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VOTRE EQUIPE
Direction régionale Nord, composée de 12 personnes en responsabilité d'une clientèle fortunée répartie sur les départements 59, 62, 60, 80 et 77.
VOS MISSIONS
Prise en charge des opérations, en toute connaissance et respect des procédures:
virements, passages d'ordre, suivi des entrées sorties de capitaux… /
contrôle des opérations de titres (CTO et Assurance-Vie) /
Suivi des états quotidiens (positions clients, comptes débiteurs, dépassements sur le Dashboard) / préparations des dossiers d'ouverture de comptes via S2I / vérification de la validité et de la complétude des dossiers clients /
Saisi du Workflow crédit dans S2I /
Préparations des rdvs (documentation, repoprtings...) /
Préparation de demandes (propositions financières et bilans patrimoniaux) auprès du pôle propositions clientèle et ce en lien avec les Banquiers Privés et Conseils.
Tous nos postes sont ouverts aux personnes en situation d'handicap.
The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022). Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector in Europe, managing more than 200 billion euros in assets. Shaped by over 145 years of experience, the Indosuez Wealth Management Group supports large private clients, families, entrepreneurs and professional investors around the world by proposing them a continuum of services and offers integrating Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions. The Indosuez Wealth Management Group owns the majority of Azqore, a company providing a complete and integrated technological solution as well as banking operations services to wealth management players. The Indosuez Wealth Management Group stand out for its dimension both human and international, with 4500 employees working in 16 different territories of the world: Europe, Asia Pacific, Middle East and North America. www.ca-indosuez.com
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