Private Financial Advisor with great experience advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate; assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.• Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.• Research and investigate available investment opportunities to determine whether they fit into financial plans.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Answer clients' questions about the purposes and details of financial plans and strategies.• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

Private Financial Advisor with great experience advising clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate; assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.• Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.• Research and investigate available investment opportunities to determine whether they fit into financial plans.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Answer clients' questions about the purposes and details of financial plans and strategies.• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

Senior Financial Advisor Financial advising and management of clients’ portfolio;o Analysis of the financial assets - shares, bonds, funds, derivatives;o Marketing Analysis: Fundamental (macro and microeconomic) andTechnical Analysis;o Clients’ Portfolio Monitoring, efficiently allocating their assets based onrisky analysis, diversifying across several financial instrumentsavailable in different financial markets.

Management and Analysis of Financial Assets - Technical Analyst Financial advising and management of clients’ portfolio;o Analysis of the financial assets - shares, bonds, funds, derivatives;o Marketing Analysis: Fundamental (macro and micro) and TechnicalAnalysis;o Asset Management;o Research - Investment Opportunities.

Product Manager - Operational MarketingMain activities and responsibilities - construction of new financial products, namelystructured products, preparation of their presentation, promotion in commercialagencies and their development in terms of sales;Analysis of Banking CompetitionBudget Control of the Marketing DepartmentMonthly Reports of the evolution of financial products marketed in the institution(BPN) for submission to the administration of Portuguese Bank of BusinessManagement of additional channels - Internet and IntranetUpdate Pricing and promotion in commercial agencies