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.
  • 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

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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