Pedro Oliveira
Braga,Portugal
Summary
Senior Private Banker experienced in advising High-Net-Worth and Affluent clients in Wealth Management, Investment Advisory, and Financial Planning. Achieved client acquisition and asset growth through a disciplined advisory approach, fostering long-term relationships and delivering tailored financial solutions. Focused on sustainable wealth creation, investment planning, and intergenerational wealth transfer while upholding the highest standards of professionalism and regulatory compliance.
Overview
20
20
years of professional experience
1
1
Certification
Work history
Senior Private Banker
Bankinter Portugal
Braga
2020.01 - Current
Manage a portfolio of High-Net-Worth (HNW) and Affluent clients, providing bespoke wealth management, investment advisory, lending, and financial planning solutions.
Develop and maintain trusted long-term relationships through a highly personalised and holistic advisory approach, helping clients preserve, grow, and transfer wealth across generations. Deliver tailored investment, financing, and wealth planning strategies aligned with each client's objectives, risk tolerance, and long-term financial aspirations.
Key Responsibilities:
- Wealth Management
- Investment Advisory
- Portfolio Management
- Financial Planning
- Wealth Structuring
- Business Development & Client Acquisition
- Lending & Financing Solutions
- Relationship Management
- Risk Profiling and Suitability Assessment
- Regulatory Compliance (MiFID II)
Senior Premier Relationship Manager
Bankinter Portugal
2016.04 - 2019.12
Managed portfolio of Premier clients, delivering bespoke wealth management, investment advisory, and lending solutions. Cultivated long-term relationships through personalised advisory approach, enabling clients to achieve financial objectives and fostering sustainable portfolio and business growth.
Delivered expert advice on complex banking products, resulting in informed decision-making by clients.
Conducted comprehensive financial reviews for a better understanding of client objectives.
Managed risk effectively, maintaining compliance with regulatory requirements at all times.
Premier Relationship Manager
Barclays Bank Portugal
2008.12 - 2016.03
Managed portfolio of Premier clients, delivering financial, investment, and lending advice. Deepened existing relationships, acquired new clients, and increased Assets Under Management (AUM), driving sustainable business growth through client-centric advisory approach.
Tailored investment advice for maximising client returns without compromising their risk appetite.
Handled escalated queries, ensuring customer satisfaction and retaining trust in the bank's services.
Managed risk effectively, maintaining compliance with regulatory requirements at all times.
Relationship Manager
Banco Espírito Santo
2006.11 - 2008.12
Managed portfolio of affluent clients, delivering personalised investment advisory, lending, and protection solutions aligned with clients' financial objectives. Cultivated long-term relationships and expanded client portfolio through proactive acquisition and relationship management, contributing to overall business growth.
Developed new business opportunities for enhanced revenue generation.
Implemented innovative ideas for better relationship management practices.
Travelled extensively to meet clients in diverse regions, enhancing collaboration and building partnerships.
Education
Bachelor’s Degree - Management
University of Minho
Portugal /2001 - /2006
Skills
- Private Banking
- Wealth Management
- Investment Advisory
- Financial Planning
- Portfolio Management
- Wealth protection
- Asset Allocation
- Investment Funds
- Lending Solutions
- Risk Profiling
- Regulatory Compliance (MiFID II)
- Client Acquisition
- Relationship Management
- Business Development
- Financial Markets
Certification
- European Investment Practitioner (EIP)
- European Financial Planning Association (EFPA)
LANGUAGES
Portuguese
Native
English
Intermediate (B1)
Spanish
Intermediate (B1)
Private Banker – Key Performance Highlights
- Manage €180 million in Assets Under Management (AUM) across a portfolio of approximately 120 High-Net-Worth and Private Banking clients.
- Deliver average annual AUM growth of €25 million through client acquisition, portfolio expansion, and relationship deepening.
- Consistently achieve over 175% of annual KPI targets.
- Maintain average Gross Margin performance of approximately 150% of target.
- Recipient of the Bank's Commercial Performance Recognition Award for six consecutive years.
- Consistently rank among the Top 3 Private Bankers based on commercial performance, business development, and portfolio profitability.
- Maintain outstanding client retention through long-term trusted advisory relationships.
Timeline
Senior Private Banker
Bankinter Portugal
2020.01 - Current
Senior Premier Relationship Manager
Bankinter Portugal
2016.04 - 2019.12
Premier Relationship Manager
Barclays Bank Portugal
2008.12 - 2016.03
Relationship Manager
Banco Espírito Santo
2006.11 - 2008.12
Bachelor’s Degree - Management
University of Minho
/2001 - /2006