Joana Moura
Deputy Director at BPI Gestão de Ativos- Claim this Profile
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Topline Score
Bio
Luís Martins
I truly recommend Joana for her inner strenght, happiness and energy as a woman, for her commitment and reliability on her assignements as a professional, for her friendship and loyalty as a friend. I knew Joana in our MBA class and she is one of the most authentic people I've ever met.
Mauro Emmanuel De Lillo
I had the pleasure of participating with Joana for a couple of years at the AESE MBA, collaborating on several work teams. She is creative and hand-on. She knows her way around people Her energy to make things happen was contagious and it helped us achieve great goals. As a team member or a leader, Joana earns my completely recommendation
Luís Martins
I truly recommend Joana for her inner strenght, happiness and energy as a woman, for her commitment and reliability on her assignements as a professional, for her friendship and loyalty as a friend. I knew Joana in our MBA class and she is one of the most authentic people I've ever met.
Mauro Emmanuel De Lillo
I had the pleasure of participating with Joana for a couple of years at the AESE MBA, collaborating on several work teams. She is creative and hand-on. She knows her way around people Her energy to make things happen was contagious and it helped us achieve great goals. As a team member or a leader, Joana earns my completely recommendation
Luís Martins
I truly recommend Joana for her inner strenght, happiness and energy as a woman, for her commitment and reliability on her assignements as a professional, for her friendship and loyalty as a friend. I knew Joana in our MBA class and she is one of the most authentic people I've ever met.
Mauro Emmanuel De Lillo
I had the pleasure of participating with Joana for a couple of years at the AESE MBA, collaborating on several work teams. She is creative and hand-on. She knows her way around people Her energy to make things happen was contagious and it helped us achieve great goals. As a team member or a leader, Joana earns my completely recommendation
Luís Martins
I truly recommend Joana for her inner strenght, happiness and energy as a woman, for her commitment and reliability on her assignements as a professional, for her friendship and loyalty as a friend. I knew Joana in our MBA class and she is one of the most authentic people I've ever met.
Mauro Emmanuel De Lillo
I had the pleasure of participating with Joana for a couple of years at the AESE MBA, collaborating on several work teams. She is creative and hand-on. She knows her way around people Her energy to make things happen was contagious and it helped us achieve great goals. As a team member or a leader, Joana earns my completely recommendation
Credentials
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Customer Experience: Journey Mapping
LinkedInNov, 2022- Nov, 2024 -
Agile Leadership
Instituto Superior TécnicoJun, 2020- Nov, 2024
Experience
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BPI Gestão de Ativos
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Portugal
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Investment Management
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1 - 100 Employee
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Deputy Director
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Jun 2022 - Present
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Clients and Business Development Manager
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May 2015 - Present
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Clients and Business Development
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Sep 2013 - Present
Business strategy definition and controlDevelopment of marketing and communication materials for private and corporate clients Design and creation of new investment solutionsRecruitment and training of new talentsCorporate events organisationInternal and external institutional communication
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Banco BPI
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Banking
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700 & Above Employee
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Marketing Manager - HNWI Clients (Private Banking)
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Nov 2011 - Sep 2013
Implementation of marketing strategy plan focused on investment solutionsProduct support and training of HNWI financial advisorsCommercial campaign design and implementation Definition of KPIs for product commercial campaign Market analysis (products, segments, competitors)
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Private Banking - Marketing
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Mar 2008 - Dec 2011
Implementation of marketing strategy plan focused on investment solutions Commercial campaigns design and implementationPromotion and dissemination of commercial strategy Usage of the bank’s procedures and internal networking to solve problems
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Financial Advisor HNWI
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Mar 2007 - Mar 2008
Financial advisor of private clients affluent segment.Customer Relationship Manager.
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Online Sales Manager
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Sep 2003 - Mar 2007
Outbound Team Leader Recruitment and training Commercial and Communication expertise
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Education
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2022 - 2022
ISEG - Executive Education
Sustainable Finance -
2018 - 2020
AESE Business School
Master of Business Administration - MBA, Business Administration and Management, General -
2019 - 2019
IESE Business School
Digital Inovation -
2002 - 2006
IADE - Creative University
Licentiate degree, Marketing -
2020 -
Indian Institute of Management Ahmedabad
Indian Perspectives on Business Management
Community
