Manuel Sousa Andrade Email & Phone Number

Lisbon, Portugal

Lisbon, Portugal

As part of the Fund Execution / Client Funds Services Team ensure the execution of orders on investment funds in the Wealth Management (WM) business line. providing support to geographical dispersed clients, in Asia and Europe. Strong focus on the ensuring client satisfaction through the liaising with internal and external stakeholders.Due to the nature of.

Lisbon, Portugal

Support the team in implementing the operational permanent control framework and in tandem with the respective stakeholders, both back-office and transversal support activities, develop and follow-up of action plans providing a dynamic and focus on operational risk within Wealth Management.

Lisbon, Portugal

The role encompassed the transition of the execution services to the Portugal hub. The team provided support through out the European and US trading sessions to wealth relationship managers, private bankers, family offices and UHNW individuals in the execution of equities, bonds and listed options. Utilizing the trading systems and institutional.

Lisboa E Região, Portugal

Client and Institutional Sales Trading- Execute orders in listed products and OTC products for institutional and clients in regular trading hours in Europe and the US, provide pre-market and after-market trading if required.- Support middle and back-office teams in avoiding settlement issues.- Set-up relationships with brokers for trading cash equities.

Intermoney Valores

Institutional Sales Trading- Execute orders and advise clients on any market updates. - Support middle and back office in a speedy response to settlement issues. - Prepare daily comment using primary (Market Research Team) and secondary sources- Develop relationships with internal and external key stakeholders in order to build bridges to support the.

London, United Kingdom

Global Sales Trading- Part of a team of 12 set in three locations with a focus on Spanish, Portuguese and Latin American clients execution needs- Strong in client education and training, in particular, enabling banks, fund managers, wealth managers, family offices, and discretionary fund managers to effectively execute their strategies in CFDs, Forex.

Madrid Area, Spain

Sales Trading and Client Support- Manage a geographically dispersed team supporting execution needs during European and US trading hours. - Report regularly to regional head on operational progress and potential risk issues.- Support marketing functions in media coverage for Portuguese and Spanish speaking markets presenting in-depth analysis on social.

Copenhagen Area, Capital Region, Denmark

Head of PWM for Iberia and Latin America- Created PWM service for clients by accurately anticipating client’s investment and reporting requirements, and through implementing internal process and initiating product development. Sales Trading and Client Support- Manage a geographically dispersed team supporting execution needs during European and US trading.

Copenhague Y Alrededores, Región Capital, Dinamarca

Provide HNWs a non-discretionary portfolio management service that involves identifying the equity, bond, commodity or Forex strategies that complement their risk profile and monitor their risk/return profile.

Lisbon Area, Portugal

I researched and recommended investment options within the overall strategy through inputs from internal as well as external resources and I ensured that the investments complied with the overall mission as well as vision of the organisation, I also expertly analysed the risk exposure of each investment option to prevent any loss. I also played a vital.

Lisbon Area, Portugal

I developed an agreement that accounted for the specific investment requirements and goals of clients. I excelled as an invaluable member for of a highly effective team that effectively managed more than €75 M in AUM for more than 400 HNW clients systematically grouped according to the risk exposure/appetite, and we accomplished all assigned business.

Lisbon Area, Portugal

Equity portfolio management of pension, insurance and equity funds. Due to the visibility, both internally and externally, apart from researching into potential investment ideas it was necessary to analyse performance relative to competition.◆ Portuguese equity fund◆ Develop internal systems for trading European equities

Lisbon Area, Portugal

Manage the banks exposure to foreign exchange risk and support private clients, large and medium sized corporates manage their foreign exchange exposure.

Bachelor Of Arts (B.A.) Hons, Business, Management, Marketing And Spanish

Foundation, Financial Planning And Services, Pass

International Certificate In Wealth & Investment Management

Formador, Formação, Pass

Formação de Formadores