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 @ UBP
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2014 - 2024 Senior Private Banker @ Banco BPI
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2012 - 2014 Subdirector Private Banking @ Deutsche Bank
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2009 - 2012 Assessor Financeiro @ Banco BPI
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1999 - 2009 Product and Services Manager @ Banco BPI

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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

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Bernardo Moraes Skills

Investments
Loans
Customer Service

Customer Relations
Financial Planning
Banking
Credit
Portfolio Management
Insurance
Mortgage

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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.

Bernardo Moraes Emails

Found 2 emails

Bernardo Moraes Phone Numbers

Found 1 phone numbers

+91 94550 2XXXX

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