Ricardo Monteiro
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Ricardo Monteiro Email & Phone Number

Assessor Financeiro at Banco BPI
Location: Lisbon Metropolitan Area, Portugal, Portugal 5 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Banco BPI
Role
Assessor Financeiro
Location
Lisbon Metropolitan Area, Portugal, Portugal
Company size
5055 employees

Who is Ricardo Monteiro? Overview

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Quick answer

Ricardo Monteiro is listed as Assessor Financeiro at Banco BPI, a company with 5055 employees, based in Lisbon Metropolitan Area, Portugal, Portugal. AeroLeads shows a matched LinkedIn profile for Ricardo Monteiro.

Ricardo Monteiro previously worked as Financial Advisor at Bpi Bank and Assistente comercial at Banco Bpi. Ricardo Monteiro holds Formação Avançada Em Compliance, Obtidas Competências Do Ponto De Vista Técnico No Âmbito Do Compliance from Ifb - Instituto De Formação Bancária.

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Email format at Banco BPI

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Banco BPI

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Profile bio

About Ricardo Monteiro

I am currently working as a Financial Advisor in Banco BPI's Premier Network, where, among others, I am responsible for providing financial advice in accordance with the rules established by the Markets and Financial Instruments Directive II (MiFID II) to Customers in my portfolio, as well as collecting information and documents in order to update data from Customers residing in risky jurisdictions, within the scope of Law 83/2017 on the prevention of money laundering and terrorist financing. In order to improve my skills in this last aspect, between September 2021 and February 2022 I attended an Advanced Training in Compliance, at the IFB (Instituto de Formação Bancária).

Current workplace

Ricardo Monteiro's current company

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Banco BPI
Banco Bpi
Assessor Financeiro
Lisbon, PT
Website
bancobpi.pt
Employees
5055
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5 roles

Ricardo Monteiro work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Bpi Bank

Lisboa, Portugal

Financial advice and bank account management to BPI Premier Network Customers, in accordance with the rules established by the Markets and Financial Instruments Directive II (MIFID II). Within the scope of these functions, I am also responsible for analyzing documents and relevant information from Customers residing in risky jurisdictions within the scope.

Apr 2019 - Present

Assistente Comercial

Banco Bpi

Lisboa, Portugal

Mar 2013 - Apr 2019

Gestor De Leads

Banco Bpi

Lisboa, Lisboa, Portugal

Sep 2007 - Mar 2013

Operador De Telemarketing

Banco Bpi

Lisboa

Oct 2006 - Sep 2007
Team & coworkers

Colleagues at Banco BPI

Other employees you can reach at bancobpi.pt. View company contacts for 5055 employees →

CG Catarina Granadeiro Catarina Granadeiro Colleague at Banco BpiLisboa, Lisbon, Portugal, Portugal View → MM Manuela Martins Manuela Martins Colleague at Banco BpiLisboa, Lisbon, Portugal, Portugal View → HM Helena Marques Helena Marques Colleague at Banco BpiLisboa, Lisbon, Portugal, Portugal View → MM Miles Marie Miles Marie Colleague at Banco BpiPhilippines, Philippines View → LF Luís Francisco Rebêlo Ramos Luís Francisco Rebêlo Ramos Colleague at Banco BpiLisboa, Lisbon, Portugal, Portugal View → AP Andreia Pontífice Sousa Andreia Pontífice Sousa Colleague at Banco BpiLisboa, Lisbon, Portugal, Portugal View → PR Pedro Rodrigues Pedro Rodrigues Colleague at Banco BpiLisboa, Lisbon, Portugal, Portugal View → LM Luis Marques Gomes Luis Marques Gomes Colleague at Banco BpiLisbon, Lisbon, Portugal, Portugal View → RC Rui Carvalho Rui Carvalho Colleague at Banco BpiPorto Metropolitan Area, Portugal View → JM Jigs Manalo Jigs Manalo Colleague at Banco BpiCentral Luzon, Philippines, Philippines View →
3 education records

Ricardo Monteiro education

FAQ

Frequently asked questions about Ricardo Monteiro

Quick answers generated from the profile data available on this page.

What company does Ricardo Monteiro work for?

Ricardo Monteiro works for Banco BPI.

What is Ricardo Monteiro's role at Banco BPI?

Ricardo Monteiro is listed as Assessor Financeiro at Banco BPI.

Where is Ricardo Monteiro based?

Ricardo Monteiro is based in Lisbon Metropolitan Area, Portugal, Portugal while working with Banco BPI.

What companies has Ricardo Monteiro worked for?

Ricardo Monteiro has worked for Banco Bpi and Bpi Bank.

Who are Ricardo Monteiro's colleagues at Banco BPI?

Ricardo Monteiro's colleagues at Banco BPI include Catarina Granadeiro, Manuela Martins, Helena Marques, Miles Marie, and Luís Francisco Rebêlo Ramos.

How can I contact Ricardo Monteiro?

You can use AeroLeads to view verified contact signals for Ricardo Monteiro at Banco BPI, including work email, phone, and LinkedIn data when available.

What schools did Ricardo Monteiro attend?

Ricardo Monteiro holds Formação Avançada Em Compliance, Obtidas Competências Do Ponto De Vista Técnico No Âmbito Do Compliance from Ifb - Instituto De Formação Bancária.

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