Indosuez Wealth Management - Client Service Officer- VIE M/F
CA Indosuez Wealth Management
Publiée le
29/06/2026
Contrat
VIE · 13-24 mois
Localisation
ROMA
Taille équipe
2000+ emp.
Rémunération
Inconnue
Missions clés
Support WMs in the preparation of client meetings · Perfom KYC administrative tasks · Respond promptly to client queries · Ensure the daily monitoring of client accounts · Prepare reports for clients
Profil recherché
0-1 ans d'expérience · Communication · Esprit d'analyse
Outils & compétences
SQL, Elasticsearch
Le poste en détail
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)Perfom KYC administrative tasksRespond 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 eventPrepare reports for clientsParticipate in the preparation of credit application and periodic reviews of credit dossier