ISGAM - Asset Management

As a RM and Business Development, I've merged traditional finance with creativity, focusing on relationship building, technology embracement, and innovative strategies.

Client Onboarding: Successfully transitioned a diverse client portfolio to Switzerland, demonstrating my adeptness at navigating financial complexities while prioritizing clients' satisfaction.

Digital Transformation: Played a crucial role in the company's digital shift. We introduced new-age tools that revolutionized our marketing, CRM, and workflows, optimizing our performance in a digitally-driven world.

Social Media Strategy: Revitalized our social media presence with engaging content, an improved timeline, and robust leads generation process, fostering productive digital interactions.

Product Development: Developed a new investment tool targeting tech-savvy, value-focused younger investors, highlighting my commitment to innovation and meeting our clients' evolving needs.

Business Expansion: Spearheaded the venture into new business markets, introducing fresh growth opportunities and strengthening our standing in the finance industry.

In my journey through the finance world, my pursuit for creativity and innovation remains. I continue to challenge the standard, making the financial world more dynamic and exciting.

Relationship Manager & Business Development

easly

Easly is a high-tech platform that digitalizes and automatizes on-demand home cleaning services.
One app that brings housekeeping services into the 21 century!
Easly's objective is the digital transformation of the way we take care of our homes.

Co-Founder - Head of Product

Banco de Investimento Global

Assuring premium investment services and monitoring investments portfolio helping HNWI investors in diversifying and protecting their acquired wealth and investments.

In-person and online meetings with clients and prospects, to establish their financial goals, risk tolerance and other information needed to develop a financial plan.

Data analysis to prepare financial plans and investment proposals based on investments portfolio performance and specific characteristic of each client.

In-depth collaboration in organized events lead by the Wealth Management Team, included preliminary contacts with stakeholders & potential speakers. More recently, I set up webinars to promote the Wealth Management activity throughout investors.

Implementation and management of investment portfolios (Morningstar tools, Prorealtime for technical analysis, TC2000, Teletrader, Bloomberg, Reuters).

Wealth Manager

Millennium bcp

Addressing information through clients about financial markets events and prepare investments proposals to achieve the proposed financial goals & profitability.

Carrying out daily financial transactions and analysis of Corporate Balance Sheets to prepare credit approvals in financing solutions.

Relationship Manager

Euro Info Centre

Providing tools, advisory and assistance to SMEs, in a wide range of schemes such as public procurement, business cooperation, financing and market research and EU Regulation.

Addressing information through seminars, workshops, bulletins, and guides to SMEs.

Business Analyst - trainee

Relationship Manager 📈 Co-founder 🚀 Tech for finance enthusiast 👨‍💻

I am in Finance for a thousand years! 

Financial Markets enthusiast who deconstructs investments in a crystal clear way. I am helping people invest smarter. +10 years of experience in Wealth Management.

Let’s get in touch! 🔔 

Taplio

Paulo Soares, CMSA®'s Linkedin Analytics

Paulo Soares, CMSA®

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