Carlos Pinheiro from Banco BPI is our Advisor of the Month

When and how did your career in the financial sector begin?

I start in a local Portuguese Bank in 2001.

Could you describe a typical workday and how you manage your time?

Get up at 7 AM, go to the center of the city where I work  ( Private Banking), have a small briefing, with the team, then speak with clients about all they need in terms of investments, or business, most of my time is out of the office, in meetings, lunch with the clients…finish the day normally at 20:00, but sometimes need to work a little more in terms of hours because I have clients from abroad, time zone.

In your opinion, what is the most crucial aspect of wealth and asset management?

In terms of Private Banking, the crucial is to be near the clients and give them security and good advice on the best investment in terms of a profile. 

What are the current demands and expectations of your clients? Considering the current market situation, what recommendations would you make to them?

We have a Wonderfull team in research, and give us the best investments according to the profile of the client if they are moderate, aggressive…. 

Are there any specific sectors that you find particularly intriguing at the moment?

All about technology. 

Have you observed any changes in your clients' profiles in recent years? How would you characterize your typical customer?

Yes, I think, the clients are more and more informed about the investments, sophisticated, well known.  

What advice would you offer to someone aspiring to pursue a career in the financial sector?

To be prepared, to be a part of a team, informed, nice, well dressed, work a lot. 

In your leisure time, what activities do you enjoy engaging in?

Play with my kids, read, walk, workout, listening music, and travel with the family.