Cecilia Musy Email & Phone Number

Geneva, Switzerland

Geneva

High responsibility in monitoring all administrative tasks and coordination with the front desks of the banks related to orders placed with traders, loan issues, guarantees, foreing exchange for discretionary accounts and in absence of the Manager in charge of placing orders with traders directly. Responsible for opening bank accounts, off-shore companies, Foundations, preparation of marketing presentations and portfolios reconciliation for clients as well as all administrative duties for retrocessions.

Geneva

Working at the Relationship Management Department of the Indian Market. I participated with high responsability in all private banking activities related to selling financial products as well as monitoring its results and giving investment advice to clients and prospective investors. During this period a acquired a Diploma of Wealth Manager with distintion and was nominated commercial representative.

Geneva

Working at the Relationship Department for the Latin America & Indian Market. I was in charge of all administrative duties such as input of orders, purchase & sale of products, analyzing collateral value to buy additional products, issues of loans & guarantees, opening bank accounts and providing currencies, stocks & bonds prices to Relationship Managers from abroad.

Geneva

Working at the Relationship Department for the Latin America Market. I was in charge of all administrative duties such as input of orders, purchase & sale of products, analyzing collateral value to buy additional products, issues of loans & guarantees, opening bank accounts and providing stocks & bonds prices to clients.

Certificate Of Compliance, Compliance

Wealth Manager, Wealth Manager, Ranked # 1 Passed With Distinction

Private Banking Assistant at Credit Agricole (Suisse) SA