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Start for FreeJulien Rausis
Associate Director - Client Relationship Officer CRO @HSBC
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WORK HISTORY
Associate Director - Client Relationship Officer CRO @HSBC
I am covering UK offshore based client.I am dealing daily with UHNW individual and institutional clients managing daily orders (equity,fixed income, structured product, hedge fund, private equity, vanilla option, forex swap), proposing high quality swiss banking service to clients, in charge of accounts management in respect of FATCA/CRS(OECD)/EMIR/finSa(FinIa) regulation. Ensuring to respect dedicated cross border restriction. Opening complexe account structure(PIC-PIV-Trust-Foundation) in conformity with local regulation. Always acting diligently in favor of clients/bank and respecting various internal deadline and bank/Finma requirement. Managing periodic KYC review with clients. Being the internal point of contact between teams Compliance/Legal/Investments/Trading /CLM/IT and our clients.
EDUCATION
HSBC - Talent Programme
Certificate of Achievement
Institut de formation de gestionnaire de patrimoine
IFGP assistant de Gestion
College et ecole de commerce Nicolas Bouvier
CFC
SKILLS
ABOUT JULIEN RAUSIS
I am dealing daily with UHNW individual and institutional clients managing daily orders (equity,fixed income, structured product, hedge fund, private equity, vanilla option, forex swap), proposing high quality swiss banking service to clients, in charge of accounts management in respect of FATCA/CRS(OECD)/EMIR/finSa(FinIa) regulation. Ensuring to respect dedicated cross border restriction. Opening complexe account structure(PIC-PIV-Trust-Foundation) in conformity with local regulation. Always acting diligently in favor of clients/bank and respecting various internal deadline and bank/Finma requirement. Managing periodic KYC review with clients. Being the internal point of contact between teams Compliance/Legal/Investments/Trading /CLM/IT and our clients. CH domicile ++ In charge of the apprenticeship rotation program/Swiss banking association for the front office.
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