Wealth Management Support Officer M/F

4 settimane fa


Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

About the Role

The main mission is to provide high-quality administrative and operational support to our Wealth Managers in managing high net worth individuals (HNWI) and ultra-high net worth individuals (UHNWI) clients.

Key Responsibilities

  • Provide administrative support including handling telephone calls, managing emails and mail
  • Support Wealth Managers in the preparation of client meetings, ensuring compliance of client files, portfolio situations, reports and sales documentation
  • Respond promptly to client queries regarding the history of client accounts and information that can be consulted in the bank's internal system and/or on 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
  • Follow up on the settlement of transactions
  • Daily monitoring of client accounts and informing Wealth Managers of any particular events
  • Prepare standard or customized reports for clients with the approval of the Wealth Manager
  • Check listings as part of the internal control system, including debit balances, deposits, previous day's transactions, overruns and credit reviews
  • Participate in the preparation of credit applications and periodic reviews of credit dossiers
  • Perform KYC processes and regularly check the compliance of client files with regulations and procedures in force

About CFM Indosuez Wealth Management

CFM Indosuez Wealth Management is a leading wealth management firm with a strong presence in Europe, Asia Pacific, the Middle East and North America.



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