Poză de profil pentru Georgiana Oprea Schwarzenbach

Georgiana Oprea Schwarzenbach

Susținător RBL din ianuarie 2025

Calitatea în comunitate: Susținător
Industrie: Finance
Companie: Gonet & Cie SA
Funcție: Relationship Manager
Oraș: Geneva

Biografie

Bring an exquisite level of experience and advice to the client Ensure that the proposed products and services maximize the client’s needs, goals and objectives Understand investment offering and adapt it to clients’ investment profile Anticipate the different needs of the customers and come up with tailor-made solutions supported by internal and external specialists Comply with all regulations, policies and standards contributing to an effective risk culture Respect and apply the international and local regulations To identify and isolate the inherent risks (business and operational ethics) Bring an exquisite level of experience and advice to the client Ensure that the proposed products and services maximize the client’s needs, goals and objectives Understand investment offering and adapt it to clients’ investment profile Anticipate the different needs of the customers and come up with tailor-made solutions supported by internal and external specialists Comply with all regulations, policies and standards contributing to an effective risk culture Respect and apply the international and local regulations To identify and isolate the inherent risks (business and operational ethics);