Open to opportunities

João Carlos Rocha

@joocarlosrocha

Message

I lead private banking relationships, investment advisory, and financial analysis for high-value clients.

Portugal

Message

I'm currently a Director at Banco Finantia, following my role as Deputy Director in Private Banking, where I work with private banking and investment matters.

Previously, I served as Senior Premier Manager at Bankinter Portugal and as a Financial Service Advisor at Banco de Investimento Global. From 2018 to 2023, I supported financial due diligence, business valuation, financial modelling, negotiation advisory, financial markets, risk management, and client-oriented communication.

My earlier experience at NOVO BANCO included Financial Account Management and Investment Management through BES 360, building a strong foundation in investments, financial advisory, relationship management, sales, business analysis, and customer experience.

I also bring commercial and analytical experience from product management at Radio Popular, where I was responsible for entertainment-category purchasing, and business consulting, where I developed a restructuring business plan that supported margin growth.

Experience

Work history, roles, and key accomplishments

Current

Diretor

Current

Banco Finantia

Feb 2026 - Present (7 months)

Diretor at Banco Finantia, responsible for private banking and investment management.

Private Banking Investment Banca Privada

Diretor adjunto

Banco Finantia

Sep 2024 - Mar 2026 (1 year 6 months)

Worked as Diretor adjunto at Banco Finantia.

Banca Privada

Gestor Sénior Premier

Bankinter Portugal

Jul 2023 - Aug 2024 (1 year 1 month)

Worked as Gestor Sénior Premier at Bankinter Portugal.

Financial Service Advisor

Banco de Investimento Global

Aug 2018 - Jul 2023 (4 years 11 months)

Worked as Financial Service Advisor at Banco de Investimento Global.

Atendimento ao Cliente Resolução De Problemas Análise De Negócios Gestão De Relacionamentos Empresariais Experiência Do Cliente Ingles Comunicação Relacionamento Com Clientes Liderança De Equipe Direção Executiva Gestão De Pessoas Liderança Competências interpessoais Empreendedorismo Desenvolvimento De Negócios Criação De Relacionamentos

Financial Account Manager

NOVO BANCO

Aug 2014 - Aug 2018 (4 years)

Worked as Financial Account Manager at NOVO BANCO.

Atendimento ao Cliente Resolução De Problemas Análise De Negócios Gestão De Relacionamentos Empresariais Experiência Do Cliente Ingles Comunicação Relacionamento Com Clientes Competências interpessoais Empreendedorismo Desenvolvimento De Negócios Criação De Relacionamentos

Investment Management BES 360

NOVO BANCO

Jan 2011 - Aug 2014 (3 years 7 months)

Worked as Investment Management BES 360 at NOVO BANCO.

Atendimento ao Cliente Resolução De Problemas Análise De Negócios Gestão De Relacionamentos Empresariais Experiência Do Cliente Ingles Comunicação Relacionamento Com Clientes Competências interpessoais Empreendedorismo Criação De Relacionamentos

Product Manager

Radio Popular, Electrodomésticos S.A.

Jun 2010 - Jan 2011 (7 months)

Responsável pela área de compras da família de Entretenimento.

Atendimento ao Cliente Resolução De Problemas Análise De Negócios Experiência Do Cliente Ingles Relacionamento Com Clientes Competências interpessoais Empreendedorismo Contabilidade Criação De Relacionamentos

Business Consultant

Loja da Praça

Apr 2009 - Jun 2009 (2 months)

Completion of a business plan

Análise De Negócios Experiência Do Cliente Relacionamento Com Clientes Competências interpessoais

trainee

IBCO Gestão de Patrimónios

Oct 2008 - Feb 2009 (4 months)

Worked as trainee at IBCO Gestão de Patrimónios.

Competências interpessoais

Trainee

Sogevinus Fine Wines, S.A.

Jul 2008 - Sep 2008 (2 months)

Worked as Trainee at Sogevinus Fine Wines, S.A..

Competências interpessoais Contabilidade

Education

Degrees, certifications, and relevant coursework

Universidade Católica Portuguesa

Universidade Católica Portuguesa - Centro Regional do Porto

Mestrado em Direito e Gestão , Direito e Gestao

2016 - 2018

Universidade Católica Portuguesa - Centro Regional do Porto

Mestrado, Direito e Gestão

2016 - 2018

Mestrado em Direito e Gestão from Universidade Católica Portuguesa - Centro Regional do Porto, completed between 2016 and 2018.

Universidade Católica Portuguesa

Graduated in Management of Companies, .

2004 - 2008

inquirer in the probing centre of opinion of the UCP(CESOP),volunteer of the food bank,Treasurer of the students association of the faculty of economy and management and I had to organize,handle and present several reports of bills in the period of 2006 and 2007

Universidade Católica Portuguesa

Licenciatura, Management

2004 - 2008

Activities and societies: Treasurer of the students association; volunteer at the food bank; interviewer at CESOP opinion polling centre.

Graduated in Management of Companies from Universidade Católica Portuguesa. During this period, served as treasurer of the students association, organized and presented financial reports, and volunteered with the food bank.