Administrative Support Specialist

3 giorni fa


Milano, Lombardia, Italia TN Italy A tempo pieno

The primary objective of this role is to provide comprehensive administrative support to Wealth Managers in managing high-net-worth and ultra-high-net-worth clients.

Key Responsibilities:
  • Provide administrative assistance, including handling phone calls, managing emails and mail
  • Support Wealth Managers in preparing client meetings, ensuring compliance with client file requirements and portfolio situation
  • Respond promptly to client inquiries regarding account history and financial instruments
  • Enter account opening and closing operations into the system
  • Ensure accurate execution of client instructions and transaction settlement
  • Monitor client accounts daily and inform Wealth Managers of any notable events
  • Prepare customized reports for clients with Wealth Manager approval

This role involves extensive telephone contact with clients, developing commercial relationships, and administering their activities with Indosuez. The position also requires regular contact with central teams from the parent company in Luxembourg.

About Indosuez:

Indosuez Wealth (Europe), Italy Branch is the Italian subsidiary of CA Indosuez Wealth (Europe) S.A., with offices in Milano, Torino, Padova, and Roma.

Candidate Criteria:

Minimal Education Level: Bachelor Degree / BSc Degree or equivalent

Academic Qualification / Speciality: A bachelor's degree in economics, finance, or management is a plus

Level of Minimal Experience: 3-5 years

Experience: Previous experience in Private Banking / Wealth Management is a plus, with good knowledge of cash, securities, foreign exchange, credit, and anti-money laundering rules

Required Skills:

  • Confidentiality
  • Excellent communication and interpersonal skills
  • Proactive approach
  • Teamwork attitude
  • Accuracy
  • Sense of responsibility

Technical Skills Required: Good knowledge of MS Office (Word, Excel, Outlook)

Languages: Italian mother tongue, English fluent, French desirable



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