VIE Programme

Client Service Officer - Wealth Management International Desk (VIE) H/F

Modified on 05/12/2024

  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-94561

Job description

  • Daily monitoring of customer accounts in strict compliance with internal procedures and applicable regulations. You participate in account openings, KYC and KYT reviews of existing accounts, as well as financing proposals and reviews ;
  • Placing and monitoring financial orders and transactions ;
  • Internal and customer reporting.

    • Starting date
    • 01/02/2025
    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
    • You have a Master's degree from a business school or a university diploma in Finance or Economics ;
      • First experience in Banking Industry within Client Facing Teams would be an advantage ;
      • Knowledge of the regulatory constraints in force within the Group and Indosuez in terms of compliance and related procedures ;
      • Knowledge of Office IT tools ;
      • Interest in Financial Sector.
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
      • Stakeholder engagement and customer service focus behaviour ; 
      • Personal effectiveness, proactive and curious ; 
      • Planning skills, ability to work under pressure in team and individually ; 
      • Excellent communication and presentation skills ; 
      • Investment product knowledge and experience ; 
      • Familiar with local regulatory requirements.
    • IT tools
      • Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications ; 
      • Knowledge in BI/VBA/Database Management Systems would be an advantage.
    • Languages
    • English and French fluently. Ability to speak Dutch, Polish or Greek will be an advantage.
  • 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

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

Crédit Agricole Indosuez Wealth

Client Service Officer - Wealth Management International Desk (VIE) H/F

Published the 03/12/2024

VIE Programme
  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-94561

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