Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.
Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, en Asie-Pacifique et au Moyen-Orient.
Within our Personal Banking Desk, we are looking for a talented & enthusiastic Client Service Officer that is collaborative, confident and motivated to provide first class client experience service.
As a Client Services Officer, you will support several Wealth Managers in the administrative, operational and commercial management of their (Ultra) High Net Worth Individual ((U)HNWI) client portfolios. In this key relationship role, you will contribute to upholding the Bank's reputation for excellence, acting as a vital link between internal Experts, Wealth Managers, and our clients.
Key Responsibilities:
- Provide operational and commercial support to Wealth Managers in all client-related matters.
- Oversee the daily management and monitoring of client accounts, ensuring strict compliance with all applicable legislation and internal procedures.
- Process and record banking transactions in internal systems.
- Initiate and follow up on account opening requests and credit files, collaborating closely with internal operational experts.
- Prepare various internal and client reports as required.
- University degree in Finance, Economics, or a related field or equivalent through experience
- Strong operational background in finance and proven client servicing skills.
- Good knowledge of financial products, markets, and KYC regulations.
- Rigorous, well-organized, and committed to delivering service excellence to clients.
- Achievement oriented with a CAN DO mentality.
- Excellent interpersonal skills, with the ability to build strong relationships across internal departments.
- Team player.
- Excellent communication skills both written and oral.
