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Work Background
Banco BestTeam Manager
Oct. 2014Porto e Região, Portugal• Coordinator of a senior team of 14 financial consultants, responsible for managing a portfolio exceeding 105 million euros, achieving an annual growth rate of +23% (Year-on-Year).
• Directed team efforts towards achieving Board-set commercial and strategic objectives, leveraging effective negotiation strategies.
• Facilitated personal and professional development through guidance, training, and support.
• Played a key role in talent acquisition, ensuring a skilled team conducive to overall success.
Banco BestSenior Relationship Manager (Investment Banking) | Financial Advisor
Oct. 2014 - Dec. 2018Porto, Portugal• Exceeded Objectives: Consistently surpassed performance objectives, achieving a success rate exceeding 100% from 2014 to 2018.
• Customized Investment Plans: Designed tailored investment plans catering to individual client needs by incorporating a diverse range of financial instruments such as ETFs, Investment Funds, Equities, Bonds, and Derivatives.
• Portfolio Performance Tracking: Generated comprehensive financial reports to meticulously track and analyse client portfolio performance, providing crucial insights for strategic decision-making.
• Global Market Analysis: Conducted in-depth research on global financial markets (American, European, and Asian), studying complex trends like interest rate cycles and economic cycles to inform investment strategies.
BarclaysAccount Manager (Retail Banking) | Business Development
Aug. 2008 - Oct. 2014Porto e Região, Portugal· Spearheaded Barclays' digital strategy in 16 branches
· Supported and monitored 14 branches in northern Portugal
· Achieved 20% growth in customer portfolio and turnover
· Developed investment plans optimizing risk-return balance
· Analyzed and made credit decisions, assessing associated risks thoroughly
PT ContactAccount Manager | Team Manager
Apr. 2002 - May. 2008Porto e Braga· Consistently ranked top three nationally for 6 years, named best account manager 4 times
· Led, supervised, and managed a 12-member team
· Created, developed, and implemented strategies for achieving commercial objectives
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