Carita Email & Phone Number
Wealth Manager | Private Banker | Senior Financial Advisor @ Golden Wealth Management
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Carita Location
- Lisbon, PT
Carita Work
- 2021 -now Wealth Manager | Private Banker | Senior Financial Advisor @
- 2019 -2021 International Private Banker @
- 2019 -2019 Private Banker @
- 2018 -2019 Private Banker @
- 2014 -2017 Senior Financial Advisor for Private and Commercial Clients @
- 2008 -2014 Premier Relationship Manager @
- 2007 -2008 Branch Manager Assistant @
- 1996 -2006 Prestige Relationship manager @
- 1999 -2000 Web Content Manager @ Multiconteudos Lda.
Carita Education
- ISCTE - Instituto Universitário de Lisboa
Master’s Thesis – ISCTE-IUL (2016) (The Importance of Financial Literacy in Investment Decisions)
2015-2016 - INDEG-IUL ISCTE Executive Education
Postgraduate Program – ISCTE-IUL (Assets and Financial Markets)
2014-2015 - Nova School of Business and Economics
Premier Relationship Manager Training – Nova SBE & IFB (Banking and Financial Services)
2008-2009 - Universidade Católica Portuguesa
(GMAT Preparation – Universidade Católica Portuguesa (Lisbon))
2008-2008 - Universidade Lusíada de Lisboa
Licenciate Degree in Management – Universidade Lusíada de Lisboa (Management)
1997-2002 - Instituto de Formação Bancária
High School (Professional Banking Studies – Instituto de Formação Bancária (IFB))
1993-1996
Carita Skills
- Customer Relations
- Retail Banking
- Banking
- Credit
- Financial Analysis
- Loans
- Asset Management
- Commercial Banking
- Portfolio Management
- Credit Risk
- Customer Service
- Finance
- Financial Risk
- Financial Services
- Investment Banking
- Private Banking
- Financial Markets
- Fundos de investimento
- Produtos estruturados
- Gestão de carteiras
- Teamwork
- Financial Planning
- Aconselhamento Financeiro Independente
- Stakeholder Management
- Investments
- Negotiation
- Team Management
- Team Leadership
- Communication Verbal and Writting
- Risk Management
- Operational Risk
- Business Strategy
- Management
- Communication
Carita Summary
- Carita, based in Lisbon, PT, is currently a Wealth Manager | Private Banker | Senior Financial Advisor at Golden Wealth Management. Carita brings experience from previous roles at ABANCA Portugal and Deutsche Bank. Carita holds a 2015 - 2016 Master’s Thesis – ISCTE-IUL (2016) in The Importance of Financial Literacy in Investment Decisions @ ISCTE - Instituto Universitário de Lisboa. With a robust skill set that includes Customer Relations, Retail Banking, Banking, Credit, Financial Analysis and more. Carita has 3 emails and 7 mobile phone numbers on RocketReach.
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