Senior Reletionship Manager

Senior Relationship Manager Asian ClienteleHong Kong, Singapore, Thailand, Philippines, Indonesia and Taiwan

Senior Relationship Manager Asian ClienteleHong Kong, Singapore, Thailand, Philippines, Indonesia and Taiwan

Team Leader - Asian TeamUnder the Credit Suisse umbrella, as the Geneva Asian Team Leader, I was not only managing a team, but I was also in charge with controlling and reporting to my Zurich management the day to day business. Part of my duties were the respect of the internal policies and the portfolio’s allocations to be adequate with the client’s profile. This, by continuing to take care of my valued clientele. In addition to that I also took advantage from specific international knowledges since I was registered at the Singaporean Monetary Authority (MAS) and successfully passed the « paper 1 » in Hong Kong (dealing in securities). Last but not least, apart from dealing with the portfolio's management and taking care of the daily cash management of the client's liquidities, my strong knowledge of the financial vehicles enabled me to create an unique financing way; indeed for some Hong Kong clients, I was able to set up a long term fixed rate loan that was something new in Hong Kong given the fact the banks only lent on a short run (variable rates).

COO- Portfolio management - Investment strategy- Client management- Structure set up (Trust, Foundations, Companies)

Canadian Imperial Bank of Canada bought by Credit Agricole Indosuez.Relationship Manager, Greece and Egypt

- Client Support Unit (Egypt, Lebanon, Greece, UK, Saudi Arabia & Asia)- Cashier, cheques and handling of the Travelers’ Cheques - Handling of all cash and securities transactions- Treasury, management of the nostro, treasury management of the American Express Traveler's Cheques cash

- Clients’ advices - Portfolio management of UHNWI- Development, selling approach of the internal UBS funds for retail clients- Cash operations