Luxembourg Job Openings

CA Indosuez Wealth (Group)

Internal Client Coordinator – Wealth Management - Internship 6 months H/F

November 20, 2024

Type de métier
Types de métiers Crédit Agricole S.A. - Gestion d'Actifs
Types de métier complémentaires
Types de métiers Crédit Agricole S.A. - Risques / Contrôles permanents
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Intitulé du poste
Internal Client Coordinator – Wealth Management - Internship 6 months H/F
Type de contrat
Stage
Poste avec management
Non
Cadre / Non Cadre
Non cadre
Missions

By joining the business development team, you will take part in the deployment of all operational aspects of the Business Development strategy of the bank through its several entities within Europe.

Compléments

In more details, your missions will be to :


  • Do the economic monitoring of the commercial activity by all relevant business scoreboard reporting (commercial activity of the wealth management teams)
  • Contribute to business improvement initiatives and projects by analysing relevant figures and processes and monitoring the progress of dedicated projects
  • Organise, coordinate and document the review of large/sophisticated clients
  • Participate to Business Development Projects, when required, and support the implementation of the new process / technology in the Front Office teams

Localisation du poste
Zone géographique
Europe, Luxembourg
Ville

LUXEMBOURG

Critères candidat
Niveau d'études minimum
Bac + 5 / M2 et plus
Formation / Spécialisation

  • Master degree in Finance/Economy or Wealth Management

Niveau d'expérience minimum
0 - 2 ans
Expérience

  • You have ideally a first experience or some knowledge in wealth management and/or a first banking experience


Compétences recherchées

  • Good knowledge of investment products
  • Ability to work in project’s mode and you’re known for your strategic planning skills
  • Your customer service focus behaviour and your ability to work under pressure will allow you to succeed in this function
  • Proficiency in Microsoft Excel, Word, Power Point and other PC applications. Some knowledge in BI / VBA / Database Management Systems would be considered


Langues
  • Fluent in French and English. Spanish or Italian is an asset.
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