Angelo Wu
Insurance Financial Advisor @Generali
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WORK HISTORY
Insurance Financial Advisor @Generali
Milan, IT
Working as P&C and Life Insurance advisor for private and business clients. Redesigning private and SME insurance portfolio strategies, facilitating a diversified protection plan tailored to the client’s unique risk profiles. Consulting about risk awareness and tax benefits on specific insurance policies. Pension Fund Specialist, providing long-term financial planning and investment advice to 100+ clients. Coaching about technical, tax and legal aspects of Personal Pension Products to new entries. Reviewed 200+ contract underwritings. Managing customer relationships, and collaborating with clients’ accountants and lawyers to deal with their specific needs. Communication and negotiation skills. Sales through Warm and Cold calling. Knowledge in IDD, MiFID 2, AML
EDUCATION
Zhejiang University
Summer School, Chinese Language and Literature
Università Cattolica del Sacro Cuore
Bachelor's degree, Business/Managerial Economics
ABOUT ANGELO WU
I assist businesses, wealth managers, and financial professionals in safeguarding and…
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