Mathieu Jonathan Isenschmid Email & Phone Number

Région De Genève, Suisse

Région De Genève, Suisse

Relationship management with non-Japanese clients and prospects. Traveling in Europe and Asia to meet the clients, creating presentations and performance documents. Maintaining client information up to date. Communication with Treasuries for the Asset and Liability Management of the Bank. Review of the Internal Procedures of the Bank. Assisting the Portfolio Manager: execution of securities and FX orders for discretionary accounts and Private Funds (Funds domiciled in Luxembourg for which the… Show more Relationship management with non-Japanese clients and prospects. Traveling in Europe and Asia to meet the clients, creating presentations and performance documents. Maintaining client information up to date. Communication with Treasuries for the Asset and Liability Management of the Bank. Review of the Internal Procedures of the Bank. Assisting the Portfolio Manager: execution of securities and FX orders for discretionary accounts and Private Funds (Funds domiciled in Luxembourg for which the Bank is the Investment Advisor). Communicating with the Custodian and the Administrator of the Private Funds. Monitoring the performance of the discretionary accounts. Prepare internal/external presentations for the Investment Management. Support the development of new products/investment ideas and the decision-making in the investment strategy. Show less

Région De Genève, Suisse

Provide support to RMs: execution of securities and FX orders and monitoring of money market positions. Communicating with offices of external Banks and the counterparties of our Bank for the management of our Treasury. Assisting the Portfolio Manager: execution of securities and FX orders for discretionary accounts and Private Funds (Funds domiciled in Luxembourg for which the Bank is the Investment Advisor). Communicating with the Custodian and the Administrator of the Private Funds… Show more Provide support to RMs: execution of securities and FX orders and monitoring of money market positions. Communicating with offices of external Banks and the counterparties of our Bank for the management of our Treasury. Assisting the Portfolio Manager: execution of securities and FX orders for discretionary accounts and Private Funds (Funds domiciled in Luxembourg for which the Bank is the Investment Advisor). Communicating with the Custodian and the Administrator of the Private Funds. Monitoring the performance of the discretionary accounts. Prepare internal/external presentations for the Investment Management. Support the development of new products/investment ideas and the decision-making in the investment strategy. Show less

Coordination between the Booking Center in Geneva and the Relationship Managers (“RMs”) located in other entities of the Group in Beirut, Dubai and Bahrein. Providing support in their daily business to the RMs: monitoring of money market positions, issuance of loans, execution of trading orders as well as wire transfers. Preparation of account openings. Monitoring of credits (mostly lombard loans, control of limits). Meeting the clients during their visit to Geneva.

Geneva

6 months in each of the following departments, -Private Banking Middle East - Geneva-Private Banking France- Geneva-Private Banking Switzerland- Geneva-Private Client Desk (mortgages) - GenevaTasks: Preparing client meetings and investment/credit proposals. Monitoring the money market positions of the clients, executing wire transfers. Preparing client files for the issuance of mortgages. Monitoring of credits (payment of amortizations and interests).