Years of experience: 22
Investor & VCFinancial AnalystSales & BizDevInvestment OfficerInvestment BankerConsulting
Trust Score
Exceptionally trusted; proven professional excellence.
Paulo's Career Path
Oct. 2014 -Present
Banco BestTeam Manager
Porto 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,...
Oct. 2014 -Dec. 2018
Banco BestSenior Relationship Manager (Investment Banking) | Financial Advisor
Porto, 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: Genera...
Aug. 2008 -Oct. 2014
BarclaysAccount Manager (Retail Banking) | Business Development
Porto 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