Internship/Trainee

Internal Client Coordinator – Wealth Management - Internship 6 months H/F

Modified on 20/11/2024

  • LUXEMBOURG - Luxembourg
  • Asset Management
  • 2024-94189

Job description

By joining the business development team, you will take part in the deployment of all operational aspects of the Business Development strategy of the bank through its several entities within Europe.

Complément

In more details, your missions will be to :

 -       Do the economic monitoring of the commercial activity by all relevant business scoreboard reporting (commercial activity of the wealth management teams)
-       Contribute to business improvement initiatives and projects by analysing relevant figures and processes and monitoring the progress of dedicated projects
-       Organise, coordinate and document the review of large/sophisticated clients
-       Participate to Business Development Projects, when required, and support the implementation of the new process / technology in the Front Office teams

    • Position with management
    • No
    • Executive / Non Executive
    • Non cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
    • - Master degree in Finance/Economy or Wealth Management
      - You have ideally a first experience or some knowledge in wealth management and/or a first banking experience 
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
    • -       Good knowledge of investment products-       Ability to work in project’s mode and you’re known for your strategic planning skills-       Your customer service focus behaviour and your ability to work under pressure will allow you to succeed in this function-       Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications. Some knowledge in BI / VBA / Database Management Systems would be considered 
    • Languages
    • -       Fluent in French and English. Spanish or Italian is an asset.
  • 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

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

Crédit Agricole Indosuez Wealth

Internal Client Coordinator – Wealth Management - Internship 6 months H/F

Published the 20/11/2024

Internship/Trainee
  • LUXEMBOURG - Luxembourg
  • Asset Management
  • 2024-94189

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