Zhou Chappuis - Mandarin Chinese Speaker - Morges, Switzerland

Lei Zhou Chappuis

Morges, Switzerland

Services

Mandarin Chinese Speaker

  • Full time
  • Part time
  • One time
  • Contract
  • Temp

Work History

Independent Forex Advisor

• Assist clients in understanding and capitalizing on foreign currency markets by giving their clients information on exchange rates and insights into global markets.
• Make forecasts, provide in-depth analysis of markets and trade recommendations

Relationship Manager/Sales

Dukascopy Bank SA

Geneva
Built up a portfolio of 300 customers/ 20 million USD
Provided outstanding customer services and established trust with high-net-worth individuals, money managers, introducing agents and retail clients
• Developed and maintained relationships with clients, introducing brokers and asset managers
• Followed up account opening process on coordinating with legal /compliance department
• Advised clients on FX products, trading platforms and business and technical solutions
• Marketing coordinator- maintained and developed relationships with publishers and editors.
• Bank's seminar/webinar speaker
• Organized and participated in Forex exhibitions/trade shows

officer

Middle office

Lausanne
Accurately executed 200 transactions per day and met clients satisfactions
• Processed daily transactions of securities products; allocate trades to clients' portfolios
• Followed up and manage liquidity of clients' portfolios, daily valuation of portfolios

FX Sales Trader

Hantec Financial Services (Suisse) SA

Geneva
Provided high level of tailor-made services and established full trust with high-net-worth individuals, money managers and retail clients
• Took orders and execute on behalf of clients
• Advised clients on FX products, trading techniques and market trends
• Provided clients recent analysis and research on Forex market
• Traded Forex Spot, Forwards, Swaps, and Options with counterparty banks.
• Maintained relationships with existent clients and asset managers

Qualifications & Certifications

Institute

E-business

VM Institut Supérieur

Geneva Business School

Business

International Trade La Trobe University

Shanghai XiangFeng Senior High School

Business English Northern Melbourne

TAFE

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