Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Eric Buri is listed as Client Executive, Private Banking/Assistant Client Relationship Manager based in Lausanne, Vaud, Switzerland. AeroLeads shows a matched LinkedIn profile for Eric Buri.
Eric Buri previously worked as Senior Relationship Assistant, Private Banking at Rothschild & Co and Senior Relationship Assistant, Private Banking at Bank Pâris Bertrand S.A.. Eric Buri holds Ubs Certificate, General Finance, Succeeded from Ecole De Banque Et De Cadres Ubs.
With 7 years of experience in small and medium-sized company administration and 30 years in the banking sector, including 21 years as an assistant in Wealth Management *UHNW" for French and English-speaking clients, I have fostered client loyalty and guided them through various banking institutions throughout my career. I have contributed to the implementation of tailored banking solutions and, in the absence of relationship managers, ensured diligent follow-up on files. My interaction with clients has been characterized by an accessible and understandable language.
A career timeline built from the work history available for this profile.
Rue De LA Corraterie 6, 1204 Geneva
- Onboarding of complex structure.- Preparation for client migration at R&Co Geneva.- Migration and integration of new tools (AVALOQ, CIS, TEAMSWORK, SKYPRE PRO).- Repapering of account opening documentation on behalf of R&Co. - Training of two junior assistants.- Coordination with product specialists (treasury, Corporate Bank, credit, and Asset.
Rue Du Rhône 30, 1204 Geneva
- Involved in building new clients portfolio, including three Key clients.- Member of the founding team of the bank alongside the two directors and a senior banker.- Implementation of tax certificates.- User of a new banking software: #S2i, from Azqore (front tool).
Rue De LA Confédération 2, 12014 Geneva
- Assisted two senior bankers in successfully creating a Key Client France desk.- Opened individual, corporate, and foundation accounts.
Quai Du Général Guisan 16, 1200 Geneva
- Direct interaction with three of Citibank's largest clients in Europe.
- Reception and sending of messages from the ship (telex, fax, telephone).- Reception of messages from maritime brokers.- Welcoming foreign visitors (bankers, insurers, captains).- Maintenance of the file related to a maritime trial with jurisdiction in London and a private one until the Federal Tribunal.- Daily sessions on currency market news and a.
Geneva
- Monitoring and researching stock market transactions with traders.- Delivery and payment of securities (systems: SEGA, CEDEL, Euroclear).
Lausanne And Geneva
- Banque Indosuez Lausanne (Treasury): Currency reconciliation.- BNP Geneva: Back-office transfers in CHF + foreign currencies.- Accounting company specialized in Real Estate: Providing administrative assistance for property owners.- Import-export Freeport Geneva: Accounting and assistant to the boss.
Route De Florissant 59, 1206 Geneva
- Client Advice in local branch, cash exchange, banknotes, safe deposit boxes, opening of current/saving accounts.
Geneva
- Monthly statistics establishment and Balance Sheet preparation.- Closing of accounts for special clients.- Issuance of tax certificates.- Correction of quarterly and annual closings due to computer calculation errors.- Clients' accounts losses and profits: recording of accounting entries.- Assisted the chief accountant during the migration to the new.
Training corresponding to a banking apprenticeship within UBS includes: Payment processing Banking principles Account management.
- Office specialized in in the hotel industry. - Accounting. - Input/allocation of entries. - Cash book. - Preparation for Balance Sheet.
Quick answers generated from the profile data available on this page.
Eric Buri is listed as Client Executive, Private Banking/Assistant Client Relationship Manager.
Eric Buri is based in Lausanne, Vaud, Switzerland.
Eric Buri has worked for Rothschild & Co, Bank Pâris Bertrand S.A., Ubs, Citi, and François De Perrot, Architecte Naval Sia S.A ·.
You can use AeroLeads to view verified contact signals for Eric Buri, including work email, phone, and LinkedIn data when available.
Eric Buri holds Ubs Certificate, General Finance, Succeeded from Ecole De Banque Et De Cadres Ubs.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Eric Buri you were looking for.
