Overview
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. 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 group supports large private clients, families, entrepreneurs and professional investors worldwide by offering a continuum of services and solutions including Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions. The 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 is notable for its human and international scale, with 4500 employees across 16 territories including Europe, Asia Pacific, the Middle East and North America.
Reference information and position details are provided below.
Position details
* Publication date: 29 / 01 / 2025
* Position description
* Business type
* Types of Jobs - Sales / Customer Service
* Job title: Junior Client Service Officer M / F
* Contract type: Internship / Trainee
* Expected start date: 10 / 02 / 2025
Job summary
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 (e.g., 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 (e.g., history of the client's account or information accessible 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
* 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.
Location
* Geographical area: Europe, Italy, Lombardy, Milan
* City: MILANO
Qualifications
* Minimal education level: Bachelor Degree / BSc Degree or equivalent
* Academic qualification / Speciality: degree in economics, finance or management
* Level of mínimal experience: 0-2 years
* Experience: A previous experience in the Private Banking / Wealth Management sector will be considered a plus.
* Required skills: Confidentiality; Good communication and interpersonal skills; Proactive approach; Teamwork aptitude; Accuracy; Desire to learn; Sense of responsibility
* Technical skills required: Good knowledge of MS Office (Word, Excel, Outlook)
* Languages: Italian fluent; English and/or French desirable
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