Recommended expert

Elio Marescalchi

Financial Advisor Trainee

Elio Marescalchi
Eimeldingen, Germany

Experience

Aug 2024 - Present
1 year 6 months
Birsfelden, Switzerland

Financial Advisor Trainee

Swiss Life Select

  • Advising private individuals and small and medium-sized businesses on retirement planning, insurance and investments
  • Developing individual financial strategies
  • Acquiring new clients
Jan 2023 - Dec 2024
2 years
Eimeldingen, Germany

Freelance Contractor

e-mare Company

  • Developing digital learning content and online training
  • Client consulting and project management
Nov 2019 - Jun 2023
3 years 8 months
Basel, Switzerland

Financial Advisor / Trainer / Planner / Developer

MEV Schweiz AG

  • Customer support
  • Planning training courses and trainers
  • Client acquisition and contact
  • Social Media
  • Development of learning materials
  • Customer calls via telephone
Feb 2011 - Jun 2023
12 years 5 months
Basel, Switzerland

Freight Train Driver / Security Officer in Rail Operations

MEV Schweiz AG

  • Worked as a train driver and security officer in rail operations

Summary

Consultant with strong practical experience, digital skills and a keen sense for customer needs.

Many years of experience in adult education and project management.

Active since 2024 in insurance and pension advice – aiming to develop holistic and sustainable solutions.

Skills

  • Financial Consulting
  • Trainer / Planner / Developer
  • Customer Support
  • Planning Training And Courses
  • Trainer / Customer Acquisition / Customer Contact
  • Social Media
  • Development Of Learning Materials
  • Customer Calls Via Telephone
  • Adobe Photoshop
  • E-learning Tools
  • Ms Office
  • Front-end
  • Back-end
  • Web Design
  • Various Programming Languages
  • Class B Driving License
  • Volunteer Work As Board Member Of Minnesota Vikings Fans Germany E.v.

Languages

German
Native
English
Advanced
Italian
Advanced

Education

Sep 2007 - Feb 2011

Medam GmbH

Apprenticeship as an 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, Basel

SVEB Certificate Course Instructor

klubschule Migros, Basel

Class B Driving License

August-Macke-Schule, Kandern

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