POSITION           

Head of Middle and Back Office

DATE OF BIRTH

1974

 

ACADEMIC QUALIFICATIONS     

Accountant

 

PROFESSIONAL EXPERIENCE

2015 - 2017: Head of Middle and Back Office at Banque de Patrimoines Privés SA - Portuguese Branch - Lisbon

2015 - 2015: Management Assistant at Crédit Suisse (Luxembourg) SA - Portuguese Branch - Lisbon

2008 - 2015: Middle Office team leader at Banque Privée Espirito Santo SA - Portuguese Branch - Lisbon

2005 - 2008: Management Assistant at Banque Privée Espirito Santo SA - Representative Office - Lisbon

1998 - 2005: Management Assistant at Banque Privée Espirito Santo SA - Headquarter - Lausanne/Switzerland

1994 - 1998: Accountant at BDO Visura - Lausanne/Switzerland

 

FUNCTIORESPONSIBILITIESITIES

Back Office (Team management, validation and follow-up of clients' operations), Back office securities (purchase, sell and transfer), Middle Office (account openings, customer data management, credit cards, transfers), "Ofícios" from Bank of Portugal, Reports for Internal Audit, Control of corporate events in Interbolsa STD platform, Control of daily settlement of SEPA transfers, Accounting (payroll processing, tax returns for individuals, external audit assistance)

 

LANGUAGES      

Portuguese (native), French (native), Inglês (Intermediate), Spanish (fluent)

 

CONTACTS         

E-mail:  rmc@vanguardeagle.com

Website:  www.vanguardeagle.com

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