José Oliveira
Porto
Summary
Top-notch Private Banker with solid background in banking and finance. Effective at building strong relationships with clients, achieving sales goals and providing excellent client service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Collaborative individual, communicates with tact and diplomacy to internal and external customers.
Overview
40
40
years of professional experience
Work History
Senior Private Banker
Bankinter Portugal
04.2016 - 10.2023
- Strengthened relationships with existing clients through timely communication and tailored financial advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- AuM's, including loans, amounting to 140 million euros.
Senior Private Banker - Team Leader (Director)
Barclays Bank
06.1997 - 04.2016
- Enhanced client satisfaction by providing personalized banking solutions and exceptional customer service.
- Increased assets under management through proactive client outreach and portfolio reviews.
- Developed new business opportunities by networking with high-net-worth individuals and referral sources.
- Team's AuM's of 800 million euros
Bank Branch Manager
Barclays Bank
10.1987 - 06.1997
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
Commercial Manager
Banco Fonsecas & Burnay
06.1983 - 09.1987
- Strengthened client relationships through regular communication and timely resolution of issues, leading to increased customer satisfaction.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Education
Advanced Program - Credit Institution Management
Universidade Católica Portuguesa
Porto06.2008
High School Diploma -
Liceu Rodrigues De Freitas
Porto, Portugal06.1976
Skills
- Investment Advisory
- Team Leadership
- Wealth Management
- Regulatory Compliance
- Effective Communication
- Relationship Building and Management
- Client Retention
- Alternative Investments
- Cross-selling
- Structured Products
Languages
Portuguese
Native language
English
Upper intermediate
B2
French
Intermediate
B1
Timeline
Senior Private Banker
Bankinter Portugal
04.2016 - 10.2023
Senior Private Banker - Team Leader (Director)
Barclays Bank
06.1997 - 04.2016
Bank Branch Manager
Barclays Bank
10.1987 - 06.1997
Commercial Manager
Banco Fonsecas & Burnay
06.1983 - 09.1987
Advanced Program - Credit Institution Management
Universidade Católica Portuguesa
High School Diploma -
Liceu Rodrigues De Freitas
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