Bernardo Moraes Email & Phone Number
Director Wealth Management @ UBP
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Bernardo Moraes Location
- Lisbon, PT
Bernardo Moraes Work
- 2024 -now Director Wealth Management @
- 2014 -2024 Senior Private Banker @
- 2012 -2014 Subdirector Private Banking @
- 2009 -2012 Assessor Financeiro @
- 1999 -2009 Product and Services Manager @
Bernardo Moraes Education
- Nova School of Business and Economics
Wealth Management Certificate
2017-2017 - ISCEM
Licentiate degree
1998-2002 - Salesianos 1987-1995
- Lycée Français Charles Lepierre 1979-1984
Bernardo Moraes Skills
- Investments
- Loans
- Customer Service
- Customer Relations
- Financial Planning
- Banking
- Credit
- Portfolio Management
- Insurance
- Mortgage
- Wealth Management
- Negotiation
- Retirement Planning
- Risk
- Wealth
- Financial Markets
- Payments
- Savings
- Trading
- Funding
- Asset
- Mutual Funds
- Private Banking
- Investment Banking
- Structured Products
- Capital Markets
- Basel II
- Equities
- MiFID
- Retail Banking
- Fixed Income
Bernardo Moraes Summary
- Bernardo Moraes, based in Lisbon, PT, is currently a Director Wealth Management at UBP - Union Bancaire Privée. Bernardo Moraes brings experience from previous roles at BPI, Deutsche Bank and Banco BPI. Bernardo Moraes holds a 2017 - 2017 Wealth Management Certificate @ Nova School of Business and Economics. With a robust skill set that includes Investments, Loans, Customer Service, Customer Relations, Financial Planning and more. Bernardo Moraes has 2 emails and 1 mobile phone numbers on RocketReach.
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