Christophe Monney work email
- Valid
Christophe Monney personal email
- Valid
- Valid
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.
Ubs Switzerland Ag, Wealth Management International
-
Client Account Manager, Global Ultra High Net Worth (Uhnw) MexicoUbs Switzerland Ag, Wealth Management International 2016 - PresentZürich 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
-
Business ManagerFx Asset Management Ag 2014 - 2015Zürich Area, SwitzerlandFX 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
-
Investment Specialist, Global Financial IntermediariesUbs Ag, Wealth Management International 2012 - 2013Geneva 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
-
Client Advisor, Global Financial IntermediariesUbs Ag, Wealth Management International 2010 - 2012Geneva 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
-
Junior Client Advisor, Global Financial IntermediariesUbs Ag, Wealth Management Switzerland & International 2007 - 2009Geneva 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
-
Client Advisor Assistant, Global Financial IntermediariesUbs Ag, Wealth Management Switzerland 2006 - 2007Lausanne Area, Switzerland• Ensuring active support to Account Manager (risk management, administrative contracts, client queries, stock market orders)
-
Banking & Financial InternshipUbs Ag, Wealth Management Switzerland 2004 - 2006Lausanne Area, Switzerland• Wealth Management and investment process• Client services, investment products and banking procedures• Private client advisory and mortgages
-
Accounting & Controlling InternshipFriderici Ag 2003 - 2004Morges Area, SwitzerlandFriderici 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
Christophe Monney Education Details
-
Banking, Corporate, Finance, And Securities Law -
Gymnase Auguste Piccard, LausanneFederal Vocational Baccalaureate In Accounting & Controlling -
Gymnase Auguste Piccard, LausanneEconomics 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.
Not the Christophe Monney you were looking for?
-
Christophe Monney
Passionné Et Rigoureux, Mes Principaux Moteurs Sont L’Envie De Relever De Nouveaux Défis Et De Pousser Toujours Plus Haut Le Curseur De Satisfaction De Mes Interlocuteurs.Sion -
-
-
1fr.ch
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial