Sandra Dias H. Chaves

Corporate Solutions Consultant & Program Facilitator at Porto Business School (2021-01 – Present)

Manages a corporate client portfolio generating €1M per year, running end-to-end sales cycles and facilitates executive in-company sessions.

Manages a corporate client portfolio generating €1M per year, running end-to-end sales cycles: prospecting, discovery, needs diagnosis, proposal design and development, negotiation and closing
Facilitates executive in-company sessions and programmes, adapting content and dynamics to different sectors, profiles and learning objectives
Coordinates internal stakeholders (Learning Experience Design, Program Directors, Faculty) to co-create tailored educational solutions
Tracks pipeline progression and contributes to commercial forecasting through structured reporting and opportunity follow-up
Contributes to sales enablement through refinement of value messaging and internal best practices

Financial Investment Consultancy and Management at REAP - Family Office (2013-01 – 2021-12)

Managed long-term relationships with high-net-worth clients and prepared investment analysis for decision-making support.

Managed long-term relationships with high-net-worth clients, with a focus on follow-up discipline, service quality and expectation management
Prepared investment analysis, documentation and client reporting to support decision-making and portfolio monitoring
Coordinated with external stakeholders including banks, legal and tax advisors
Coached and developed team members on client engagement, follow-up discipline and service standards

Assistant to the Board at FOCO - Family Office Consulting (2011-01 – 2013-12)

Supported board-level activities through administrative coordination and documentation management.

Supported board-level activities through administrative coordination, documentation management and internal workflow organisation
Assisted in preparing reporting materials and ensuring operational follow-through

Private Banker at Banco Privado Português (1997-01 – 2009-12)

Developed and managed long-term relationships with high-net-worth clients, providing tailored banking and investment solutions.

Developed and managed long-term relationships with HNW clients, providing tailored banking and investment solutions
Conducted discovery meetings and regular client reviews to identify opportunities for retention, cross-selling and portfolio growth
Structured complex proposals in coordination with internal specialists
Supported performance culture through follow-up discipline, service standards and team alignment
Contributed to onboarding and informal coaching of junior colleagues (client approach, follow-up routines, service excellence)

Private Banker at Banco BPI (2009-01 – 2011-12)

Developed and managed long-term relationships with high-net-worth clients.

Developed and managed long-term relationships with HNW clients, providing tailored banking and investment solutions
Conducted discovery meetings and regular client reviews to identify opportunities for retention, cross-selling and portfolio growth
Structured complex proposals in coordination with internal specialists
Supported performance culture through follow-up discipline, service standards and team alignment
Contributed to onboarding and informal coaching of junior colleagues (client approach, follow-up routines, service excellence)

Back Office at Deutsche Bank (1994-01 – 1997-12)

Supported operational workflows related to banking activities and managed documentation.

Supported operational workflows related to banking activities, ensuring timely processing, accuracy and compliance
Managed documentation and internal coordination across stakeholders

Assistant to the Board at Finanstar – Serviços Financeiros, Empresariais e Imobiliários (1993-01 – 1994-12)

Supported board-level activities and banking operations.

Supported board-level activities through administrative coordination, documentation management and internal workflow organisation
Assisted in preparing reporting materials and ensuring operational follow-through

Sobre