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José Brandão is listed as Financial Advisor, CEFA® at Golden Wealth Management, a with 67 employees, based in Porto, Portugal. AeroLeads shows a matched LinkedIn profile for José Brandão.
José Brandão previously worked as Branch Manager at Barclays and Branch Manager at Barclays. José Brandão holds Associate'S Degree, Finance And Financial Management Services from Effas - European Federation Of Financial Analysts Societies.
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Senior team leader and financial advisor with +20 years of experience in team leading and business development in the banking and asset management industry.Aim to add value across the whole spectrum of a client’s family wealth, from long-term strategic planning and investments to day-to-day advice, with the purpose of creating partnership relations for life, where independence, alignment of interest, intelligence, integrity, agility and critical spirit are recognized.
Listed skills include Banking, Retail Banking, Portfolio Management, Credit, and 40 others.
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A career timeline built from the work history available for this profile.
Porto
Responsible for providing personalized financial advice to major clients (High Net Worth Individuals and Family Offices), while ensuring a customized monitoring and measurement, in accordance with the policies and governance procedures of the organization.
Matosinhos, Portugal
Responsible for the business development of the branch. Inspirational leader of the team. KPI's definition and monitoring.
Espinho, Portugal
Responsible for the business development of a branch in a business performance optimization situation. Inspirational leader of the team. KPI's definition and monitoring.
Santa Maria Da Feira, Portugal
Responsible for the opening and business development of a branch. Team recruitment and leadership. KPI's definition and monitoring.
São João Da Madeira, Aveiro, Portugal
Senior Account Manager for Individuals and Corporate clients. Investment, credit, transaction and insurance solutions.
Mourisca Do Vouga, Águeda
Junior Account Manager for individual clients.
Other employees you can reach at goldenwm.pt. View company contacts for 67 employees →
Rui Pedro Ribeiro
Colleague at Golden Wealth ManagementSintra, Lisbon, Portugal
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MC
Miguel Coimbra
Colleague at Golden Wealth ManagementPorto, Portugal
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LA
Luis Alves
Colleague at Golden Wealth ManagementLisboa, Lisbon, Portugal
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MB
Monica Barros
Colleague at Golden Wealth ManagementLisboa, Lisbon, Portugal
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CM
Cristiana Martins
Colleague at Golden Wealth ManagementVila Nova De Famalicão, Braga, Portugal
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FB
Filipa Bastos, Cfa
Colleague at Golden Wealth ManagementPorto, Portugal
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DA
Dinis Abreu
Colleague at Golden Wealth ManagementPorto Metropolitan Area, Portugal
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GA
G A
Colleague at Golden Wealth ManagementSaudi Arabia
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DB
Duarte Bessone
Colleague at Golden Wealth ManagementLisboa, Lisbon, Portugal
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GE
Gonçalo Esteves
Colleague at Golden Wealth ManagementPortugal
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Activities and Societies: EFFAS - European Federation of Financial Analysts Societies Certified European Financial Analyst CEFA®
EFFAS Certificate
Quick answers generated from the profile data available on this page.
José Brandão works for Golden Wealth Management.
José Brandão is listed as Financial Advisor, CEFA® at Golden Wealth Management.
José Brandão is based in Porto, Portugal while working with Golden Wealth Management.
José Brandão has worked for Golden Wealth Management, Barclays, Millennium Bcp, and Banco Mello S.A..
José Brandão's colleagues at Golden Wealth Management include Rui Pedro Ribeiro, Miguel Coimbra, Luis Alves, Monica Barros, and Cristiana Martins.
You can use AeroLeads to view verified contact signals for José Brandão at Golden Wealth Management, including work email, phone, and LinkedIn data when available.
José Brandão holds Associate'S Degree, Finance And Financial Management Services from Effas - European Federation Of Financial Analysts Societies.
José Brandão is listed with skills including Banking, Retail Banking, Portfolio Management, Credit, Credit Risk, Risk Management, Team Leadership, and Credit Cards.
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