Profile developed in three international financial institutions managing Corporate and Private Banking clients on both Treasury Sales and Sales Trading desks. Extensive experience in Sales, with a special focus in Foreign Exchange (FX) Markets –
Flow and Derivatives, Equity and Bond Markets – multi-asset non-discretionary portfolios.
More recently the focus has been on two critical areas for eFX Business – Client Support and Enablement.
Additional experience in FX product management with an active contribution in a wide range of projects with emphasis on Product Release, Platform Migration and Process Improving.
Pre and post trade support to clients, trading and sales across EMEA, Americas and Asia.
Investigate and resolve live trade rejections/connection issues over BNP Paribas’ Single Dealer FX electronic trading platform, Multi Dealer vendor platforms/APIs.
Enable new clients/users.
Worked directly with clients, sales and other IT teams to ensure derivative trades flown correctly into Calypso.
Priced FX Flow and Derivatives (Forwards, Swaps and DCIs) for Corporate, Private Banking clients and Asset Management.
Provided high quality service to the Execution Only clients.
Represented the Front-Office in a wide range of projects - product, legal and regulatory - EMIR, MiFIDII.
Reviewed FX product offering and recommended to launch new products.
Priced FX Flow and Derivatives (Forwards, Swaps and DCIs) for Corporate and Private Banking clients and Asset Management.
Priced Deposits for Large Corporates and Institutional clients.
Developed and implemented a business plan to promote FX products to internal and external clients (proactive approach).
Identified potential new FX clients/cross-selling opportunities and prepared pitches.
Generated and selected investment ideas - Equity, Bonds, ETFs and DCIs - for Advisory Model Portfolio (global non-discretionary portfolio);
Managed non-discretionary portfolios of more than 30 clients.
Identified potential new clients and pitched Advisory.
Wrote/reviewed daily and weekly market briefs sent to Advisory clients and published on the Bank’s portal/public website.
Priced FX Flow and Derivatives (Forwards, Swaps) for Corporate and Private Banking clients and Asset Management.
Priced Deposits for Large Corporates and Institutional clients.
Short-term liquidity management in local and foreign currencies and fulfillment of cash reserves with BoP.
Managed Bank's FX portfolio.
ACI Financial Markets Association, Portugal
IFB Online Financial Markets Training Course
ACI Online FX Global Code
EFPA European Investment Practitioner
IFB Online Financial Markets Training Course
ACI Online FX Global Code
EFPA European Investment Practitioner