Paola Matulli

Paola Matulli is an accomplished MBA-qualified sales professional with a remarkable history of attracting new clients and maintaining high client retention rates throughout her career in private banking and asset management in both the UK and Switzerland.

With eight years of experience in the financial sector, Paola has established herself as a global traveler with a strong academic background and international exposure. She is fluent in English, French, and Italian, adding to her versatility and ability to engage with a diverse range of clients.

Paola's educational journey includes studying for an MBA at Universität St.Gallen in Switzerland, participating in an international student exchange program at Waseda Business School, and pursuing a Master's degree in International Relations at the Graduate Institute of International and Development Studies. She also delved into Cold War Studies at UC Santa Barbara and obtained a B.A. in International Relations from Alma Mater Studiorum - Università di Bologna, showcasing her intellectual curiosity and commitment to continuous learning.

In terms of professional experience, Paola has held key roles in prestigious organizations, such as serving as an Executive Director at Bellecapital, Director Private Banker for Key Clients and Family Offices at Barclays, and contributing to the Investment Management Division at Goldman Sachs. Her career journey also includes positions at Monterosa Group, where she was part of the Sales Team as a Relationship Manager, and at JP Morgan Private Bank as an Account Transition Specialist. During her studies, she successfully navigated a Compliance Specialist role at Steinmetz Diamond Group of Companies, emphasizing her ability to balance academic pursuits with practical industry experience.

Paola Matulli's expertise in sales, private banking, asset management, and compliance, coupled with her multicultural background and proficiency in multiple languages, positions her as a well-rounded professional with a global perspective. Her strategic approach to client acquisition and retention, combined with her educational achievements and diverse work history, underscores her value in the financial sector.