
Joao Marmelo
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Joao Marmelo
- Current 9 years and 11 months, since Jul 2016
Regional Sales Director
Bâloise
- Life Insurance Dedicated Funds - If you want to be sure about the future of your investments and guarantee the future of your family, especially your children, please, don't hesitate to contact me. Don't lose time thinking in what might come in the future because today you have the power of choosing how you want it to be. My company can offer you tailored solutions for you and for those you care most.
- 9 months, Oct 2009 - Jun 2010
Independent Financial Sales Advisor
Freelancer
Financial solutions advising for HNWI
- 1 year and 11 months, Nov 2007 - Sep 2009
Country Manager Portugal
Foyer International
Development of a Business Plan to start selling Foyer International solutions in Portugal - Responsible for all pre-sales and sales activity done in Portugal - Selling unit-linked insurances that are tailor-made to private wealth management clients - Ideal product for private wealth managers with very demanding clients
- 6 years and 11 months, Dec 2000 - Oct 2007
Client Relationship Manager, Product Developer
ESAF - Espirito Santo Activos Financeiros
Strategy: Gathering information to guide the sales strategy followed by ESAF - Product Development and Relationship Management: Development of new Mutual Funds, including structured funds and Business Plans to change the offer and seek new opportunities; Sales Relationship with our Funds' distributors; Development of regular Business Plans for new projects inside ESAF - Management Control: Development of a new model to identify every processes and indicators to measure ESAF's performance
Ausbildung von Joao Marmelo
- 1 year, Jan 2012 - Dec 2012
Portuguese Tax Law
Universidade Católica
Portuguese Tax Law
- 1 year and 1 month, Sep 2005 - Sep 2006
Management Control
Overgest
Management Control and Performance
- 7 months, Jan 2001 - Jul 2001
Financial Markets
CEMAF
Financial Markets
- 1995 - 2000
Economics
ISCTE
Sprachen
Portuguese
C2 (Verhandlungssicher / Muttersprachlich)
English
C1 (Fließend)
French
C1 (Fließend)
Spanish
C1 (Fließend)
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