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Au sein de CA Indosuez, la Direction de l'Ingénierie Patrimoniale apporte son expertise en matière de structuration patrimoniale auprès de l'ensemble des clients de la Banque, tout en maitrisant le risque d'ordre juridique et fiscal.
Au sein de cette Direction, un poste de juriste fiscaliste expérimenté est ouvert dont la mission sera de travailler au sein du Pôle Ingénierie Clientèle, composé de 10 juristes fiscalistes. L'objectif est d'apporter une expertise juridique et fiscale au service de nos clients et de leur pôle familial, composés principalement d'actionnaires dirigeants.
Et concrètement,
• Rendez-vous clients/prospects (déplacements en régions à prévoir) en support de la Direction Clientèle
• Elaboration de stratégies patrimoniales (cession de titres, transmission du patrimoine, choix des enveloppes fiscales ...)
• Rédaction et validation de projets patrimoniaux
• Animation de présentations à destination de prospects/clients
• Présentations / formations en interne auprès des banquiers et au sein du Groupe CA
• Veille fiscale et juridique
• Analyse fiscale des produits financiers et de la mise en place de véhicules dédiés pour une famille
• Partage de connaissances et d'expériences au sein de réunions d'équipe régulières
Et après ? En rejoignant CA Indosuez, vous rejoignez aussi le Groupe Crédit Agricole SA et c’est tout autant d’opportunités qui s’offrent à vous dans le cadre de votre carrière.
En agissant chaque jour dans l’intérêt de nos clients et de la société, nous garantissons l’égalité des chances et nous engageons à créer un environnement de travail respectueux de la singularité de chacun.
Nous valorisons la mixité, la diversité, l’ouverture et l’inclusion. Toutes nos offres sont ouvertes aux personnes en situation de handicap.
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
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