Gregory Smith Email & Phone Number

Helsinki, Fi

Helsinki, Uusimaa, Finlande

As a Key Executive Manager, I am dedicated to nurturing and expanding relationships with a portfolio of C-level executives, acting as a trusted advisor to ensure their strategic goals are met. My role involves understanding their business challenges and opportunities, providing tailored solutions, and fostering long-term partnerships.Key responsibilities include:- Building and maintaining strong, trust-based relationships with C-suite clients.- Identifying client needs and presenting solutions that align with their business objectives.- Facilitating communication between clients and internal teams to ensure seamless service delivery.- Conducting regular business reviews and strategic planning sessions with clients.- Monitoring market trends and providing insights to clients to help them stay competitive.In my capacity as a Team Manager, I lead a team of 6 dedicated professionals. My focus is on fostering a collaborative and high-performance environment where each team member can thrive and deliver exceptional service to our clients.Team management responsibilities include:- Setting clear objectives and performance expectations for team members.- Providing ongoing coaching, mentoring, and professional development opportunities.- Overseeing day-to-day operations and ensuring alignment with company goals.- Implementing best practices and continuous improvement processes.- Encouraging a culture of innovation, accountability, and client-centricity.My dual role allows me to bridge client needs with team capabilities, ensuring we deliver outstanding value and drive client success.

Suisse

At Pictet Trading & Sales, I served as an Institutional Sales Trader specializing in agency trading for funds. My role encompassed providing comprehensive trading solutions and expertise to Institutional Clients, including traditional and hedge funds.Key responsibilities included:- Executing agency trades for a wide range of investment funds, ensuring precision and efficiency in all transactions.- Trading structured products, tailoring solutions to meet specific client needs and market conditions.- Delivering exceptional customer care, maintaining high levels of client satisfaction through attentive and personalized service for experts in their fields.- Managing the onboarding process for new clients, ensuring a seamless and compliant transition.- Leveraging deep funds expertise to offer insightful advice, risk management and strategic guidance to clients.Throughout my tenure, I developed a strong acumen for the nuances of fund trading and built lasting relationships with clients by consistently delivering value and maintaining the highest standards of professionalism and integrity.

Genève, Canton De Genève, Suisse

As a Client Support Officer at Pictet Asset Services, I was responsible for managing relationships with institutional clients within the Global Custody Team. My role was centered on providing exceptional support and ensuring the smooth operation of our clients' custodial activities.Key responsibilities included:- Acting as the primary point of contact for institutional clients, handling inquiries and resolving issues promptly and effectively.- Managing cash operations, ensuring accurate and efficient cash management services for clients.- Overseeing the onboarding process for new clients, ensuring a seamless integration into our custodial services.- Delivering high-quality customer care, maintaining strong, trust-based relationships with demanding clients.- Utilizing my expertise in custodian services to provide clients with insightful guidance and support tailored to their specific needs.Throughout my tenure, I focused on building and maintaining strong client relationships by delivering exceptional service and leveraging my deep understanding of global custody operations.

Région De Genève, Suisse

At Pictet Asset Services, I served as an Asset Data Officer, where I specialized in analyzing and managing asset securities set-up and maintenance to support the creation of a comprehensive asset database. My role required a deep understanding of various financial instruments and meticulous attention to detail.Key responsibilities included:- Analyzing and validating asset data for a wide range of financial instruments including stocks, options, futures, structured products, bonds, warrants, and ETFs.- Ensuring the accuracy and integrity of the asset database, which is critical for informed decision-making and operational efficiency.- Collaborating with different teams to gather, process, and integrate asset data into the central database.- Implementing data quality controls and procedures to maintain high standards of data accuracy and reliability.- Providing insights and expertise on asset data to support various business functions and initiatives.In this role, I leveraged my expertise in asset data management to ensure the creation and maintenance of a robust asset database, contributing to the overall efficiency and effectiveness of our services. I also participated in the creation and formation of a new Team of 7 employees at our Luxembourg Office.

Swiss Fund & Asset Manager Fa, Funds

Fund Compliance & Operations Management Fa, Funds Investments

Cfc, Employé De Commerce

Cértificat Fédéral De Capacité (Cfc), Gestionnaire De Commerce

Certificat De Fin D'Étude