers.• Administration of an Italian market portfolio for the life insurance product « Private Series Italia » connected to a dedicated fund.• Link between the depositary bank in Luxembourg and the bank in Italy (private banking)• Monthly report for the clients with the progression of the fund • Orders preparation of strategy variations primes and surrenders.• Control and import on the system of NAV and change values on Bloomberg application.• Commercial support Mostrar menos

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  Harlequin Europe

  Jan 2010 - Jan 2011

  Customer Service Manager

  • Customer monitoring for southern Europe markets: Italy, Portugal, Cyprus, Greece, Malta. • Daily contact with customers• Supply chain organization: preparation of orders for merchandise in stock, transport and delivery arrangement• Prospection• Price negotiation with customers• Invoice and payment control• Contribution to professional trade exhibition in the managed countries: support in stand organization, presentation of products range to visitors, direct sales Mostrar menos

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  Elite Advisers

  Mar 2012 - May 2014

  Sales Manager

  Elite Advisers an independant financial adviser company specializing in niche investments and elitist products. Passion Investment is a concept that is a compliment to traditional investment products but with an emotional value something tangible ( luxury, wine, antiquities, art....)• Responsible for Italy, Switzerland (Ticino), Spain, Portugal, Andorra and Brazil. Evaluating new market strategies and business development• Promotion of the Elite’s Exclusive Collection funds (wines, vintage watches, diamonds, precious stones, vintage jewels)• Prospection, development of existing and new business relationships, increase of revenue within existing investors thanks to the creation of new sales tools and the international network.• Customer Relationship Management and set-up of complete distribution processes and channels: Private banking, Institutional partners, family offices, wealth management companies, independent financial advisors, life insurance companies, private clients – wealthy and HNWI Investors, EAFI's in Spain…• Presentations and events organization in different countries Mostrar menos

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  QIA Sicav Sif

  Jul 2014 - Sept 2015

  Business Development Manager

  Equi Specialized Asset Management is a Luxemburg-based, commercial global investment advisory firm specializing in fund administration.Equi Specialized Asset Management is General Partner of EQUI SICAV SIF, an “open architecture platform”, created to enable private and institutional clients to launch their own fully supported and administrated Luxembourg regulated SICAV SIF Funds.• Responsible for evaluating new market strategies, identifying long-term organizational strategic goals and business opportunities.• Prospection, development of new business relationships, increase of revenue thanks to the creation of new sales tools and the international network.• Customer Relationship Management and set-up of complete distribution processes and channels: Private banking, Institutional partners, family offices, wealth management companies, independent financial advisors, life insurance companies, HNWI. Mostrar menos

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  Societe Generale Private Banking - SGPB

  Jun 2016 - Mar 2017

  Private Banking - European Desk & Wealth Planning Desk Intern

  Société Générale Private Banking Luxembourg is part of Société Générale Group, one of Europe's leading banking groups, offering financial services, wealth management, wealth planning and other financial solutions to HNWI.Intership as part of the Master in Wealth Management:• Responsible for assisting Senior Relationship Managers of different markets in handling client files (Credits, KYC, AML, Fatca…).• Handling client’s orders. • Assisting Senior Relationship Managers in preparing researchs, presentations and meetings.• Participation to internal meetings about financial markets• Assisting Wealth Planners in analyzing client's personal situation for the proposal of tailored solutions.• Update of italian and spanish regulatory framework regarding wealth planning.• Assisting Wealth Planners in finding new business sources. Mostrar menos

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  Luxembourg Association of Wealth Managers

  May 2017 - now

  Co-Founder & VP

  Luxembourg Association of Wealth Managers, or L.A.W.M aims to bring together all Wealth Managers by facilitating relations and contacts between them. In addition to this promote, organise, and disseminate scientific, ethical and educational information referring to Wealth Management techniques and its related branches by all appropriate means to all its members. L.A.W.M encourages exchanges between all Wealth Managers based in Luxembourg and abroad. L.A.W.M is a registered Luxemburgish asbl. Mostrar menos

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  Julius Baer

  Sept 2017 - Jan 2022

  Julius Baer is the leading Swiss private banking group dedicated to serving and advising sophisticated private clients and financial intermediaries from around the world.

  • Sales Manager Intermediaries Europe

    Oct 2020 - Jan 2022

  • Relationship Manager Assistant - Financial Intermediaries

    Sept 2017 - Oct 2020
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  Edmond de Rothschild

  Jan 2022 - Jan 2023

  Relationship Manager
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  CaixaBank Banca Privada

  Jan 2024 - now

  Director