Marco Meroni, Cfa Email & Phone Number

Client Relations Specialist and CFA Charterholder with 10+ years experience in the investment management industry, working with institutional clients in the EMEA region. Responsible for building and managing client relationships. Through increased client engagement, ensured an improved client retention rate and created new business opportunities, diversifying and growing the business.Experience in Business Management, maintaining knowledge of the business environment, financial markets and regulatory developments, as well as, client trends, to contribute to the sales strategy. Experienced team leader, responsible for supporting junior members of the team by sharing my knowledge and experience with training and mentoring.Most recently undertaken consultancy assignments assisting UK-based asset managers to navigate the complex criteria required to launch their funds for the Italian retail market. Leveraging my experience and established network to facilitate the process.Skills: CFA | Relationship Management | Investor Relations | Sales and Distribution | Investment Management | Team Leader | Private Equity | Private Markets | Hedge Funds | Alternative Investment | Business Strategy | Product Specialist | Product Development | Multi-LingualMy experience would suit senior roles in Client Relationship Management or Investor Relations covering the UK or EMEA regions. Experience supporting clients with complex cross-border, cross-asset class, investment criteria.

Listed skills include Financial Services, Asset Management, Custodians, Mutual Funds, and 12 others.

• 

  Università Commerciale 'Luigi Bocconi'

  Economics