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);