Years of experience: 6

Financial PlannerInvestment OfficerFinancial AnalystPortfolio ManagerFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Rui's Career Path
Investment ConsultantJun. 2025 -
Present
Bárbara Macedo InvestmentsInvestment Consultant
Braga, Braga, PortugalAs a self-employed investment consultant at Bárbara Macedo Investments, I provide specialised and tailored services in the field of capital markets investment management, focused on the needs and objectives of each client. My work encompasses the creation of bespoke investment portfolios, designed to reflect each client's risk profile, financial goals, and individual preferences, employing a ...
Sales ExecutiveNov. 2023 -
Aug. 2025
GANTSales Executive
Braga, PortugalAs a Sales Executive at Gant's retail division, I played a key role in delivering exceptional customer service, managing sales transactions, and upholding the brand's standards. This role provided me with valuable experience in customer relationship management, inventory control, and sales techniques. It was also my first position upon returning to my home country, offering me the opportunity...
Business Development Representative - Nordics, UK and PortugalJun. 2022 -
Aug. 2023
Intelex Technologies ULCBusiness Development Representative - Nordics, UK and Portugal
Reading, England, United KingdomAt Intelex I worked as a Business Development Representative where I was responsible for acquiring SALs ( Sales Authorize Leads ) by doing lead generation and prospecting for new clients, dealing with inbound emails and MQLs ( Marketing Qualifying Leads ), presenting and showcasing Intelex and our solutions, qualifying the prospect and creating Value Propters ( MEDDIPPC based )that are handle...

Rui's Posts

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    How I can help you

    I conduct thorough research and analysis to craft detailed reports, ensuring all vital information is covered. Regular meetings are held to grasp client needs. My unconventional approach helps identify unique investment opportunities.

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    People I am looking for

    Ideal Clients: - Personal clients - Small businesses

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    Experience & Cases

    Achievements: - 2 clients with 15% ROI Previous Clients: - Diogo Almeida - Hugo Azevedo

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    How to contact

No responses yet
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    How I can help you

    • Assess client needs and risk profile • Identify investment goals • Diversify capital effectively • Develop tailored investment strategies

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    People I am looking for

    • Professionals starting investment journey • Individuals seeking portfolio diversification • Ambitious learners in investment field

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    Experience & Cases

    • Educated beginners on market dynamics • Corrected misconceptions for informed decisions • Created tailored portfolios • Worked with entrepreneurs and high-end professionals

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    How to contact

No responses yet
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