Fixed-Term Contract

Client Data Officer H/F

Modified on 20/02/2024

  • Monaco - Monaco
  • Compliance / Financial Security
  • 2024-86042

Job description

Au sein de l'équipe Client Data, rattachée à la Direction de Client Data, Organisation, Sécurité & Informatique, les  principales missions du Client Data Officer H/F consisteront à  :

  • Gérer les données signalétiques des clients, personnes physiques et/ou morales, lors de l’entrée en relation, de la vie du compte ou des revues périodiques ;
  • Gérer les contrats d’adhésion à notre service e banking et leurs mises à jour ;
  • Analyser la pertinence des pièces documentaires communiquées afin de pouvoir enregistrer le dossier dans le système d’information de la Banque ;
  • Interagir avec les Wealth Manager concernant la documentation, lors des revues périodiques ou lors des changements dans le fonctionnement du compte ;

    • Starting date
    • 11/03/2024
    • Duration
    • 6 mois
    • Position with management
    • No
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Banque, Finance, Compliance ...
      1 an minimum au sein d’un métier Compliance
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
      • Maitrise des techniques et des produits bancaires ainsi que des règles en matière de KYC.
      • Compétences comportementales « Savoir-être » : rigueur, réactivité, efficacité, travail en équipe sens relationnel, gestion des priorités et sens du service ;
    • IT tools
    • Bonne maitrise des outils informatiques et bureautiques (Pack Office)
    • Languages
    • anglais courant
  • 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 Data Officer H/F

Published the 13/02/2024

Fixed-Term Contract
  • Monaco - Monaco
  • Compliance / Financial Security
  • 2024-86042

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