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Roberto Vittorio

Roberto Vittorio

Consultant manager

En poste mais ouvert à des opportunités LieuFrance

Coordonnées

Ajouter Ajouter à mes relations Envoyer un message Options Rédiger une recommandation Afficher les coordonnées

Expérience

15 ans et +Expérience

Formation

Bac - Bac+2 Mechanical Engineering

Roberto Vittorio

Roberto Vittorio

Consultant manager

Résumé

Working experience

Nov 2015 – To date
Royal Bank of Canada – Luxembourg and Dublin
Consultant Manager

Responsible for providing high quality client service to an assigned group of key clients, through the management of day-to-day activity and long term projects. My job consists in handling investment managers and operational teams’ queries to ensure smooth completion of trade settlement of asset classes and cash processing activity before funds NAV calculation.

Main duties:
• Transaction settlement failures control and resolution.
• Collateral management and margin verification.
• Cash processing failures resolution.
• Account opening at third party sub custodians.
• UCITS V reconciliation support.
• Monthly KPI analysis review with customers.
• Claims management.

Projects
• Swift file testing
• Operational procedures harmonization and improvement.

Jan 2010 – Nov 2015
WHSelfinvest SA, Derivatives broker (futures, CFDs, Forex) – Luxembourg
Customer Business Development – Private Banking.

Main duties:
• Client onboarding (AML, KYC).
• Understanding and keeping up-to-date on OTC derivatives instruments.
• Investment advisory through the technical analysis of the financial instruments.
• Meetings with new acquired customers to set up ad hoc workflows and strategies.
• Overseeing and supporting customers in their BAU activity.
• Managing and maintaining the prospect database and the client service tools.
• Setting up of the relationship and the SLA with the depositary banks.
• Reviewing and translation of contracts with third party suppliers, application forms and all legal documentation. In general, any documentation related to the Italian market.
• Organizing and representing the company in dedicated exhibitions and other sales & marketing events.
• Web marketing campaign: negotiation and organization of third party websites campaign.


Mar 2004 – Dec 2009
Barclays Bank Plc- Wealth Management Milan
Risk & Operations Manager – Private Banking.

Main duties:
• Supervising Back and Middle office activities
• Client on boarding control process (AML, KYC).
• Customer investment profile review (hedge funds, derivatives, stocks, fixed income) and credit (collateral and margin checks).
• Periodical reporting to Regulatory bodies (Consob, Banca d’Italia).
• Key contact point for internal and external auditors.
• Set up of operational procedures and review of the Terms and Conditions.
• Review of 3rd party Mutual Funds agreements and set up appropriate workflows.
• Customer support for UHNW Individuals.
• Regulatory, cost-benefit, operational and operational impact analysis of investment proposals, consisting mainly in ad hoc structured products.

Projects:
• Implementation of MIFID regulation
• Set up of the middle and back office platform for the trading of Italian stocks.

Nov 1996 – Dec 2003
Flemings A.M.- J.P. Morgan Fleming A.M. – Luxembourg and Milan
Head of Operations.

• Led and coached a team of eight people in charge of administering private investors and handling queries from fund distributors.
• Wrote all operational procedures for internal use and the fund’s investment guide for institutional investors.
• Successfully reconciled old reconciliation breaks.
• Key contact point for Sales office, their group of clients and external co-operating entities such as outsourcing partners and relevant correspondent banks.
• Take part in the definition of the fund onboarding process.
• Monitoring the launch process and shaping administrative activities.
• Funds distribution support and follow up on client request including ad-hoc reporting.
• Promoted full utilization of electronic commerce applications.
• Participate in the review and implementation of regulatory projects.
• Member of the team responsible for the introduction of the Euro and the Y2K compliance.

Jan 1992 – Oct 1996
Banca Akros - Milan
Back office agent.

• Reconciliation, compensation and security loans.
• Responsible for the anti-money laundering controls.
• Account opening

Expérience Expérience

2015 2015

Consultant ; Manager chez Royal Bank of Canada

Lieu

Nov 2015 ? To date Royal Bank of Canada ? Luxembourg and Dublin Consultant Manager Responsible for providing high quality client service to an assigned group of key clients, through the management of day-to-day activity and long term projects....Lire la suite

2015 2010

Private Banking chez OTC

Lieu

Jan 2010 ? Nov 2015 WHSelfinvest SA, Derivatives broker (futures, CFDs, Forex) ? Luxembourg Customer Business Development ? Private Banking. Main duties: Client onboarding (AML, KYC). Understanding and keeping up-to-date on OTC derivatives instruments. Investment...Lire la suite

2009 2004

Wealth Management ; Operations Manager ; Private Banking ; Customer support chez Barclays Bank Plc

Lieu

Mar 2004 ? Dec 2009 Barclays Bank Plc- Wealth Management Milan Risk & Operations Manager ? Private Banking. Main duties: Supervising Back and Middle office activities Client on boarding control process (AML, KYC). Customer investment profile review (hedge...Lire la suite

2003 2003

chez Flemings A

Lieu

2003 Flemings A.M .- J .P. Morgan Fleming A.M. ? Luxembourg and Milan Head of Operations. Led and coached a team of eight people in charge of administering private investors and handling queries from fund distributors. Wrote all operational procedures...Lire la suite

1996 1992

clerk chez Akros

Lieu

Jan 1992 ? Oct 1996
Banca

Akros
- Milan
Back office
clerk
.
Reconciliation, compensation and security loans.
Responsible for the anti-money laundering controls.
Account opening

Formation Formation

1987 1982

Mechanical Engineering chez E.Torricelli Milan

LieuMilano, Italie

  • Esprit d'analyse
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    Flexible
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    Flexible

    Dynamique
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    Dynamique

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    Esprit d'équipe

  • Italien Italien Langue maternelle

    français Français Courant

    Anglais Anglais Courant

    Albanais Albanais Intermédiaire

  • Informatique Informatique

    MS Office Powerpoint AS400 Avaloq Trading Platforms

    Intérêts Intérêts

    Rugby, reading, cooking, ashtanga yoga

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Des milliers de professionnels de la finance utilisent Dogfinance pour faire évoluer leurs carrières

457 837 Professionnels
7 144 Offres d'emploi
2 025 648 Mises en relation

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