Apprenticeship

Gestionnaire Middle Office H/F

Modified on 25/06/2024

  • Paris - France
  • Operations
  • 2024-88723

Job description

VOTRE EQUIPE

Service middile office qui dépend de la Direction des opérations
15 personnes réparties sur 2 poles d'activité 

 

VOS MISSIONS

  • gestion des mandats GF et GPAT et suivi de la vie des mandats, tarification, honoraires de gestion, contrôle de labonne fin des opérations
  • gestion des convenstions advisory , tarification
  • gestion des entrées en relation : contrôle de la documentation et qualité des données
  • gestion de la vie des comptes et des clients
    archivage des dossiers

Tous nos postes sont ouverts aux personnes en situation de handicap

 

    • Starting date
    • 09/09/2024
    • Duration
    • 24
    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Formation : Vous avez obtenu un BAC+3 Finance, banque assurance,
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées

    • • Autonome et proactif
      • Rigoureux
      Votre personnalité est tout aussi importante que vos compétences techniques.
      Si vous êtes doté (e) d'un bon relationnel, orienté (e)client et prêt (e) à rejoindre une équipe dynamique, mais également reconnu pour votre rigueur, votre organisation, votre réactivité et votre sens de l'analyse ;
      Vous avez certainement le profil que nous recherchons !
    • IT tools
    • pack office
    • Languages
    • anglais opérationnel
  • Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole group, the world's 10th largest bank by total assets (The Banker - July 2021, based on 2020 year-end results). Shaped by more than 145 years of experience in supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows each of its clients to protect, and develop their wealth in alignment with their aspirations. With their comprehensive approach, their teams provide expert advice and exceptional service across one of the broadest spectrums of the profession, for both private and professional wealth management. Set apart by their personal yet resolutely international scope, Indosuez Wealth Management employs 2,955 people in 10 territories around the world: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, and Switzerland), the Asia-Pacific region (Hong Kong SAR, New Caledonia, and Singapore), and the Middle East (United Arab Emirates). With 135 billion euros in assets under management (as of 31/12/2021), Indosuez Wealth Management is one of the world's leading wealth management companies. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. www.ca-indosuez.com

Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth
Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Gestionnaire Middle Office H/F

Published the 24/05/2024

Apprenticeship
  • Paris - France
  • Operations
  • 2024-88723

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