José Ferreira de Lima

Private Banker

Miraflores, Lisbon, Portugal

About

Experience

  • Private Banker at Santander Portugal
    Feb 2024 - Present · 2 yrs 5 mos

  • Business Development Director at Lendismart
    Nov 2021 - Feb 2024 · 2 yrs 4 mos

    Lendismart connects in real time merchants with a network of lenders to provide their customers with the best fit payment facilities

  • Operations Manager at MAXFINANCE Portugal
    Nov 2017 - Oct 2021 · 4 yrs

    -  Credit Intermediation services franchising. Franchisees coordination, assistance and motivation. -  Management and control over the franchisees numbers. -  Problem solving between the franchisees and our business partners/product providers (Banks, Loan Companies, Insurance Companies...). -  New franchisees Training (Economy and Finantial Markets, Client Prospecting, Personal Loans - Product & Best Practices, Practical Approach to the Business and Role Play)

  • Banco BPI (10 yrs 6 mos)
    • Financial Products Specialist - Marketing Department
      Dec 2014 - Jul 2017 · 2 yrs 8 mos

      - Financial Products training (both In House and Remote) to the whole sales network (+1000 people) - Coordinating a team of local financial products specialists - Talks about savings and managing money for students. - Preparing powerpoint presentations and videos tutorials on finantial products and related legislation

    • Relationship Manager
      Jul 2011 - Nov 2014 · 3 yrs 5 mos

      - Meet clients from all around the world (mostly from Portugal and United Kingdom),inside and outside the office, to help them with any issues related to their bank accounts. - Promotional campaigns among the portuguese communities all around the UK.

    • Portfolio Manager
      Jul 2009 - Jun 2011 · 2 yrs

      - Managed 3 Fixed Income funds, mainly High Yield, based on market and news flow, Bloomberg analysis, research and talks/meetings with counterparties. - Monitored and analysed current holdings on a daily basis. - Main responsible for the flashnotes – Colecting and review the notes off all BPI funds in a monthly basis; Worked on the design and content selection of the notes with the marketing team.

  • Project manager at PT Corporate
    Jul 2006 - Sep 2006 · 3 mos

    - Integrated a team inside the biggest portuguese telecom responsible for the coordination of the technical teams in the main implementation projects. Despite being a summer intern, during the last three weeks replaced the project manager of the most important project at that time.