Junior Client Service Officer M/F

4 mesi fa

Milano, Italia Indosuez Wealth Management A tempo pieno

Types of Jobs - Sales / Customer Service Job title Junior Client Service Officer M/F Contract type Internship/Trainee 19/02/2024 Job summary 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: Support WMs 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 (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system) Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event Prepare reports for clients  Participate in the preparation of credit application and periodic reviews of credit dossier Perfom KYC administrative tasks in accordance with national law The position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg.
Geographical area City MILANO Bachelor Degree / BSc Degree or equivalent degree in economics, finance or management Level of minimal experience 0-2 years Experience A previous experience in the Private Banking / Wealth Management sector will be considered a plus.
Required skills Confidentiality Good communication and interpersonal skills Proactive approach Accuracy Desire to learn Sense of responsibility Technical skills required Good knowledge of MS Office (Word, Excel, Outlook) Languages Italian fluent; English and/or French desirable General information Entity Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results).
Entity Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results).Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations.
With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management.Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates).With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies.every day in the interest of society, our Group is committed to diversity and inclusion.
To find out more on our Diversity Policy, click here: #J-18808-Ljbffr

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