Permanent Contract

Client Service Officer M/F

Modified on 10/01/2024

  • MILANO - Italy
  • Sales / Customer Service
  • 2024-84919

Job description

The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below:

  • Provide administrative support including handling telephone calls, managing e-mails and mail
  • Support Wealth Managers 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)
  • Respond promptly to client queries regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system and/or on the various financial instruments, with a constant concern for quality and personal service
  • Enter account opening and/or closing operations into the system
  • Ensure the correct and efficient execution of instructions received from clients and/or WMs (cash, securities, foreign exchange, deposit operations, etc.) 
  • Follow up on the settlement of transactions 
  • Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
  • Prepare standard or customised reports for clients with the approval of the Wealth Manager
  • Check all listings as part of the internal control system (debit balances, deposits, previous day's transactions, overruns, credit reviews)
  • Participate in the preparation of credit application and periodic reviews of credit dossier
  • Perform KYC processes and regularly check the compliance of client files with the regulations and procedures in force (KYC, AML)

The role involves extensive telephone contact with clients, the development of commercial support relationships with them and the careful administration of their activities with Indosuez. The position is also characterised by constant contact with the central teams of the parent company (in Luxembourg).

 

Complément

 About Indosuez:
https://www.linkedin.com/company/indosuez-wealth-management/about/
"CA Indosuez Wealth (Europe), Italy Branch" is the Italian branch of CA Indosuez Wealth (Europe) S.A. , with offices based in Milano, Torino, Padova and Roma.

    • Starting date
    • 01/02/2024
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • A bachelors degree in economics, finance or management will be considered a plus
      A previous experience in the Private Banking / Wealth Management sector will be considered a plus.Good knowledge of the different types of operations (cash, securities, foreign exchange, credit, etc.).Good knowledge of anti-money laundering rules and related procedures (AML/KYC)
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
      • Confidentiality
      • Good communication and interpersonal skills
      • Proactive approach
      • Teamwork attitude
      • Accuracy
      • Sense of responsibility
    • IT tools
    • Good knowledge of MS Office (Word, Excel, Outlook)  
    • Languages
    • Italian mothertongue, English fluent, French is desirable

  • 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

Client Service Officer M/F

Published the 10/01/2024

Permanent Contract
  • MILANO - Italy
  • Sales / Customer Service
  • 2024-84919

These offers may interest you!