Type de contrat :
VIE Programme

Wealth Management Support Officer – Desk Italy (VIE) H/F

Modified on 26/11/2025

  • Lieu : LUXEMBOURG - Luxembourg
  • Secteur : Sales / Customer Service
  • Numéro de l'offre : 2024-88378

Job description

Your role will involve supporting Wealth Managers and Wealth Management Assistants in various operational tasks and ensuring compliance with regulatory obligations : 

 

  • Establishing and updating KYC (Know Your Client), KYT (Know Your Transaction), and MIFID profiling (risk tolerance and investment objectives) in compliance with our regulatory obligations.
  • Managing daily transactions for our clients (transfers, stock orders, bank statements, etc.) in accordance with our internal procedures.
  • Presenting and following up on credit applications.

Complément

Through this role, you will explore the profession of commercial support dedicated to a high-end clientele.

  • Starting date
    01/02/2026
    Position with management
    No
    Executive / Non Executive
    Non cadre
    Minimum level of study
    Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    Training / Specialization
    • You hold a Master's degree from a Business School or a University degree in Finance or Economics.


    • You ideally have some initial experience in private banking and/or in the financial sector.
    Minimum experience level
    0-2 years
    Skills needed
    • You are dynamic and outgoing, showcasing attention to detail, outstanding communication skills, and discretion.
    • You are driven to find solutions that enhance the client experience and excel in a lively team environment.
    • A fluent command of Italian is essential.
    Languages
    You are fluent in Italian and French, with a good knowledge of English
  • 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 By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Wealth Management Support Officer – Desk Italy (VIE) H/F

Published the 11/11/2025

Type de contrat :
VIE Programme
  • LUXEMBOURG - Luxembourg
  • Sales / Customer Service
  • 2024-88378

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