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Client Service Officer

2 mesi fa

Milano, Lombardia, Italia Indosuez Wealth Management A tempo pieno
Job Summary

The Client Service Officer will provide administrative and operational support to our Wealth Managers in managing high net worth individual and ultra high net worth individual clients.

Main Responsibilities
  • Provide administrative support including handling telephone calls, managing emails and mail
  • Support Wealth Managers in the preparation of client meetings
  • 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
  • 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
  • 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
  • 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
About Indosuez Wealth Management

Indosuez Wealth Management is a leading wealth management company with a presence in Europe, Italy, and Lombardy. We are committed to providing exceptional service to our clients and are seeking a highly skilled and motivated individual to join our team.

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