Samer Azzi

Samer Azzi Email and Phone Number

Financial Advisor - Wealth Management @ Tree Capital SA
geneva, switzerland
Samer Azzi's Location
Lebanon, Lebanon
Samer Azzi's Contact Details

Samer Azzi work email

Samer Azzi personal email

About Samer Azzi

I am an experienced financial professional with expertise in relationship management and treasury operations. Throughout my career, I have excelled in managing client portfolios, building strategic partnerships, and delivering exceptional financial services. My strong understanding of capital markets, alternative investments, and risk management has allowed me to make valuable contributions to the organizations I have worked with.Currently, I am a Financial Advisor TREE CAPITAL SA in Beirut, Lebanon. I focus on building a portfolio of clients interested in diversifying investments through alternative options. Managing relationships with banks, funds, and real estate partners is a key part of my role. Emphasizing accurate reporting, I consolidate assets, prepare cashflow reports, and conduct banks' reconciliations.Previously, I worked at Bank Audi France in Paris, where I co-managed liquidity and Nostros accounts in multiple currencies. Handling risk ratios and limits, I also provided capital markets products such as bonds, equities, and foreign exchange solutions to clients.Parallel with my role at Bank Audi France, I served as a Senior Trader on the Treasury, Money Markets, and corporate FX Sales Desk at Bank Audi Beirut, Lebanon. In this role, I offered foreign exchange hedging strategies to corporate clients and managed day-to-day liquidity and Nostros accounts. I also contributed to the development of Money Market and FX procedure documents.I hold a Master of Science in Finance & Management from the University of Exeter Business School in the United Kingdom, graduating with Merit. My Bachelor of Science in Economics with an emphasis in Finance, earned with Honors from the Lebanese American University, equipped me with a strong foundation in macroeconomics, microeconomics, monetary theory, public finance, banking operations, and security analysis.Additionally, I hold the AMF Certification required by the Autorité des Marchés Financiers in France. I have completed exams in Financial Derivatives, Global Securities, Investments and Risks, Business Conduct, and Lebanese Financial Regulations. Fluent in English, French, and Arabic, I am proficient in Murex and Microsoft Office.Beyond my professional pursuits, I am a competitive marathon runner, showcasing my dedication, discipline, and drive for success.Please feel free to connect with me for professional networking and collaboration opportunities.

Samer Azzi's Current Company Details
Tree Capital SA

Tree Capital Sa

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Financial Advisor - Wealth Management
geneva, switzerland
Employees:
3
Samer Azzi Work Experience Details
  • Tree Capital Sa
    Financial Advisor
    Tree Capital Sa Jan 2021 - Present
    Beirut, Lebanon
    - Relationship management in building a portfolio of clients looking to diversify in alternative investments.- Business Introducer to Swiss Banks in Lebanon.- Manage relationships with various parties including but not restricted to banks, funds, real estate partners.- Emphasize on reporting such as consolidation of assets, cashflow reports and banks’ reconciliations.
  • Bank Audi
    Treasury, Money Markets And Corporate Fx Sales Desk - Senior Trader
    Bank Audi Jan 2016 - Dec 2020
    Lebanon
    - Co-manage the desk and offer foreign exchange hedging strategies for corporate clients (options, swaps, forwards).- Manage the bank’s day to day liquidity and Nostros accounts in all currencies except LBP, the inter-bank’s loans, deposits and required reserve.
  • Bank Audi
    Treasury And Capital Markets
    Bank Audi Jun 2015 - Dec 2020
    Paris Area, France
    - Co-manage the bank’s liquidity and Nostros accounts in all currencies.- Handle the bank’s risk ratios and limits.- Cover clients’ needs in capital markets products (bonds, equities and foreign exchange).
  • Bank Audi
    Corporate Fx Sales Desk
    Bank Audi Aug 2013 - Dec 2015
    Lebanon
    - Offer foreign exchange hedging strategies for corporate clients (options, swaps, forwards).- Contributed to the setup of the FX Corporate Sales desk which quickly started to generate profits to the bank.
  • Bank Audi
    Treasury, Money-Market, T-Bills Dealer
    Bank Audi Jan 2013 - Dec 2015
    Lebanon
    - Manage the bank’s day to day liquidity and Nostros accounts in all currencies except LBP.- Manage the inter-bank’s loans, deposits and required reserve.- Developed and led the writing of the Money Market and FX procedure documents.
  • Bank Audi
    Sales Broker
    Bank Audi Jul 2012 - Jan 2013
    Lebanon
    Broker on Lebanese, foreign equities, and Bonds (Lebanese Eurobonds, Foreign corporate and sovereign bonds) for Audi Private Bank and Bank Audi.
  • Bank Audi
    Assistant Trader - Foreign Exchange
    Bank Audi Oct 2010 - Jul 2012
    Lebanon
    Trade on all currencies and commodities, for Bank Audi branches and for Audi Private Bank.
  • Bank Audi France S.A.
    Senior Trader
    Bank Audi France S.A. Jun 2015 - Dec 2020
    Paris Area, France
    Co-manage the bank’s liquidity and bistros in all currencies. Handle the bank’s risk ratios and limits. Cover clients’ needs in capital market products (bonds, equities, currencies).

Samer Azzi Skills

Corporate Finance Leadership Banking Sales Financial Modeling Risk Management Financial Analysis Financial Markets Capital Markets Credit Risk Management

Samer Azzi Education Details

Frequently Asked Questions about Samer Azzi

What company does Samer Azzi work for?

Samer Azzi works for Tree Capital Sa

What is Samer Azzi's role at the current company?

Samer Azzi's current role is Financial Advisor - Wealth Management.

What is Samer Azzi's email address?

Samer Azzi's email address is sa****@****.com.lb

What schools did Samer Azzi attend?

Samer Azzi attended University Of Exeter, Lebanese American University.

What are some of Samer Azzi's interests?

Samer Azzi has interest in Social Services, Economic Empowerment, Politics, Civil Rights And Social Action, Environment, Education, Arts And Culture.

What skills is Samer Azzi known for?

Samer Azzi has skills like Corporate Finance, Leadership, Banking, Sales, Financial Modeling, Risk Management, Financial Analysis, Financial Markets, Capital Markets, Credit Risk, Management.

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