Rita M.
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Rita M. Email & Phone Number

Sénior Private Banker at UBP - Union Bancaire Privée
Location: Lisbon, Portugal 10 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
UBP - Union Bancaire Privée
Role
Sénior Private Banker
Location
Lisbon, Portugal
Company size
3251 employees

Who is Rita M.? Overview

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Quick answer

Rita M. is listed as Sénior Private Banker at UBP - Union Bancaire Privée, a with 3251 employees, based in Lisbon, Portugal. AeroLeads shows a matched LinkedIn profile for Rita M..

Rita M. previously worked as Senior Private Banker at Ubp - Union Bancaire Privée and Banker at Autônomo. Rita M. holds Licentiate Degree, Management Information Systems, General, 14 from Escola Superior De Ciências Empresariais.

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UBP - Union Bancaire Privée

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Profile bio

About Rita M.

Sou uma Senior Private Banker na UBP - Union Bancaire Privée, onde trabalho desde novembro de 2023. Tenho mais de 10 anos de experiência em gestão de patrimônios internacionais, tendo atuado como International Private Banker na ABANCA Portugal por quatro anos. Possuo a certificação para aconselhamento financeiro emitida pela C.M.V.M e competências pedagógicas adquiridas pelo Instituto de Emprego e Formação Profissional. As minhas competências principais são a análise de negócios, o domínio de bases de dados e o aconselhamento financeiro personalizado aos meus clientes. A minha missão é oferecer soluções financeiras adequadas às necessidades e objetivos dos meus clientes, respeitando os seus valores e preferências. Sou apaixonada pelo meu campo de atuação e pelas aprendizagens constantes. Procuro trazer perspectivas e experiências diversas para a minha equipa e para a minha organização, contribuindo para o seu crescimento e sucesso.

Current workplace

Rita M.'s current company

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UBP - Union Bancaire Privée
Ubp - Union Bancaire Privée
Sénior Private Banker
Lisbon, PT
Website
ubp.com
Employees
3251
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10 roles

Rita M. work experience

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

Banker

Current
Autônomo
Oct 2023 - Present

International Private Banker

Abanca Portugal

Lisboa E Região, Portugal

Nov 2019 - Oct 2023

Personal Banking Advisor

Abanca

Lisboa

Jun 2019 - Nov 2019

Personal Banking Advisor

Deutsche Bank

- angariação de clientes- gestão de carteiras de clientes Affluent (elevado património financeiro)- gestão de objectivos - reporta internos- aconselhamento financeiro - comercialização de produtos de investimento ( fundos, produtos complexos, ETF's, obrigações, equities, forex, etc)- crédito a particulares e empresas

Feb 2007 - Jun 2019

Manager Account

Deutsche Bank

Lisboa E Região, Portugal

- angariação de clientes- gestão de carteiras de clientes- gestão de objectivos - reporta internos- aconselhamento financeiro - crédito a particulares e empresas

Feb 2007 - Dec 2017

Assistente Comercial / Tesouraria

Santander Totta

Rua Augusta / Campo De Ourique

- abertura e fecho contabilistico do balcão- tesouraria- crédito pessoal e habitação a particulares- atendimento geral

Mar 2006 - Jan 2007

Freelancer Consultoria Imobiliária / Financeira

Empresário Em Nome Individual

Almada

- gestão de carteiras- aconselhamento de investimento - tratamento de base de dados- implementação de projectos específicos

Jan 2005 - Feb 2006

Estágio

Novo Banco

Costa Da Caparica

Jun 2004 - Oct 2004
Team & coworkers

Colleagues at UBP - Union Bancaire Privée

Other employees you can reach at ubp.com. View company contacts for 3251 employees →

PB Pierre Baranne Pierre Baranne Colleague at Ubp - Union Bancaire PrivéeGeneva, Switzerland View → PT Philippe Terrier Philippe Terrier Colleague at Ubp - Union Bancaire PrivéeGeneva, Switzerland View → NF Nicolas Fahrni Nicolas Fahrni Colleague at Ubp - Union Bancaire PrivéeGeneva, Switzerland View → SS Simon Stäubli, Ciia Simon Stäubli, Ciia Colleague at Ubp - Union Bancaire PrivéeBasel, Switzerland View → PW Priscilla Wuersch-Ng Priscilla Wuersch-Ng Colleague at Ubp - Union Bancaire PrivéeSingapore View → LR Lise Rochette Lise Rochette Colleague at Ubp - Union Bancaire PrivéeCanada View → LR Lucien Ried Lucien Ried Colleague at Ubp - Union Bancaire PrivéeZürich Metropolitan Area, Switzerland View → MH Marlene Harmand Marlene Harmand Colleague at Ubp - Union Bancaire PrivéeCagnes-Sur-Mer, Provence-Alpes-Côte D'Azur, France View → ZD Zuhal Donertas Zuhal Donertas Colleague at Ubp - Union Bancaire PrivéeGeneva, Switzerland View → AC Alexey Chinarov Alexey Chinarov Colleague at Ubp - Union Bancaire PrivéeZurich, Switzerland View →
1 education record

Rita M. education

  • Escola Superior De Ciências Empresariais
    Escola Superior De Ciências Empresariais
    14
FAQ

Frequently asked questions about Rita M.

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

What company does Rita M. work for?

Rita M. works for UBP - Union Bancaire Privée.

What is Rita M.'s role at UBP - Union Bancaire Privée?

Rita M. is listed as Sénior Private Banker at UBP - Union Bancaire Privée.

Where is Rita M. based?

Rita M. is based in Lisbon, Portugal while working with UBP - Union Bancaire Privée.

What companies has Rita M. worked for?

Rita M. has worked for Ubp - Union Bancaire Privée, Autônomo, Abanca Portugal, Abanca, and Deutsche Bank.

Who are Rita M.'s colleagues at UBP - Union Bancaire Privée?

Rita M.'s colleagues at UBP - Union Bancaire Privée include Pierre Baranne, Philippe Terrier, Nicolas Fahrni, Simon Stäubli, Ciia, and Priscilla Wuersch-Ng.

How can I contact Rita M.?

You can use AeroLeads to view verified contact signals for Rita M. at UBP - Union Bancaire Privée, including work email, phone, and LinkedIn data when available.

What schools did Rita M. attend?

Rita M. holds Licentiate Degree, Management Information Systems, General, 14 from Escola Superior De Ciências Empresariais.

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