Experience

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  Satocao

  Aug 2013 - Sept 2013

  Utz & rainforest certification project coordinator

  Traineeship in cocoa firm “Satocao” based on the Island of São Thomé. Founded in 2010 by a group of Franco-Swiss Investors, who acquired an existing cacao brand and one of the largest plantation. Worked in all phases of Cacao production and legal aspects.

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  Ogs (oil & gas services)

  Jul 2014 - Aug 2014

  Iso certification project coordinator

  Filled Trainee and management roles in “OGS Operations Moçambique Lda”, a company specialized in charging and discharging of petroleum products, in the Quality Department. Developed a certification plan project for 2 years to meet with ISO 9001 standard.

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  Hosco

  Jul 2015 - Aug 2015

  Internship

  Performed internship in the Franco-Swiss startup which provided a platform combining specific manpower demand in the hospitality industry between hotels, restaurants and bars with professionals, students and Alumni of the hospitality industry. Participated in various processes during launch of new website such as Accounting, Data Management and Marketing.

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  Orka nrg

  Aug 2015 - Sept 2015

  Internship

  Performed internship in “Orka NRG”, a principal biodiesel trading entity, as an AccountantAssistant in coordination with transactions carried out by traders.

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  Santander

  Nov 2015 - May 2016

  Sales team rates govies flow assistant (global corporate banking division)

  Implemented financial intermediation between clients and traders in the Government Debt Desk. Served as a liaison between Front, Middle and Back Office with the duties of booking tickets and conciliating operational activities. Conducted team’s weekly business review to monitor daily, weekly, monthly KPIs while ensuring every stakeholder is aligned and informed.

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  Jpmorganchase

  Jul 2018 - Jun 2022

  Private client banker

  Delivered exemplary customer service while assisting high-net worth individual and corporate clients in their everyday banking needs. Managed a book of business, analyzed client financial needs, identified appropriate solutions and cross-sold banking products. Led consultative meetings with existing clients or prospects providing personalized financial recommendations ranging from cash, credit and investments.

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  Morgan stanley

  Jun 2022 - Mar 2024

  Planning virtual engagement associate

  Provided dedicated support to advisors and their teams by enhancing their financial planning process to produce tailored goals-based plans for clients and prospects. Performed due diligence and proposed actionable ideas with the goal of increasing client engagement, outside assets discovery, and net new assets retention. Collected financial data, performed comprehensive analyses and developed strategic long-range planning recommendations with advisors’ clientele.