Ana Raquel

Client-facing professional with 10+ years of work experience - including 3+ years in commercial banking and retail sales - managing portfolios of up to 800 clients and driving product sales across financial and retail sectors. Combines direct sales execution with client relationship management and risk analysis, backed by an MSc in Economics in progress. Fluent in English (C2) and French (B1).

PREMIUM ACCOUNT MANAGER at Banco ATLANTICO Europa (2024-09 – Present)

• Grew HNW client portfolio from 0 to ~600 clients (assets >€500k), managing €78M in investments, resources and loans.
• Sold €50M in savings/investment products.
• Oversaw 80+ daily account-opening processes, including document collection, signing, and formalization.
• Identified operational inefficiencies in onboarding workflows and proposed process improvements.

ACCOUNT MANAGER at Bankinter Portugal (2023-02 – 2024-09)

• Scaled managed client portfolio from ~300 to ~800 clients (+167%).
• Built and expanded B2B partnerships with credit intermediaries, growing acquisition channels and regional coverage.
• Managed onboarding, KYC, and customer data compliance.

Sales Assistant at Rockport, Triumph and Decathlon (2020 – 2022)

Student worker (2016 – Present)

Masters in Economics – ISCTE Business School (2025)

Postgraduate in Journalism – NOVA School of Social Sciences and Humanities (2021 – 2022)

Degree in International Relations - Minor in Sociology – Faculty of Economics, University of Coimbra (2017 – 2021)