Internship/Trainee

Junior Client Service Officer M/F

Modified on 01/02/2024

  • MILANO - Italy
  • Sales / Customer Service
  • 2024-85598

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:

  • Support WMs 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 (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
  • Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
  • Prepare reports for clients 
  • Participate in the preparation of credit application and periodic reviews of credit dossier
  • Perfom KYC administrative tasks in accordance with national law

The position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg.

    • Starting date
    • 19/02/2024
    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • degree in economics, finance or management
      A previous experience in the Private Banking / Wealth Management sector will be considered a plus. 
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
      • Confidentiality
      • Good communication and interpersonal skills
      • Proactive approach
      • Teamwork aptitude
      • Accuracy
      • Desire to learn
      • Sense of responsibility
    • IT tools
    • Good knowledge of MS Office (Word, Excel, Outlook)  
    • Languages
    • Italian fluent; English and/or French desirable

  • 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

Junior Client Service Officer M/F

Published the 01/02/2024

Internship/Trainee
  • MILANO - Italy
  • Sales / Customer Service
  • 2024-85598

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