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Rodolfo Lia, CWMA

Rodolfo Lia, CWMA

Followers of Rodolfo Lia, CWMA1000 followers
location of Rodolfo Lia, CWMALugano, Ticino, Switzerland

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  • Timeline

  • About me

    RM External Asset Manager

  • Education

    • Banking and Finance HFBF

      2006 - 2009
      Degree in Banking and Finance HF

      Scuola specializzata Superiore in Banca e FinanzaDiploma Federale di Economista bancario SSS. Conseguito Presso Centro Studi Bancari, Lugano (Svizzera).

  • Experience

    • BNP Paribas in Switzerland

      Jan 2004 - now

      RM focused on the development of the domestic and international External Asset Managers market.

      • Relationship Manager

        Jul 2022 - now

      • Team Leader External Wealth Managers Lugano Branch

        Jun 2014 - Aug 2022

      • Wealth Advisor

        Jan 2012 - Jun 2014

      • Junior Istitutional Relationship Manager

        Jan 2010 - Dec 2011

      • Assistant Private Banking

        Jan 2004 - Dec 2010

    • Cornèr Banca SA

      Mar 2025 - now
      Consulente External Asset Manager

  • Licenses & Certifications

    • Economista Bancario SSSBF

    • Certified Private Banker LSFin Ready

      ISFB - Institut Supérieur de Formation Bancaire

    • CWMA

      SAQ Swiss Association for Quality
      Jun 2024

    • BNP Paribas Certified Private Banker - Switzerland

      BNP Paribas Wealth Management
      Jan 2018