2016 Finance Awards

4 / International Finance Awards 2016 www.acquisition-intl.com/2016-finance-awards Vania Franceschelli works as a freelance consultant as part of Allianz Bank, supporting their clients worldwide with investment products and support. In her opening comments Vania discusses her clients, service offering and overall approach. “As part of my work I support my clients in obtaining bespoke products which are tailored to their individual needs. My work is varied and I deal with investments, portfolio construction, planning resources for families and companies, planning hereditary questions, pension planning, protection of capital, financing and mortgages, financial education for students and families, consultancy of portfolio of third party banks. My typical clients are industrialists, professional people (doctors, lawyers, architects etc.), foundations and families.” “When a new customer wants to entrust their money to my office, I begin by first of all asking the customers questions about the depth of his knowledge in economic matters and what he/she expects from my profession. It is a very important factor in my profession to fill out meticulously the MiFID questionnaire. This form contains all the information about the new customer’s needs and also what the customer has already realized, so that I understand from the start what the client requires and how best to handle their money. Working alongside Allianz Bank, Vania has adopted their mission and client focus, as she is eager to emphasise. “My mission is the same as that of Allianz Bank: “to grow and our customers grow”. A good financial advisor should annually grow assets under management by at least 10%, correctly administering the assets of customers already acquired and acquired new customers. The markets nowadays are pervaded by uncertainty, so I think my profession is now even more important and must provide clients with advice and support which meets their needs. “The customer to me is the centre of my activity and I have to nurture them and help them to grow. For me the determination, responsibility, ambition, passion and even a little irony are the keys to my profession. I also often attend refresher courses on various European regulations (Mifid II, IMD II, Priips etc.) in order to offer the very highest standard of advice possible, as I believe that the constant update on my profession is very important to ensure my customers get the best service and consultancy.” The finance industry in Europe is undergoing a major transformation. The introduction in 2018 of the Mifid II will profoundly affect it, as Italian customers are a clientele accustomed to saving, but clients have little financial education. Working in such a developing market, it is vital that firms such as Vania’s differentiate themselves. What sets Vania, she states, is her collaboration with Allianz Bank. “Overall I believe that what sets my work apart in a highly competitive market is careful planning and collaborating with a leading company which utilizes highly competent, highly experienced, consultants with a deep knowledge of their products, markets and their customers.” In the future Vania is eager to see more women move into finance and is looking forward to the opportunities the ever evolving industry will bring. “The finance industry is constantly developing and I look forward to taking advantage of the opportunities this will bring me going forward. I would like to see more women enter this industry and will be working hard to support them wherever I can. “Overall in order to see my business grow I believe that the role of the consultant must take on a more social value for the community today and for future generations.” Company: Allianz Bank Name: Vania Franceschelli Email: [email protected] Address: Via Circondaria Nord nr.25 41013 Castelfranco Emilia - Modena - Italy Telephone: + 39 3356303613 Vania Franceschelli is a tied agent working with Allianz Bank, a leading Italian banking and financial services specialist. We spoke with Vania to learn more about her and the services she provides. Best Financial Adviser 2016 - Italy “Communication is also vital to my approach, and I aim to call each client regularly and meet with them all around once a month so that they are fully appraised of the status of their investment and feel supported.”