Visiting Assistant

• Feb 2021 - Present

Senior Business Partner

• Mar 2018 - Present

Diretor

• Sep 2018 - Mar 2019

Diretor

• Jun 2015 - Feb 2018

Chief Investment Officer

• Jan 2010 - May 2015

Investment ManagementResponsible for setting up internal fund management capabilities previously outsourced and head a team managing a portfolio of funds with assets under management above € 1 bn.

Head of Private Banking Marketing

• Feb 2005 - Dec 2009

The Private Banking Marketing Department covered both domestic and international operations (the last, in two booking centres). Main management responsibilities:- Product, Price and Brand/Communication;- Private Banking’s specific IT Systems and Infrastructures (including new solutions in the fields of Clients’ Portfolio Performance Measurement, Clients’ Portfolio Asset Allocation and Sales Force Management);- Procedures, Rules and Internal Controls;- Private Bankers’ Training and Certification Programs, Customer and Personnel Satisfaction Improvement Programs, and Private Bankers Incentive Systems;- Information Mangement.Best Private Bank in Portugal Award by Euromoney in 2005 and 2006. Show less

Wealth Management Advisory Unit Coordinator

• Feb 2005 - Dec 2009

Led teams in two locations, en liaison with WM Strategy & Products, based in London, with the following responsabilities:- Financial Advisory of Private Banking Clients;- Support the distribution process of third party mutual funds;- Trading Desk of OTC financial instruments for all Group Private Banking Units in Portugal and abroad.

Head of Corporate and SME Online Banking

• Oct 2003 - Jan 2005

Led 3 teams responsible for:- Web Functional Development and Commercial Promotion;- Contracts and Operations;- Customer Support Call Center.In 2003, Global Finance rated the web site, then know as Managerland, as the Best Corporate/Institutional Internet Bank in Portugal, and the Best Corporate/Institutional Integrated Site in Europe.

International Project Manager

• May 2000 - Sep 2003

Managerland was a joint venture company between Millenniumbcp and Banc Sabadell responsible for the development of a new Corporate and SME Online Banking solutions for both banks. Led teams with both Portuguese and Spanish members, responsible for the functional development, marketing and internal training and promotion of the new online banking solution. Managerland was a joint venture company between Millenniumbcp and Banc Sabadell responsible for the development of a new Corporate and SME Online Banking solutions for both banks. Led teams with both Portuguese and Spanish members, responsible for the functional development, marketing and internal training and promotion of the new online banking solution.

Deputy Director of BPA Corporate and SME Marketing

• May 1999 - Apr 2000

Led a team of marketing managers with strong involvement in the developing and promotion of new electronic cash management and cash pooling solutions.

Head of Financial Markets Research, Chief Economist of Banco Cisf

• Oct 1993 - Apr 1999

Set up of a Financial Markets Research Department at Banco Cisf, then the investment bank arm of BCP Group. Led a team working in close connection with the Capital Markets Division, support internal investment and trading decisions (ALM Committee and Trading Room) and producte research addressing corporate clients’ risk management needs. Contributor to the forecasting pool of the ECB.

Economist

• Sep 1988 - Sep 1993

Economist at the Banco de Portugal’s Foreign Department, with responsibilities in international financial markets research, advice on foreign exchange policy and reserve management decision making and foreign exchange market regulation and supervision. Economist at the Banco de Portugal’s Foreign Department, with responsibilities in international financial markets research, advice on foreign exchange policy and reserve management decision making and foreign exchange market regulation and supervision.