Matteo Penza

As a professional with experience in various roles, I have discovered that my passion resides in the financial industry,
particularly in the banking sector. Given my keen interest in finance and my strong desire to assist clients in understanding
their requirements and receiving top-notch services, I am firmly committed to pursuing a career in this industry.
One of my strongest skills is communication, which I believe is a critical component of being an effective financial advisor.
Clear and concise communication is essential for an effective financial advisor to explain complex financial information in a
way that is easy for clients to understand, ensuring informed decision-making. Furthermore, strong communication skills are
also vital for building relationships with colleagues and industry professionals, which can provide valuable insights and open
up new opportunities.
My goal is to work as a financial advisor for a reputable company, building a solid foundation of experience and knowledge in
the field. With a focus on communication and a dedication to helping clients achieve their financial goals, I am confident that I
can make a valuable contribution to any organisation in this industry.

Company:
LLOYDS BANK
❖ Collaborate with Schroders to provide clients with top-tier financial guidance on private banking products and work effectively with Financial Advisors, Branch Managers, Branch staff, and Product partners;
❖ Demonstrate expert knowledge of various financial products and analyse financial and collateral
information to determine creditworthiness;
❖ Engage with Financial Advisors, clients, and associates during securities-based lending;
❖ Use standard office equipment and necessary software to create various documents;
❖ Display excellent business development and marketing skills, consistently achieving top revenue results;
❖ Demonstrate positive initiative and leadership in a fast-paced work environment;
❖ Efficiently manage transactions while maintaining relationships with Financial Advisors and clients;
❖ Organise and manage multiple tasks and assignments with frequently changing priorities and deadlines, making recommendations for policy and procedure changes as necessary.

• Advanced Diploma Financial Advisor Level 4 (Present – UK Professional Development Academy LTD, Bristol)
• Advanced Diploma in Finance Level 7 (January 2023 – UK Professional Development Academy LTD, Bristol)
• Advanced Diploma in Business Development Level 7 (December 2022 – Oxford Study Centre, Bristol)
• Master Executive Project Management: Agile and Lean Organisation (October 2020 – LifeLearning, Italy)