Permanent Contract

Client Service Officer Eastern Europe Desk H/F

Modified on 01/05/2024

  • ZURICH - Switzerland
  • Sales / Customer Service
  • 2024-89281

Job description

CA Indosuez :

CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity finance, asset management and commercial banking. Based in Switzerland since 140 years, CA Indosuez (Switzerland) SA has c.1’000 employees spread across different verticals and expertise including commercial, products and services as well as support and control functions. Its teams and different expertise benefit from the unique network of the broader Indosuez Wealth Management network as well as CACIB, its investment bank, and more generally from Crédit Agricole Group.

 


Key missions :

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).

Your team works with a specific Wealth Management Zone. In this case, this is Eastern Europe. You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios, mostly in Polish, Russian and English languages.

 


You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.

 


Ensure the link between the client, RMs, Service Team and operational departments ;
Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
Establish and maintain quality relationships with the clients (both external and internal) ;
Proceed with accounts openings/closings, pass the orders and controls the correct execution ;
Control client identification, and call-backs ;
Prepare the RM’s business trips ;
Master the mechanisms of the bank and work within the established practices and procedures.

 

    • Starting date
    • 01/07/2024
    • Position with management
    • No
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
    • Professional maturity, University degree



    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
    • Very good knowledge of regulations in force in the field of the Wealth management ;
      Personal skills : sense of service to the client, organized, very good team spirit, rigor, integrity, discretion.

    • Languages
    • Mandatory fluency in Polish, Russian and English. French and/or German an asset

  • About CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA is one of the leading institutions of the Swiss financial center, and one of the top five foreign banks in the country. Beyond its wealth management activities in Switzerland, the Middle East and Asia , the bank is also active in capital markets as well as trade and commodity finance for commodity traders and export companies. Present in Switzerland since 1876, it currently has about 1'000 specialists in commercial, product and service functions, as well as support and control. Its teams combine their knowledge of the local environment with the vast expertise and opportunities of the global network of Indosuez Wealth Management, Corporate and Investment Banking (Crédit Agricole CIB) and the Crédit Agricole Group. 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.

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

Crédit Agricole Indosuez Wealth

Client Service Officer Eastern Europe Desk H/F

Published the 01/05/2024

Permanent Contract
  • ZURICH - Switzerland
  • Sales / Customer Service
  • 2024-89281

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