José Valadas, CFA

Relationship Manager - VP @ J. Safra Sarasin

Country

Switzerland

City

Geneva

Industry

Financial Services

Skill

Gestão de projetos, Inglês, Microsoft Office, Atendimento ao Cliente, Gestão, Microsoft Excel, Oratória, Pesquisa, Planejamento estratégico, Microsoft Word

Experience

Relationship Manager - VP

J. Safra Sarasin

2024-10 - Present · 2 yrs

Genebra, Suíça

Relationship management/ Business Development

Client Relationship Manager IAM UK/CH

Pictet Group

2024-1 - 2024-9 · 9 mos

Genebra, Suíça

Client Relationship Manager IAM LatAm

Pictet Group

2020-9 - 2023-12 · 3 yrs 4 mos

Genebra, Suíça

Graduate - Client Relationship Manager IAM - LatAm

Pictet Group

2018-9 - 2020-8 · 2 yrs

Geneva e Região, Suíça

Graduate - Wealth Management - Suisse Romande

Pictet Group

2019-3 - 2019-8 · 6 mos

Permanent Mission of Portugal to the United Nations and other IO / PEPAC MNE

Ministério dos Negócios Estrangeiros

2017-9 - 2018-8 · 1 yr

WHO, WTO

Trainee

Banco BPI

2017-2 - 2017-8 · 7 mos

Lisboa

Portfolio Manager assistant (Asset Allocation Team)

Trainee

CGD

2016-9 - 2017-1 · 5 mos

Lisboa e Região, Portugal

Developed an asset allocation model tailored to the asset manager and clients’ needs

Financial Analyst

Grupa Eurocash

2015-6 - 2015-7 · 2 mos

Warsaw, Masovian District, Poland

Internship at Investor Relations' department

Professor/Tutor

HEC Prep

2014-9 - 2015-6 · 10 mos

Geneva e Região, Suíça

Professor in Mathematics and Statistics for students improving difficulties in the Bachelor of Science in Business Administration (University of Geneva)

Deloitte certificate

Deloitte

2013-11 - 2013-12 · 2 mos

Geneva e Região, Suíça

Learn 2 Lead certificate

Procter & Gamble

2012 - 2012

Geneva e Região, Suíça

Education

Nova School of Business and Economics

2015 - 2017 · 2 yrs

#14 Master in Finance worldwide according to Financial Times Ranking 2016 Obtained with Distinction G.P.A: 18.35/20 Master Thesis: Implementation of the Black-Litterman Model (20/20)