Summary
Overview
Work history
Education
Skills
Languages
Certification
Timeline
Custom
Generic
Joaquim Paulo Simões Pereira

Joaquim Paulo Simões Pereira

Setúbal,Portugal

Summary

Seasoned Account Manager with more than 12 years of experience. Shares excellent client oversight, issue resolution and relationship-building skills. Highly effective at maximising repeat business opportunities.

In addition, I possess a strong sense of initiative and autonomy in decision-making, enabling me to take responsibility and act with accuracy and method.

My ability to work independently, combined with excellent interpersonal skills, makes me a reliable and proactive team member.

Reason for moving from my actual Job:

At the moment I am been asked to relocate permanently to the Island of Cyprus, however my target is to be closer to the Iberian Peninsula, close to Spain and Portugal!

My target is to relocate to Gibraltar!

Overview

30
30
years of professional experience
1
1
Certificate

Work history

VIP Account Manager-Casino & Sportsbook customers

MEDIER AGENCY CYPRUS
REMOTE, PORTUGAL
01.2025 - Current

As a VIP Account Manager, my role is to build and nurture strong relationships with high-value customers in the casino and sportsbook industries. My Key responsibilities include ensuring client satisfaction, driving customer retention, and enhancing loyalty by providing personalized service and tailored offers.

  • Customer Relationship Management: Develop and maintain long-term relationships with VIP customers by understanding their preferences, needs, and behaviors.
  • Personalized Engagement: Provide bespoke offers, exclusive promotions, and proactive communication to ensure a premium experience.
  • Retention and Loyalty: Analyze customer activity to identify trends, mitigate churn risks, and enhance overall retention through customized strategies.
  • Cross-Department Collaboration: Work closely with marketing, product, and support teams to deliver seamless and engaging customer experiences.
  • Performance Monitoring: Track and analyze key metrics to assess the effectiveness of campaigns and customer satisfaction levels.
  • Crisis Resolution: Handle customer queries and concerns promptly and professionally, ensuring a high standard of service.
  • Market Awareness: Stay updated on industry trends and competitors to maintain a competitive edge in offerings and service quality.
  • I have been demonstrated ability to achieve retention targets and increase VIP customer lifetime value.
  • Proven track record of growing VIP portfolios through strategic account management.
  • Experience in hosting VIP events and managing high-profile customer engagement activities.
  • Exceptional interpersonal and communication skills.
  • Analytical mindset with the ability to interpret customer data and adjust strategies accordingly.
  • Strong organizational and multitasking abilities to handle a dynamic and demanding customer base.
  • I achieved knowledge of casino and sportsbook products, platforms, and promotions.

This role highlights expertise in providing elite customer service, strategic account management, and driving business growth in the highly competitive gaming and betting industry.

Customer Service Representative

REDITUS - BANK MILLENNIUM BCP Customer
Edificio IDB Lisbon - Fracção 4.6 / Praça José Queiroz 1801-802 LISBON, LISBON
01.2019 - 12.2022

As a CSR in the Customer Services department of Millennium BCP Customer of REDITUS, I provide high-quality support to clients by addressing their banking inquiries and resolving issues via phone. My responsibilities include assisting customers with account-related questions, processing transactions, providing information on bank products such as loans, credit cards, and savings accounts, troubleshooting online banking concerns. I handle an high volume of Phone-calls in English, Portuguese and Spanish; while maintaining a professional and courteous manner, ensuring customer satisfaction and compliance with the bank's policies. Additionally, I collaborate with internal teams to escalate and resolve more complex issues, delivering a seamless and efficient customer service experience.

Real Estate Agent

REMAX (TELHEIRAS) - PORTUGAL
R. Padre Américo 31A, 1600-864 Lisbon - PORTUGAL, LISBON
02.2012 - 12.2018

As a Real Estate Agent, I provided comprehensive services to clients, assisting them in buying, selling, and renting residential and commercial properties. My responsibilities included conducting property market analysis, listing properties, and advising clients on pricing, market trends, and investment opportunities. I facilitated negotiations between buyers and sellers, ensuring favorable outcomes for all parties involved. Additionally, I handled all aspects of the transaction process, including preparing contracts, coordinating property viewings, and managing paperwork. My strong communication and interpersonal skills allowed me to build lasting relationships with clients, ensuring their real estate needs were met with professionalism and expertise.

Funds Shareholder Administrator

STATE STREET PLC.
78 Sir John Rogerson’s Quay Dublin 2, IRELAND, DUBLIN
01.2006 - 12.2011

As a Funds Shareholder Administrator, I was responsible for managing and maintaining shareholder accounts for various investment funds. My duties included processing subscriptions, redemptions, and transfers between funds, ensuring accuracy and compliance with industry regulations. I handled the opening of new shareholder accounts and managed daily and monthly reporting on shareholder activity. Additionally, I ensured that all transactions adhered to anti-money laundering (AML) policies and other regulatory requirements. By providing efficient and timely service, I helped maintain strong relationships with shareholders and intermediaries, supporting the smooth operation of fund administration.

