PEDRO REIS
Surrey,British Columbia
Summary
Account Manager with 4 years of experience in financial institutions, specializing in investment consulting for high net worth clients, pension plans, real estate credit analysis, vehicle financing, personal credit, and accounting analysis of companies for credit approval. Also spent the last 2 years in Ireland studying English to enhance communication skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Cashier
CENTRA
08.2022 - 10.2023
- In this role, I was responsible for handling transactions, tapping each item purchased, and managing cash movements for each transaction. Additionally, I contributed to the upkeep of cleanliness and organization within the workspace, ensuring a welcoming environment for both colleagues and customers alike.
Corporate account manager
Bradesco S.A. Brazil
10.2018 - 03.2022
- As a corporate account manager, my main responsibility was managing a portfolio of business clients and providing them with comprehensive financial services
- This included assessing their financial needs and helping them secure the necessary capital to grow their businesses, such as capital financing, fleet financing, and real estate financing
- Additionally, I conducted accounting analysis to determine a business's financial health and creditworthiness, and assisted in selecting appropriate banking and investment products
- Throughout the process, I provided personalized service to each of my clients, ensuring that their needs were met and that they were satisfied with the financial services provided.
Account Manager High Incomme
Bradesco S.A. Brazil
09.2017 - 10.2018
- As a high-net-worth account manager, I provided customized investment consultancy services, retirement planning, wealth management, mortgage and auto loans, personal credit, and various insurance products such as life, auto, and health insurance, among others.
Real State Salesman
Soraya Reis CO. Brazil
02.2015 - 05.2017
- As a real estate salesperson, I provided customized property presentations to clients based on their specific needs, facilitated the negotiation process between parties, and handled administrative tasks related to the sales process
- This included property viewings, marketing, and paperwork, as well as ensuring that clients' needs were met throughout the entire buying or selling process.
Education
Industrial mechanics technical - Mechanical Engineering Technology
Centro Técnológico De Minas Gerais - CEFET
Belo Horizonte, Brazil09.2016
ENGLISH DIPOMA - ENGLISH
ICOT ENGLISH SCHOOL
CORK - IRELAND06.2021
Certificate - Finance
AMBINA CPA-20
BELO HORIZONTE - BRAZIL10.2019
Skills
- Microsoft Office
- People Management
- Logical Reasoning
- Customer Service
- Very Organized
- Sales Techniques
Certification
- Fundamental Analysis of Companies Course, IBS
- CPA-20 Investment Consultant Certification, AMBIMA
- Business Communication, Bradesco S.A.
- Compliance, Bradesco S.A.
Languages
Portuguese
Native or Bilingual
English
Native or Bilingual
References
References available upon request
Timeline
Cashier
CENTRA
08.2022 - 10.2023
Corporate account manager
Bradesco S.A. Brazil
10.2018 - 03.2022
Account Manager High Incomme
Bradesco S.A. Brazil
09.2017 - 10.2018
Real State Salesman
Soraya Reis CO. Brazil
02.2015 - 05.2017
Industrial mechanics technical - Mechanical Engineering Technology
Centro Técnológico De Minas Gerais - CEFET
ENGLISH DIPOMA - ENGLISH
ICOT ENGLISH SCHOOL
Certificate - Finance
AMBINA CPA-20