The role of a personal financial advisor : handbook
Junin, Sophie (2021)
Junin, Sophie
2021
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-202101261572
https://urn.fi/URN:NBN:fi:amk-202101261572
Tiivistelmä
The purpose of this thesis was to collect information on the role of a personal financial advisor in the Italian banking system. The main goal was to create a handbook that analyses the customer profiling process and five financial instruments. The theoretical section explores the features of five financial instruments that are considered crucial and central in the work of an advisor.
The data were collected from a series of interviews with a successful financial advisor at the case company, Fineco Bank. The interviews were conducted via phone, they were recorded and subsequently transcribed.
The results of the collected analysed data suggest that a personal financial advisor plays a key role between a bank and its customers in educating them and helping them make better investment choices. The results further suggest that the relationship between a financial advisor and their customer is very delicate and needs continuous detailed efforts. The data analysis and handbook offer insights in a personal financial advisor’s operations and Fineco Bank’s general processes.
The data were collected from a series of interviews with a successful financial advisor at the case company, Fineco Bank. The interviews were conducted via phone, they were recorded and subsequently transcribed.
The results of the collected analysed data suggest that a personal financial advisor plays a key role between a bank and its customers in educating them and helping them make better investment choices. The results further suggest that the relationship between a financial advisor and their customer is very delicate and needs continuous detailed efforts. The data analysis and handbook offer insights in a personal financial advisor’s operations and Fineco Bank’s general processes.