Leandro Salgueiro Email & Phone Number

Région De Genève, Suisse

- Accepting, entering and reporting unsolicited US, Canadian and European orders from institutional clients - Controlling and sending trade confirmations to clients and custodian banks- Make the link between custodian banks and the Raymond James’ back-office to investigate and resolve settlement issues - Collect clients’ subscriptions to various baskets of equities created by Raymond James- Ensure the transfer of cash or securities in case of margin requests- Organizing and… Show more - Accepting, entering and reporting unsolicited US, Canadian and European orders from institutional clients - Controlling and sending trade confirmations to clients and custodian banks- Make the link between custodian banks and the Raymond James’ back-office to investigate and resolve settlement issues - Collect clients’ subscriptions to various baskets of equities created by Raymond James- Ensure the transfer of cash or securities in case of margin requests- Organizing and coordinating roadshows/presentations for analysts- Various back-office duties such as opening accounts and updating compliance documents- Creation of varied documents and databases with MS Office Show less

Région De Genève, Suisse

- Promoting European equity research to swiss clients and prospects

Région De Genève, Suisse

- Conducting research for the reconciliation of cash operations- Completing and amending incorrect cash transfers- Processing different type of messages on Stelink and Swift

Région De Genève, Suisse

Various internships within the departments of Accounting, Payments transactions, Private Clients and Wealth Management

Bachelor Of Science Hes-So, Business Administration

Major in Applied Marketing

Maturité Professionnelle Commerciale Intégrée En Apprentissage

Cfc Employé De Commerce Filière Élargie Intégré En Apprentissage