Senior Relationship Manager
As Senior Relationship Manager, Danielle has responsibility for the administration of a portfolio of clients while maintaining and developing relationships with new and existing clients and ensuring that all transactions are properly authorised and recorded with due regard to risk, AML and internal policies and procedures.
Before joining Accuro in February 2020, Danielle worked for almost 13 years in a Geneva based trust company starting in 2007 as Trust Administrator progressing to the position of Manager in 2016. She managed a team principally dealing with Asian and UK clients, as well as various high profile Middle Eastern and Latin American clients. She also administered her own large, technically demanding client base involving several family businesses, including trading structures in Africa, and numerous traditional family trusts.
Danielle holds the STEP Diploma in International Trust Management, the STEP Certificate in Family Business Advising and the STEP Professional Post-Graduate Diploma in Private Wealth Advising. Danielle also holds a BA in Mandarin Chinese Language & Literature from Durham and Beijing Universities.
Danielle speaks French, English and has working knowledge of Mandarin Chinese.
M: +41 (0) 79 403 1808