Morges, Vaud, Switzerland
A Swiss education and an international work experience. Specialized in client relation, emphatic, diplomat and dedicated. Strong interpersonal skills with foreign cultures. Good team working, problem solving, analytics and number oriented. Fluent in English, Spanish and French with some knowledge of Portuguese and German. Experience in high demanding environments, having worked for big hotel groups like Four Seasons and Sofitel as well as working in Private Banking. Computer Skills: Fully professional use of: Windows, Excel, Word, Powerpoint, Opera, Micros. Good Knowledge of SAP
• Gestion des relations clients en support des conseillers à la clientèle. • Coordinateur marketing • Instructeur de pratique pour personne en formation
• Exécution des ordres de bourse, de changes, d’obligations, de fonds, de produits dérivés et de transferts • Gestion des demandes clients relatifs à la gestion de leur compte • Actif sur les marchés Suisse, LATAM, France et EMEA
Member of the team managing the South American portfolio – Commercial Agent • Managing the openings and the closings of accounts • Administrating clients’ file for the LATAM desk • Preparing the visits and welcoming the clients • Executing transfers, stock exchange, bonds, funds, financial derivatives and currency exchange orders • Coordinating the FATCA and the ODA projects for the desk
• Supervising the organization of the restaurant service for the participants, VIP, staff, and speakers as well as the evenings' events • Participating in the accommodation process for the conference delegates and the speakers • Coordinating the event: welcoming and orienting delegates, managing staff, ensuring the smooth running of the working sessions • Coordinating the overall assessment of the event • Preparing and following up on the carbon footprint report
• Supervising and managing the workforce • Optimizing the work processes (cash desk audit, schedules, staff management) • Solve onsite problems (technical or interpersonal) • Staff training