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Work Background
Itaú BBA in EuropeItaú Private Bank - Head of Credit & Account Services VP |
Jan. 2024Lisboa, PortugalIn my role as Operations VP and Head of Credit & Account Services at Itaú Private Banking International, I am tasked with supervising the operations of Credit and Account Services, leading a team, and refining processes to guarantee top-tier client service. My strategic implementations have bolstered operational efficiency and refined account management procedures, significantly contributing to the institution's prosperity. My leadership and decision-making prowess have been pivotal in managing risks and fostering ongoing enhancements in operational practices. Enhanced the efficiency of credit and account services processes. Executed risk management strategies to protect the organization's interests. Refined account management procedures, boosting client contentment and experience. Directed and inspired a team towards achieving operational distinction and organizational objectives. Applied analytical acumen to pinpoint and improve process inefficiencies. Initiated and realized projects to advance credit operations and account services.
Itaú BBA in EuropeItaú Private Bank International - Head of Banking and Account Management VP
Sep. 2021 - Jan. 2024Lisboa, PortugalHead of Payments, Treasury, Account Management, Credit Operations Teams in Itaú Private Bank International
BNP Paribas Wealth ManagementHead of Credit at Portugal International Markets Hub
Nov. 2020 - Sep. 2021Lisboa, PortugalCredit activity and Team management in Portugal International Markets Hub to service European sitesof BNP Paribas Wealth Management, in close coordination with Switzerland, Luxemburg, Paris Head Office and Germany. Responsible for supervision of the team, as well as daily coordination with the European sites, problem solving, project management in nearshoring activities, credit controls.
BNP Paribas Wealth ManagementSecurities Masterfile - Investment Funds Team Leader | Portugal International Markets Hub
Jan. 2018 - Nov. 2020Lisbon - PortugalControl conformity and integrity of financial instruments database. Appart from Investment Funds, also knowledge of other security types that include; domestic/international equities, fixed income, and derivatives (Swaps, Futures, Options, Forwards, Warrants, etc.); Significant experience with key data providers, such as Bloomberg, Euroclear, Telekurs, Reuters, ClearStream. Daily access to information through automated data feeds and/or online data terminals; Ensure production and control support concerning opening and monitoring of all financial instruments : liaise with trading, account managers and other departments; Ensure that securities are setup and delivered timely and accurately to the Valuation Teams;
BNP Paribas Wealth ManagementSecurities Masterfile - Senior Officer
Sep. 2015 - Jan. 2018Lisbon, PortugalWealth Management International at BNP Paribas Control conformity and integrity of financial instruments database. Security types include; domestic/international equities, fixed income, and derivatives (Swaps, Futures, Options, Forwards, Warrants, etc.); Significant experience with key data providers, such as Bloomberg, Euroclear, Telekurs, Reuters, ClearStream. Daily access to information through automated data feeds and/or online data terminals; Ensure production and control support concerning opening and monitoring of all financial instruments : liaise with trading, account managers and other departments; Ensure that securities are setup and delivered timely and accurately to the Valuation Teams;
NOVO BANCOFunds Administration Technician at Operations Department
Dec. 2012 - Jul. 2015Tagus ParkOperations associated with the Funds Administration, especially Investment Funds, main tasks focused on revision/improvement of processes and activities in order to increase the area’s efficiency, on the multiple internal management IT platforms, and Banks / Asset Management related to the GBES/Novo Banco. Direct contact regarding investment funds operations whit the various Asset Management societies, International and Domestic Banks and Euroclear/ Fundsettle. Direct intervention, in control and reporting management tasks regarding NAV’s, Corporate actions processes - events (in which includes dividend payments, mergers, fund liquidations), and the several account funding as well as internal accounting, all relating to the Investment Funds daily activities. Several Investment Funds related information systems design, testing and implementation.
Banco Espírito SantoRisk Department – Operational Risk Technician
Dec. 2011 - Dec. 2012Lisboa e Região, PortugalConceptual design and regular production of reporting templates on operational risk to The Group’s Basel II Steering Committee Active interaction in data gathering and communication with process owners responsible for self-risk assessment, and it´s implementation. Supervision and active support in data collection of bank losses – across the Group’s international risk organization structure (including other companies and banks of GBES) Definition and integration of key risk indicators in Operational Risk Management System
Banco Espírito SantoPayments Technical Specialist
Apr. 2009 - Dec. 2011Tagus ParkReporting directly to the department’s Direction, regarding the payments activit: Project management in the Payments Department. National and International Payments and Collections process adaptation to SEPA (design and implementation). National and International Payments and Collections IT adaptation to SEPA (design and implementation). Business and IT requirements definition. Leading the test & training team and activities, including the Bank and several of their most important clients. Manage and monitor the preventive, evolutionary and corrective IT maintenance. Project management, team leading and implementation of several other projects in the Payments and Collections department.
Banco Espírito Santo S.A.Technician at Operations Department in Operational Information
Aug. 2008 - Mar. 2009Lisboa e Região, PortugalIn the BES Operations Department the Operational Information area is transversal to all the different department areas. Articulation of improvement opportunities with Sponsors and identification and preparation of functional requirements. Quality control and complaints management systems as well as statistics reports. Participation in organization projects. Document management and file processing.
Banco Espírito Santo S.A.Back Office at Credit Area – Operations Department
Jan. 2004 - Jul. 2008Lisboa e Região, PortugalAnalysis of loan operations, especially to companies, credit authorities regarding approvals (thru the internal bank mechanisms - Proposals for Global Engagement and scorings). Drafting contracts, credit checking accounts, and multiple types of existing bank guarantees. Analysis and Validation of contracts in accordance with the legal framework of the same and internal regulations of the Bank; Loan management in the existing IT platforms, with several interventions in it’s development/improvements due, mainly, to legal regulations.
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