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Investment Banking Portfolio Manager
Investment Banking Portfolio Manager
New mentor!
Member since 2026
  • Vancouver
  • Dubai
  • ,
  • Hong Kong
  • ,
  • Houston
  • ,
  • London
  • ,
  • Mumbai
  • ,
  • New York City
  • ,
  • Singapore
About the mentor

Private Banker | 21 Years Across 6 Global Financial Hubs | JP Morgan · TD Bank · Emirates NBD | Vancouver-Based | Mentor for Finance & Banking Careers

About Me

Breaking into finance — or rebuilding a career within it — is rarely a straight line. I know this firsthand.

Over 21 years, I built my career across six of the world's most dynamic financial centres: Mumbai, London, Hong Kong, Singapore, Dubai, and Vancouver. I've worked at institutions ranging from JP Morgan Chase to TD Bank, across disciplines spanning private banking, wealth management, commercial lending, investment banking operations, credit structuring, and insurance brokerage. I've managed a $315M AUM private banking book, led teams across four countries, structured complex credit and financing solutions for HNW individuals and corporates, and navigated the full spectrum of global financial markets.

I now mentor because I've lived the journey that many of you are just beginning — and I want to help you navigate it with greater clarity, confidence, and strategy than I had when I started.

Who I Mentor Best

I work particularly well with:

  • Students and early-career professionals targeting private banking, wealth management, or commercial banking roles — whether in Canada, the Middle East, or Asia-Pacific
  • International finance professionals navigating a career transition into the Canadian market, especially those dealing with credential recognition, network gaps, or re-entry challenges
  • Career changers moving into financial services from adjacent industries, unsure of how to position their transferable skills
  • Mid-career professionals looking to move from retail or commercial banking into private banking or wealth management
  • Anyone who feels their resume or LinkedIn profile doesn't do justice to the depth of their experience

What I Bring to the Table

🏦 JP Morgan Chase — 9 years across Mumbai, London, Hong Kong & Singapore Led teams in equity derivatives operations, regulatory compliance (MiFID, EMIR, Dodd-Frank, SOX), and cross-functional stakeholder management. This foundation gave me a truly global perspective on how Tier 1 institutions operate.

🏦 TD Bank, Vancouver — Private Banker Managed and grew a $315M AUM book across private and business banking. Built a pipeline through centres of influence — accountants, lawyers, real estate advisors — and delivered integrated credit, lending, and wealth solutions to HNW clients.

🏦 Emirates National Bank of Dubai — Senior Relationship Officer Client acquisition and credit structuring across SME and commercial banking segments in one of the world's most competitive and fast-moving banking markets.

🌐 Blend Financial / Prowess Insurance, Mumbai — AVP Raised capital for greenfield and brownfield projects across commercial banking, project finance, trade credit, and a niche specialty insurance market including surety bonds, political risk, and Lloyds-backed products.

My Mentoring Style

I'm direct, practical, and genuinely invested in the people I work with. I don't deal in generic advice — I ask questions, understand your specific situation, and help you build a strategy that is realistic and actionable.

In our sessions, we can cover:

  • Career mapping and role targeting in banking and finance
  • Resume and LinkedIn profile optimization
  • Breaking into private banking or wealth management
  • Navigating the Canadian banking market as an internationally trained professional
  • Interview preparation and stakeholder communication
  • Networking strategy and building centres of influence
  • Understanding credit, lending, and wealth management fundamentals

Academic Background

  • 🎓 Post-Baccalaureate Diploma, North American Business Management — Capilano University (Graduated with Distinction, 2023)
  • 🎓 Master of Commerce (Finance & Management) — MDS University, Ajmer
  • 🎓 Bachelor of Commerce (Finance & Economics) — University of Mumbai

A Note on My Own Journey

I re-entered the Canadian workforce after years abroad — navigating credential recognition, a new market, and a new professional network from scratch. I know what it feels like to have deep experience that the local market hasn't yet recognized. If that resonates with you, I especially want to hear from you.

Let's Connect

Whether you're a student charting your first move into banking, a professional eyeing a transition into private wealth, or someone rebuilding their career in a new country — I'd genuinely love to help. Reach out and let's have a real conversation about where you are and where you want to go.

📍 Vancouver, BC | 🌐 linkedin.com/in/neil-joaquim-dsouza

Expertise
  • Investment Banking
  • Asset Management
  • Sales and Trading
  • Commercial Banking
  • Investment Advisor
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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