Christophe Monney Email & Phone Number

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

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

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

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

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

Lausanne Area, Switzerland

• Ensuring active support to Account Manager (risk management, administrative contracts, client queries, stock market orders)

Lausanne Area, Switzerland

• Wealth Management and investment process• Client services, investment products and banking procedures• Private client advisory and mortgages

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

Banker, Advanced Federal Diploma Of Higher Education, Banking, Corporate, Finance, And Securities Law

Banking & Finance (Portfolio Management, Investment Banking, Financial Planning, Credit, Financial Operations, Compliance, Financial.

Federal Vocational Baccalaureate In Accounting & Controlling

Federal Diploma, Economics And Business