Elio M.
Trainee Financial Advisor
Experience
Aug 2024 - Present
1 year 1 monthBirsfelden, Switzerland
Trainee Financial Advisor
Swiss Life Select
- Advising private clients and small and medium-sized businesses on retirement planning, insurance, and investments
- Developing individual financial strategies
- Acquiring new clients
Jan 2023 - Dec 2024
2 yearsEimeldingen, Germany
Independent Freelancer
e-mare Company
- Developing digital learning content and online training
- Advising clients and managing projects
Feb 2011 - Jun 2023
12 years 5 monthsBasel, Switzerland
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MEV Schweiz AG
- Financial consulting
- Client support
- Planning training courses and trainers
- Client acquisition and communication
- Developing learning materials
- Social media
- Customer phone calls
- Freight train driver
- Safety officer in rail operations
- Using Adobe Photoshop, e-learning tools, MS Office, front-end, back-end, web design
Languages
German
NativeEnglish
AdvancedItalian
AdvancedEducation
Sep 2007 - Feb 2011
Medam GmbH
IHK-certified Industrial Mechanic · Lörrach, Germany
Sep 2001 - Jul 2007
August-Macke-Schule
Secondary School Diploma · Kandern, Germany
Certifications & licenses
Certified Insurance and Pension Advisor IAF
Swiss Life Select Switzerland
Course Instructor AdA FA-M1
klubschule Migros
SVEB Certificate Course Instructor
klubschule Migros
IHK-certified Industrial Mechanic
Medam GmbH
Class B Driving License
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