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Work Background
Santander Private BankingPrivate Banker
Oct. 2023Portugal
Santander PortugalPrivate banker
Oct. 2023Porto, Portugal
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.
Banco Santander TottaSenior Account Manager
May. 2008 - May. 2009Porto, PortugalProviding a broad range of financial services and advise - advising clients on a variety of financial topics from life insurance to investment funds. Recommending products and services, and assisting their accounts. Providing guidance for long-term future planning, assisting clients in areas such as pension arrangements and investments. Recommending particular products and services. Managing customer portfolios up to EUR55M
BanifForeign department manager
May. 2001 - May. 2008PortugalManaging global commercial relations with a wide range of international banks Handling Global money transfers, Risks and Credits.
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