DAVID PEREIRA Inácio
Lisboa
Summary
Self-motivated, strong communicator and team player. Professional building a long-lasting career in the financial industry. Possess experience in the derivatives markets and in private banking industry. Has actively participated in successful alternative financing deals and hedging strategy projects. On the private banking side, participates in wealth advisory and in the build of financial portfolios.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Manager
Credit Suisse (UBS Group)
Lisboa
06.2023 - Current
- Met needs of high net worth individuals looking to manage their financial assets
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Monitored markets and economic conditions to provide timely investment advice that meets client's needs.
- Drafted reports outlining current market trends, competitive analysis, portfolio performance, industry news.
- Participated in sales meetings with bankers and brokers regarding private banking services.
- Conducted reviews of client portfolios to ensure investments are appropriate for their risk profile and goals.
- Customized financial products and services to meet specific client requirements.
- Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
Assistant Relationship Manager
Credit Suisse
Lisboa
08.2019 - 06.2023
- Assisted Relationship Managers in handling customer inquiries and resolving issues.
- Maintained accurate customer records and updated customer profiles as needed.
- Conducted research on customers' financial needs and provided recommendations on appropriate products or services.
- Researched market conditions for potential new customers and prospects.
- Coordinated with internal departments to ensure smooth delivery of services to clients.
- Collaborated with traders and salespeople to assist in developing trading strategies for various products.
- Performed research on macroeconomic events and their potential impact on financial markets.
Equity Derivatives Sales/Trader
Millennium BCP Investment Bank
Lisbon, Portugal
11.2015 - 07.2019
- Structured and issued equity and commodity derivative products.
- Priced and valuated derivative operations.
- Risk management of the proprietary portfolio with equities, futures, foreign exchange, swaps and options.
- Performed derivatives advisory, by performing derivatives instruments valuations considering credit risk and probabilities of default using both Bloomberg and excel tools.
- Market maker of certificates (Delta 1 products) and trading of listed and OTC derivatives.
Junior Commercial/Investment Manager
Millennium BCP bank
Lisbon, Portugal
09.2013 - 07.2014
- Acquired knowledge and experience in client relations, banking products, sales, account and portfolio management.
- Accurately checked information and documents needed to produce a fair analysis of client’s annual accounts.
- Exceeded all objectives proposed by the bank.
- Insurance Brokerage Course in Life and non-Life insurance, included in the internship program with Millennium BCP.
Education
Master - Finance
CATÓLICA-LISBON School of Business And Economics
06.2020
BA - Economics
ISCTE - Instituto Universitário De Lisboa
Lisboa06.2013
High School Diploma -
Colégio Militar
Lisboa01.2009
Skills
- Certified Wealth Manager Advisor
- Portfolio Management
- Client Acquisition
- Solution Management
- Financial Products Expertise
- Certified Professional Trader
Certification
- SAQ - Certified Wealth Manager Advisor
- Participated in Catolica-Lisbon Investment Management and Private Equity society club.
- Leadership and Command Course, General Military Course, First Aid Basic Course and Individual Sky Diving Course at Colégio Militar.
- Played Federal Rugby for Agronomia Rugby and Coached Rugby for CDUL Rugby.
Timeline
Relationship Manager
Credit Suisse (UBS Group)
06.2023 - Current
Assistant Relationship Manager
Credit Suisse
08.2019 - 06.2023
Equity Derivatives Sales/Trader
Millennium BCP Investment Bank
11.2015 - 07.2019
Junior Commercial/Investment Manager
Millennium BCP bank
09.2013 - 07.2014
Master - Finance
CATÓLICA-LISBON School of Business And Economics
BA - Economics
ISCTE - Instituto Universitário De Lisboa
High School Diploma -
Colégio Militar
- SAQ - Certified Wealth Manager Advisor
- Participated in Catolica-Lisbon Investment Management and Private Equity society club.
- Leadership and Command Course, General Military Course, First Aid Basic Course and Individual Sky Diving Course at Colégio Militar.
- Played Federal Rugby for Agronomia Rugby and Coached Rugby for CDUL Rugby.
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