Seniority
Other
Department
Other
Location
Pistoia
Industry
Banking
Company size
11K
Contact information
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l•••••••@gruppo.bancobpm.it
Phone
5 credits+39 ••• •••• ••••
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Background
About Leandro B.
As a Personal Banker at Banco BPM, I manage client portfolios ranging from €50K to €200K, delivering comprehensive financial solutions across investments, credit, and insurance. Driven by a strong passion for behavioral finance, neurofinance, and human-centered innovation, I help clients make smarter and more emotionally balanced financial decisions, aligning strategy, trust, and technology. My role integrates wealth management, financial planning, and portfolio optimization, ensuring full compliance with MiFID II and IVASS regulations. I monitor results through AUM growth, cross-selling performance, and digital adoption, constantly refining client engagement strategies. I believe that the future of financial advisory lies in the synergy between human intuition and analytical precision. Guided by transparency, reliability, and continuous learning, I strive to deliver not only financial performance, but also emotional confidence and long-term trust.
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