VIE Programme

Wealth Management Assistant – Desk France (VIE) H/F

Modified on 03/06/2024

  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-89359

Job description

Vos missions : 

  • Au sein de notre département commercial actif sur le marché France, vous découvrirez  l’environnement de la banque privée en appuyant nos Wealth Managers dans la relation commerciale et le support opérationnel de nos clients.
  • Vous découvrirez la gestion et le suivi quotidien des comptes clients dans le respect strict des procédures. Vous participerez également au projet de révision des dossiers clients.
  • Cette fonction transversale vous permettra de découvrir les différents aspects du métier de Wealth Manager.

    • Starting date
    • 01/09/2024
    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
      • Issu(e) d’une formation supérieure universitaire, vous êtes en recherche d’une expérience dans le secteur bancaire.

    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
      • Vous avez les connaissances de base des marchés et produits financiers.
      • Vous faites preuve de rigueur, d’un excellent sens du contact et de discrétion
    • Languages
    • Vous parlez couramment Français. La connaissance de l'Anglais est un atout.
  • 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

Wealth Management Assistant – Desk France (VIE) H/F

Published the 03/05/2024

VIE Programme
  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-89359

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