Claire Portelli joined Jesmond Mizzi Financial Advisors Limited in February 2021, assuming the role of Business Development and Insurance Officer. Prior to her tenure with the company, she dedicated over two decades to a local bank, primarily on the front line, delivering professional customer service to both corporate and personal clients. This was complemented by a brief stint in regulatory compliance. Drawing from her experience in sales within an international pensions environment, Claire brings a wealth of expertise in retail banking, investment advice, and pension planning to her current position.
In 2010, Claire completed a Diploma in Management from the University of Leicester, and in 2004, she earned her CeFA qualification from the Institute of Financial Services.
In her current capacity, Claire holds the responsibility of generating new business and providing comprehensive solutions in investments, long-term savings, and pensions. She excels in maintaining ongoing relationships with customers, leveraging her extensive background in retail banking and financial services.
