Client Service Officer M/F

1 settimana fa

Milan, Italia Indosuez Wealth Management A tempo pieno
Description du poste

The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below:

  • Provide administrative support including handling telephone calls, managing e-mails and mail.
  • Support Wealth Managers in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening).
  • Respond promptly to client queries regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system and/or on the various financial instruments, with a constant concern for quality and personal service.
  • Enter account opening and/or closing operations into the system.
  • Ensure the correct and efficient execution of instructions received from clients and/or WMs (cash, securities, foreign exchange, deposit operations, etc.).
  • Follow up on the settlement of transactions.
  • Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event.
  • Prepare standard or customised reports for clients with the approval of the Wealth Manager.
  • Check all listings as part of the internal control system (debit balances, deposits, previous day's transactions, overruns, credit reviews).
  • Participate in the preparation of credit application and periodic reviews of credit dossier.
  • Perform KYC processes and regularly check the compliance of client files with the regulations and procedures in force (KYC, AML).

The role involves extensive telephone contact with clients, the development of commercial support relationships with them and the careful administration of their activities with Indosuez. The position is also characterised by constant contact with the central teams of the parent company (in Luxembourg).


  • Critères de candidature
    • Date de prise de fonction
    • 01/02/2024
    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 3 / L3
    • Formation / Spécialisation
    • A bachelor's degree in economics, finance or management will be considered a plus. A previous experience in the Private Banking / Wealth Management sector will be considered a plus. Good knowledge of the different types of operations (cash, securities, foreign exchange, credit, etc.). Good knowledge of anti-money laundering rules and related procedures (AML/KYC).
    • Niveau d'expérience minimum
    • 3 - 5 ans
    • Compétences recherchées
      • Confidentiality
      • Good communication and interpersonal skills
      • Proactive approach
      • Teamwork attitude
      • Accuracy
      • Sense of responsibility
    • Outils informatiques
    • Good knowledge of MS Office (Word, Excel, Outlook).
    • Langues
    • Italian mothertongue, English fluent, French is desirable.
  • Entreprise Indosuez Wealth Management

    Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion. Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord. www.ca-indosuez.com

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