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Modified on 24/06/2026
Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)
Perfom KYC administrative tasks
Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
Prepare reports for clients
Participate in the preparation of credit application and periodic reviews of credit dossier
Télétravail : hybrid
The main mission is to provide administrative and operational support to our Wealth Managers (based in Rome) in managing clients (HNWI and UHNWI). The main activities carried out by the resource are listed below:
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 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, and Middle East.
Crédit Agricole Indosuez Wealth
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