Christophe Monney

Christophe Monney Email and Phone Number

Global Ultra High Net Worth (UHNW) Mexico @
Christophe Monney's Location
Zurich, Switzerland, Switzerland
Christophe Monney's Contact Details

Christophe Monney work email

Christophe Monney personal email

About Christophe Monney

Bank Economist with solid knowledge of Financial industry, compliance regulations and operational procedures. Competencies in Business Management, Project Management and building long-term business relationships within an international environment. Excellent negotiation and client interfacing skills. Proactive, strong team player and solution-oriented individual.

Christophe Monney's Current Company Details
UBS Switzerland AG, Wealth Management International

Ubs Switzerland Ag, Wealth Management International

Global Ultra High Net Worth (UHNW) Mexico
Christophe Monney Work Experience Details
  • Ubs Switzerland Ag, Wealth Management International
    Client Account Manager, Global Ultra High Net Worth (Uhnw) Mexico
    Ubs Switzerland Ag, Wealth Management International 2016 - Present
    Zürich Area, Switzerland
    • Providing client support and service delivery within an international and cross divisional environment• Ensuring support to Client Advisor in development of Client Business Plan and implementation of business strategies• Key focus on developing long-term client relationships, on growing market share and on maximizing KPIs• Acting as point of contact for processing client queries (i.e. trading activities, registering & amending investment mandates, coordinating onboarding process, updating client documentation, deputizing Client Advisors)• Handling and resolution of compliance and document related matters (i.e. leading exception requests with legal & compliance)• Actively collaborating with Sales Teams, internal stakeholders and with the WM Middle Office
  • Fx Asset Management Ag
    Business Manager
    Fx Asset Management Ag 2014 - 2015
    Zürich Area, Switzerland
    FX Asset Management offers financial advisory and investment solutions to private, corporate and institutional clients.• Leading and coordinating the foundation and the registration process of the new investment fund with the Financial Services Authority in Seychelles• Monitoring the fund creation process and reporting progress to the Fund Administrators• Defining and executing business strategies and compliance policy accordingly to Swiss and Seychelles financial rules and regulations• Elaborating investment fund KYC/AML onboarding form and compliance guidelines• Collaborating with partnered entity based in Dubai for corporate finance matters and with Fund Manager based in New York City for new onboarding client applications
  • Ubs Ag, Wealth Management International
    Investment Specialist, Global Financial Intermediaries
    Ubs Ag, Wealth Management International 2012 - 2013
    Geneva Area, Switzerland
    • Leveraging UBS value proposition in servicing complex investment needs of Financial Intermediaries and their end-clients• Identifying market and client opportunities through regular book screenings• Acting product neutral on all asset classes, focusing on strategic asset allocation and cross-product solution engineering• Developing synergies and cross selling activities with UBS Investment Bank and UBS Global Asset Management
  • Ubs Ag, Wealth Management International
    Client Advisor, Global Financial Intermediaries
    Ubs Ag, Wealth Management International 2010 - 2012
    Geneva Area, Switzerland
    • Responsible for key risk management and cross boarder issues (onboarding process, KYC, compliance and transaction monitoring)• Reviewing responsibilities of sensitive clients (SCAP, SIAP, PEP)• Handling escalation AML cases and clean-up activity of identified deficiencies• Key focus on developing long-term relationships with the Financial Intermediaries and on growing market share• Acquiring and developing clients with a high level of complexity
  • Ubs Ag, Wealth Management Switzerland & International
    Junior Client Advisor, Global Financial Intermediaries
    Ubs Ag, Wealth Management Switzerland & International 2007 - 2009
    Geneva Area, Switzerland
    • Responsible for key risk management and cross boarder issues (onboarding process, KYC, compliance and transaction monitoring)• Reviewing responsibilities of sensitive clients (SCAP, SIAP, PEP)• Handling escalation AML cases and clean-up activity of identified deficiencies• Key focus on developing long-term relationships with the Financial Intermediaries and on growing market share
  • Ubs Ag, Wealth Management Switzerland
    Client Advisor Assistant, Global Financial Intermediaries
    Ubs Ag, Wealth Management Switzerland 2006 - 2007
    Lausanne Area, Switzerland
    • Ensuring active support to Account Manager (risk management, administrative contracts, client queries, stock market orders)
  • Ubs Ag, Wealth Management Switzerland
    Banking & Financial Internship
    Ubs Ag, Wealth Management Switzerland 2004 - 2006
    Lausanne Area, Switzerland
    • Wealth Management and investment process• Client services, investment products and banking procedures• Private client advisory and mortgages
  • Friderici Ag
    Accounting & Controlling Internship
    Friderici Ag 2003 - 2004
    Morges Area, Switzerland
    Friderici provides exceptional transport solutions and transportation of goods services in Switzerland and around the world.• Creditors bookkeeping and controlling (accounting entry processing and payments execution)• Cash flow management and treasury reporting on daily and weekly basis• Transferring accounting records in order to implement the software Syslog

Christophe Monney Skills

Wealth Management Fixed Income Asset Managment Bonds Equities Portfolio Management Bloomberg Mutual Funds Structured Products Investment Advisory Financial Advisory Private Banking Asset Management

Christophe Monney Education Details

  • Kalaidos Banking+Finance School
    Banking, Corporate, Finance, And Securities Law
  • Gymnase Auguste Piccard, Lausanne
    Gymnase Auguste Piccard, Lausanne
    Federal Vocational Baccalaureate In Accounting & Controlling
  • Gymnase Auguste Piccard, Lausanne
    Gymnase Auguste Piccard, Lausanne
    Economics And Business

Frequently Asked Questions about Christophe Monney

What company does Christophe Monney work for?

Christophe Monney works for Ubs Switzerland Ag, Wealth Management International

What is Christophe Monney's role at the current company?

Christophe Monney's current role is Global Ultra High Net Worth (UHNW) Mexico.

What is Christophe Monney's email address?

Christophe Monney's email address is ch****@****ubs.com

What schools did Christophe Monney attend?

Christophe Monney attended Kalaidos Banking+finance School, Gymnase Auguste Piccard, Lausanne, Gymnase Auguste Piccard, Lausanne.

What skills is Christophe Monney known for?

Christophe Monney has skills like Wealth Management, Fixed Income, Asset Managment, Bonds, Equities, Portfolio Management, Bloomberg, Mutual Funds, Structured Products, Investment Advisory, Financial Advisory, Private Banking.

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