Client Service Officer M/F

3 settimane fa


Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
About the Role

Indosuez Wealth Management is seeking a highly skilled and experienced Client Service Officer to join our team in Milan. As a Client Service Officer, you will be responsible for providing administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients.

Key Responsibilities
  • Provide administrative support including handling telephone calls, managing emails and mail
  • Support Wealth Managers in the preparation of client meetings, including ensuring compliance of client files, portfolio situations, reports, and sales documentation
  • 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
  • Enter account opening and/or closing operations into the system
  • Ensure the correct and efficient execution of instructions received from clients and/or Wealth Managers (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 customized 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)
Requirements
  • Bachelor Degree / BSc Degree or equivalent
  • A bachelors degree in economics, finance or management will be considered a plus
  • 3-5 years of experience in the Private Banking / Wealth Management sector
  • 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)
  • Confidentiality
  • Good communication and interpersonal skills
  • Proactive approach
  • Teamwork attitude
  • Accuracy
  • Sense of responsibility
  • Good knowledge of MS Office (Word, Excel, Outlook)
  • Italian mothertongue, English fluent, French is desirable


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