Vassia Bloudanis
Client Relationship Officer
Profil professionnel
With more than 30 years experience, clients and colleagues alike always appreciated my knowledge and ethics. My language and computer skills have also been a big assets, being able to adapt rapidly and help others.
Vue d'ensemble
17
17
years of professional experience
4
4
years of post-secondary education
Expérience
Senior Client Support Officer, Middle East / Indian Sub-continent
CA Indosuez (Switzerland) SA
Geneva
2005.04 - Actuel
- Account opening
- KYC updates and initial preparation
- Prepare and participate in clients’ visits
- Input of order (equities, bonds, derivatives, FOREX, transfers)
- Fiduciary and loan renewals, cash transfers, credit cards, etc
- Setup of credit lines
Assistant
Geneva
2004.05 - 2005.02
- Client follow-up
- Input of order (equities, bonds, derivatives, FOREX, transfers)
- Fiduciary and loan renewals, cash transfers
- Setup of credit lines
Assistant, Greek Desk
BNP Paribas Private Banking
Geneva
2001.07 - 2004.04
- Account opening
- Client follow-up
- Input of order (equities, bonds, derivatives, FOREX, transfers)
- Fiduciary and loan renewals, cash transfers
- Setup of credit lines
Assistant, UK Desk
UBS Private Banking
Lausanne
2000.05 - 2001.06
- Account opening
- Client follow-up
- Input of order (equities, bonds, derivatives, FOREX, transfers)
- Fiduciary and loan renewals, cash transfers
- Setup of credit lines
Secretary to the head of the R&D Department
Nagravision
Cheseaux
1999.12 - 2000.04
Assistant
Capital International
Geneva
1998.04 - 1999.11
- Research on Bloomberg and Reuters
- Administration and secretarial duties
- Support to two analysts
Accountant
Aralonco Establishment
Geneva
1991.11 - 1998.02
- Daily Reports (evaluations, FOREX report, margin and P&L calculation on futures, etc.)
- Monthly closing: realised / unrealised P&L on cash, FOREX, equities, bonds, futures, options
- Monthly reports (summary of assets, summary and performance analysis, analysis of movements on equities, bonds, futures and performance of futures)
- Accounting and reconciliations of miscellaneous accounts
- Performance Analysis
Administrative Assistant
Aralonco Establishment
Geneva
1988.10 - 1991.01
- Correspondence
- Welcome visitors
- Maintenance of office supplies
- Petty cash management
- Small accounting
Secretary
AMIIC, McCann-Erickson, Manpower
Geneva
1988.06 - 1989.06
- Administration and reception
Formation
High School - General
Port Washington Public Schools
Port Washington, NY 1987.10 - 1988.05
Ecole Supérieure de Commerce - undefined
CESSEV
Burier, Vaud 1984.01 - 1987.01
Compétences
- Account opening
- KYC updates and initial preparation
- Input of order (equities, bonds, derivatives, FOREX, transfers, fiduciaries, loans, etc)
- Setup of credit line
- Familiar with regulatory dimensions (cross-border, PEP, FATCA, etc)
- Service orientated
- Reliable and resilient
- Very strong sense of ethics
- Fluent in French, English and Greek
Personnalisé
- Continuous training FATCA, AEOI, Cross-border, various banking regulations
- UBS INTOP, Client / Assistant Client Relations
- UBS Communication & ‘Savoir Être Savoir Vivre’
- English Training System, CEIBT (Certificates in English for International Business and Trade), with distinction
- Cours Commerciaux de Genève: Introduction to Stock Exchange & Options
Informations complémentaires
- Lecture
- Passion pour la cuisine [nom du pays]
- Cuisine
Langues
Français
Langue maternelle
Anglais
Langue maternelle
Grec
Bilingue
Italien
Opérationnel
Allemand
Notions
Chronologie
Senior Client Support Officer, Middle East / Indian Sub-continent
CA Indosuez (Switzerland) SA
2005.04 - Actuel
Assistant
2004.05 - 2005.02
Assistant, Greek Desk
BNP Paribas Private Banking
2001.07 - 2004.04
Assistant, UK Desk
UBS Private Banking
2000.05 - 2001.06
Secretary to the head of the R&D Department
Nagravision
1999.12 - 2000.04
Assistant
Capital International
1998.04 - 1999.11
Accountant
Aralonco Establishment
1991.11 - 1998.02
Administrative Assistant
Aralonco Establishment
1988.10 - 1991.01
Secretary
AMIIC, McCann-Erickson, Manpower
1988.06 - 1989.06
High School - General
Port Washington Public Schools
1987.10 - 1988.05
Ecole Supérieure de Commerce - undefined
CESSEV
1984.01 - 1987.01