Luxembourg Job Openings
CA Indosuez Wealth (Group)
Client Service Officer - Wealth Management International Desk (VIE) H/F
CONTRACT
December 3, 2024
Type de métier
Types de métiers Crédit Agricole S.A. - Commercial / Relations ClientsIntitulé du poste
Client Service Officer - Wealth Management International Desk (VIE) H/FType de contrat
VIEDate prévue de prise de fonction
01/02/2025Poste avec management
NonCadre / Non Cadre
Non cadreMissions
- Daily monitoring of customer accounts in strict compliance with internal procedures and applicable regulations. You participate in account openings, KYC and KYT reviews of existing accounts, as well as financing proposals and reviews ;
- Placing and monitoring financial orders and transactions ;
- Internal and customer reporting.
Localisation du poste
Zone géographique
Europe, LuxembourgVille
Critères candidat
Niveau d'études minimum
Bac + 5 / M2 et plusFormation / Spécialisation
You have a Master's degree from a business school or a university diploma in Finance or Economics ;
Niveau d'expérience minimum
0 - 2 ansExpérience
- First experience in Banking Industry within Client Facing Teams would be an advantage ;
- Knowledge of the regulatory constraints in force within the Group and Indosuez in terms of compliance and related procedures ;
- Knowledge of Office IT tools ;
- Interest in Financial Sector.
Compétences recherchées
- Stakeholder engagement and customer service focus behaviour ;
- Personal effectiveness, proactive and curious ;
- Planning skills, ability to work under pressure in team and individually ;
- Excellent communication and presentation skills ;
- Investment product knowledge and experience ;
- Familiar with local regulatory requirements.
Outils informatiques
- Proficiency in Microsoft Excel, Word, Power Point and other PC applications ;
- Knowledge in BI/VBA/Database Management Systems would be an advantage.
Langues
English and French fluently. Ability to speak Dutch, Polish or Greek will be an advantage.New Job Alerts
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