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Filipe Vieira is a seasoned finance professional with expertise in trading platforms, risk management, and financial instruments. He has worked with top financial institutions, including Saxo Markets UK and Saxo Bank, and has experience in managing Iberia and LatAm clients, as well as providing support on risks, returns, and features for a range of asset classes. He is fluent in Portuguese, English, Spanish, and French, and holds a degree in Business Administration and Management from Universidade Católica Portuguesa.

Experience

  • Saxo Markets UK
    • London, United Kingdom
    • Manager Global Sales Trading
      • Jun 2015 - Present
      • London, United Kingdom

      Responsible for the day to day management of Iberia and LatAm clients (institutional and retail). Expertise at enabling banks, fund managers, wealth managers and family offices to effectively utilize trading platforms. Provide support on risks, returns and features for a large range of asset classes and financial instruments (FX, Cash Equities, Fixed Income, Futures, Options and others derivatives).

  • Saxo Bank
    • Madrid, Madrid, Spain
    • Client Trading Services
      • Jan 2014 - May 2015
      • Madrid, Madrid, Spain

      Service all retail and Institutional clients from Iberia and LatAm. Risk management on board range of asset classes. Point of contact for platform, trading and account queries.

  • Perfect Residence, Lda
    • Oporto y alrededores, Portugal
    • Chief Financial Officer
      • 2010 - 2013
      • Oporto y alrededores, Portugal

      Responsible for financial, administrative, accounting and tax. Support all commercial activities.

    • Chief Financial Officer
      • 2006 - 2010
      • Vila do Conde, Portugal

      Responsible for financial, administrative, accounting and tax. Treasury and financial management. Management control (planning, budget and reporting). Supervision of Information Systems. Management HR department.

    • Sales Trader
      • 2003 - 2006
      • Oporto y alrededores, Portugal

      Support an active client base/relationships. Cross sell and suggest market opportunities. Monitor trading activity on board class of financial instruments.Management and coordination of investment portfolios

  • DIF Broker
    • Oporto y alrededores, Portugal
    • Sales Trader
      • 2000 - 2003
      • Oporto y alrededores, Portugal

      Support an active client base/relationships. Cross sell and suggest market opportunities. Monitor trading activity on board class of financial instruments.

  • BDP - Oporto Derivatives Exchange
    • Oporto y alrededores, Portugal
    • Clearing House Technician
      • 1996 - 2000
      • Oporto y alrededores, Portugal

      Responsible for the clearing services of Exchange Products and OTC Instruments. Provide ongoing support to clients (internal and external) with respect to margin methodologies, market risk, operations and technology. Trainer of Front/Back Office, Repos and Securities Lending Operators.

    • Junior Analyst
      • 1993 - 1996
      • Oporto y alrededores, Portugal

      Management, coordination and supervision of subsidiaries portfolio.Corporate finance. Monitoring MBO and MBI operations. Strategic and value consulting.

Education

  • 1989 - 1995
    Universidade Católica Portuguesa
    Business Administration and Management, Finance, General
  • 1998 - 1998
    MEFF - Sociedad Rectora de Productos Derivados, Madrid
    Mercado Español de Futuros Financieros

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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