Customer Service Representative (ENG/POR)

PAYSAFE OPTIMAL PAYMENTS LTD. - SOFIA
SOFIA - BULGARIA
02.2005 - 12.2005

-As a Customer Relationship Representative, I served as the first point of contact for Paysafe customers, specifically for the Skrill and Neteller platforms. In this role, I was responsible for delivering exceptional service and assistance, addressing a wide range of user queries related to payments, deposits, and money transfers through various channels, including email, web chat, telephone, and fax. My tenure at Optimal Payments allowed me to develop strong communication skills and a deep understanding of customer needs within the customer services industry.

Mortgage Underwriter

BANK NATIONAL OF CREDIT, LTD. - PORTUGAL
Rua Ramalho Ortigão, 51 1099-090 LISBON - PORTUGAL, LISBON
09.2003 - 12.2004

As a Mortgage Underwriter, I was responsible for assessing and evaluating mortgage applications to determine the creditworthiness of applicants. My role involved analyzing financial documents, credit reports, income statements, and property appraisals to ensure compliance with both internal policies and regulatory requirements. I made informed decisions on loan approvals, conditions, or rejections by balancing risk management with the bank's lending criteria. Additionally, I collaborated closely with loan officers and other departments to clarify and resolve any discrepancies in the application process. My ability to conduct thorough reviews and provide accurate, timely assessments helped ensure the integrity and profitability of the bank's mortgage portfolio.

Branch Clerk

BANCO PINTO & SOTTO MAYOR LTD. - PORTUGAL
Av. Joaquim José Fernandes 21, Lavradio, Portugal, Barreiro
07.2000 - 08.2003

As a Branch Clerk, I managed a variety of daily banking operations, including opening and maintaining customer accounts, processing transactions, and handling inquiries related to bank products and services. My responsibilities included assisting customers with credit cards, savings accounts, and investments, ensuring accuracy and compliance with the bank's policies and regulations. I provided exceptional customer service, resolving issues promptly and maintaining strong client relationships. Additionally, I supported the branch's administrative functions, such as record-keeping and reporting, contributing to the efficient and smooth operation of the branch.

Bank Checks Auditor

BANK MELLO, LTD.
Av. José Malhoa 27 - C, 1099-010 Lisbon, LISBON
04.1997 - 05.2000

As a Bank Checks Auditor, I was responsible for overseeing and auditing the accuracy of check transactions across the bank's branch network. My role involved reviewing, verifying, and correcting discrepancies in checks processed through optical readers and other banking systems. I ensured compliance with internal controls and regulatory requirements, identifying and resolving errors related to check processing in a timely and efficient manner. Additionally, I collaborated with various departments to implement corrective measures and improve operational processes, ensuring the integrity of financial transactions and enhancing the overall efficiency of check processing within the bank.

Level 1 Helpdesk Agent

UNIVERSITY OF LISBON
Lisbon, Portugal
01.1995 - 03.1997

I provided technical support for university databases, utilizing languages such as Informix, Unix, and SQL Server. My responsibilities included maintaining database integrity, troubleshooting issues, and optimizing performance to ensure reliable and efficient data management for the university's academic and administrative needs.

  • Collaborated with IT departments to escalate unresolved cases, ensuring prompt resolution for clients.

Education

Diploma Em Stockbroking Investments - International Stock Markets

Dublin Business School (DBS) - IRELAND

Bachelor of Science - Incomplete Bachelor's in Electrical Engineering

Polytechnic Institut of Setúbal (IPS)

Secondary School Diploma - MATHS

Santo André´s Secondary School

Skills

  • Professionalism
  • Microsoft office proficiency
  • Call centre experience
  • Customer relations
  • Cultural awareness
  • Data entry accuracy
  • Order fulfillment
  • Computer literacy
  • Customer Service
  • Office admin
  • Interpersonal communication
  • Query resolution techniques
  • Verbal and oral communication
  • Multi-Tasking in it systems
  • Order processing
  • Customer service orientation
  • Customer relationship management software
  • Regulatory compliance
  • Invoicing and receipts
  • Customer data management
  • Digital literacy
  • Highly efficient

Languages

Inglês
Portuguese
Spanish

Certification

  • Driving Licence B1

Timeline

VIP Account Manager-Casino & Sportsbook customers

MEDIER AGENCY CYPRUS
01.2025 - Current

Customer Service Representative

REDITUS - BANK MILLENNIUM BCP Customer
01.2019 - 12.2022

Real Estate Agent

REMAX (TELHEIRAS) - PORTUGAL
02.2012 - 12.2018

Funds Shareholder Administrator

STATE STREET PLC.
01.2006 - 12.2011

Customer Service Representative (ENG/POR)

PAYSAFE OPTIMAL PAYMENTS LTD. - SOFIA
02.2005 - 12.2005

Mortgage Underwriter

BANK NATIONAL OF CREDIT, LTD. - PORTUGAL
09.2003 - 12.2004

Branch Clerk

BANCO PINTO & SOTTO MAYOR LTD. - PORTUGAL
07.2000 - 08.2003

Bank Checks Auditor

BANK MELLO, LTD.
04.1997 - 05.2000

Level 1 Helpdesk Agent

UNIVERSITY OF LISBON
01.1995 - 03.1997

Diploma Em Stockbroking Investments - International Stock Markets

Dublin Business School (DBS) - IRELAND

Bachelor of Science - Incomplete Bachelor's in Electrical Engineering

Polytechnic Institut of Setúbal (IPS)

Secondary School Diploma - MATHS

Santo André´s Secondary School

Custom

  • Forklift Operator License
Joaquim Paulo Simões Pereira