Jorge Carvalho
Risk Officer at Intesa Sanpaolo Wealth Management S.A.- Claim this Profile
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Portuguese Native or bilingual proficiency
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English Native or bilingual proficiency
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French Professional working proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Tiago Coelho
I met Jorge 4 years ago when we studied together in UTAD, back then we joined multiple projects together like USC and a almost winning list for the "Núcleo de Economia". Recently we development a close and strong friendship that lead us to a 14 day trip around Europe. I consider Jorge a very motivated, smart and responsible person. Although the traits that I mostly appreciate of him are his incredible force of will and teamwork spirit. I wish him the best.
Tiago Pereira
I worked with Jorge in several projects at Nucleus of Economic Students in UTAD. This experience was very productive for both and it was possible to see how professional, practical and smart is Jorge. He also is a great team member who is always promoting a good team spirit between all the members.
Tiago Coelho
I met Jorge 4 years ago when we studied together in UTAD, back then we joined multiple projects together like USC and a almost winning list for the "Núcleo de Economia". Recently we development a close and strong friendship that lead us to a 14 day trip around Europe. I consider Jorge a very motivated, smart and responsible person. Although the traits that I mostly appreciate of him are his incredible force of will and teamwork spirit. I wish him the best.
Tiago Pereira
I worked with Jorge in several projects at Nucleus of Economic Students in UTAD. This experience was very productive for both and it was possible to see how professional, practical and smart is Jorge. He also is a great team member who is always promoting a good team spirit between all the members.
Tiago Coelho
I met Jorge 4 years ago when we studied together in UTAD, back then we joined multiple projects together like USC and a almost winning list for the "Núcleo de Economia". Recently we development a close and strong friendship that lead us to a 14 day trip around Europe. I consider Jorge a very motivated, smart and responsible person. Although the traits that I mostly appreciate of him are his incredible force of will and teamwork spirit. I wish him the best.
Tiago Pereira
I worked with Jorge in several projects at Nucleus of Economic Students in UTAD. This experience was very productive for both and it was possible to see how professional, practical and smart is Jorge. He also is a great team member who is always promoting a good team spirit between all the members.
Tiago Coelho
I met Jorge 4 years ago when we studied together in UTAD, back then we joined multiple projects together like USC and a almost winning list for the "Núcleo de Economia". Recently we development a close and strong friendship that lead us to a 14 day trip around Europe. I consider Jorge a very motivated, smart and responsible person. Although the traits that I mostly appreciate of him are his incredible force of will and teamwork spirit. I wish him the best.
Tiago Pereira
I worked with Jorge in several projects at Nucleus of Economic Students in UTAD. This experience was very productive for both and it was possible to see how professional, practical and smart is Jorge. He also is a great team member who is always promoting a good team spirit between all the members.
Credentials
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Advanced Excel - 2nd Edition
START POINT AcademyDec, 2020- Nov, 2024 -
FORMAÇÃO CONTÍNUA 2020
Asociacion ICEAJul, 2020- Nov, 2024 -
Formación de acceso para mediadores Grupo B
Asociacion ICEAOct, 2019- Nov, 2024 -
DMIF II
Instituto de Formação Bancária (IFB)Sep, 2019- Nov, 2024 -
Crédito Hipotecário
Instituto de Formação Bancária (IFB)Jul, 2019- Nov, 2024 -
European Investment Practitioner
EFPA Spain | European Financial Planners AssociationJan, 2021- Nov, 2024
Experience
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Intesa Sanpaolo Wealth Management S.A.
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Luxembourg
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Banking
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1 - 100 Employee
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Risk Officer
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May 2023 - Present
- Lombard Credits (collateral review, concentration, regulatory haircuts) - Monthly reports: LCR, ALM - Quarterly reports: COREP, LAREX, AE, FINREP, NSFR, Leverage - Lombard Credits (collateral review, concentration, regulatory haircuts) - Monthly reports: LCR, ALM - Quarterly reports: COREP, LAREX, AE, FINREP, NSFR, Leverage
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Bankinter
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Spain
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Banking
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700 & Above Employee
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Junior Risk Officer
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Mar 2021 - Apr 2023
- Credit Risk Management (admission and follow-up) - Operational Risk Management - Lombard Credits (collateral review, concentration, regulatory haircuts) - IFRS 9 Provisions (report, management) - Monthly reports: LCR, ALM, AnaCredit - Quarterly reports: COREP, LAREX, AE, FINREP, NSFR, Leverage - Credit Risk Management (admission and follow-up) - Operational Risk Management - Lombard Credits (collateral review, concentration, regulatory haircuts) - IFRS 9 Provisions (report, management) - Monthly reports: LCR, ALM, AnaCredit - Quarterly reports: COREP, LAREX, AE, FINREP, NSFR, Leverage
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Bankinter Portugal
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Portugal
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Banking
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200 - 300 Employee
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Customer Manager
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Mar 2020 - Mar 2021
- Promotion and sale of Bankinter products and services according to the needs of customers- Ensure the quality, integrity and compliance of Bankinter credit policy- Monitoring of risk alerts for default and development of strategies for their mitigation
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Commercial Assistant
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Mar 2019 - Feb 2020
- Sale of non-complex credit and financial products- Administrative support to international business: factoring, confirming, letters, promissory and pagarés
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Intern
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Mar 2018 - Feb 2019
- Treasury management and professional development
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CGD
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Portugal
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Banking
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700 & Above Employee
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Summer Intern
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Jul 2016 - Aug 2016
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NOVO BANCO
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Portugal
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Banking
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700 & Above Employee
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Summer Intern
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Aug 2015 - Sep 2015
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Education
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2017 - 2019
FEP - Faculdade de Economia da Universidade do Porto
Master's degree, Economics and Business Administration -
2021 - 2021
ISAG – Instituto Superior de Administração e Gestão
Executive MBA, Business Administration and Management, General -
2013 - 2016
Universidade de Trás-os-Montes e Alto Douro
Bachelor's degree, Economics
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