Banco Santander TottaSenior Investment Manager
Apr. 2009Matosinhos, Porto, PortugalEvaluate financial reports while providing accurate investment advice to clients together with regular updates regarding the status of their portfolios.
Providing a large variety of financial services, including housing and car finance, wealth management, services pension funds and retirement planning.
Responsible for keeping track of changes in the financial markets and executing investments.
Managing client's investment portfolios targeting their growth.
Sourcing new clients throughout networking.
Managing customer portfolios up to EUR75M.