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Relationship Manager
il y a 1 mois
**Description du poste**:
Au sein de notre département Clientèle Tiers-Gérants & Assurances, vous assurez la relation clientèle et le suivi au quotidien du portefeuille de clients tiers-gérés qui vous est confié. Vous faites grandir votre portefeuille en veillant au respect des règlementations en vigueur et en vous assurant que les dossiers et les opérations des clients soient toujours en bon ordre.
**Plus en détails**:
- Vous prenez en charge la relation et les communications avec les clients et apportez une réponse rapide à leurs requêtes dans un souci permanent de qualité et de service personnalisé.
- Vous effectuez le suivi des comptes clients et des opérations dans le système interne de la banque.
- Vous intervenez activement dans les opérations d’ouverture de compte, dans les dossiers de crédit et tout service requis par vos partenaires Tiers-gérants ou vos clients finaux.
- Enfin vous vous assurez de la conformité des dossiers clients présentés, en lien avec les partenaires.
- Date de prise de fonction
- 15/07/2022
- Poste avec management
- Non
- Niveau d'étude minimum
- Bac + 4 / M1
- Formation / Spécialisation
- Titulaire d’un diplôme de niveau Bac +3 a mínima, vous justifiez d’une expérience bancaire opérationnelle.
Vous disposez de bonnes connaissances des différents types d’opérations bancaires (espèces, titres, change, crédits ), des règles anti-blanchiment et procédures y afférentes (KYC).
- Niveau d'expérience minimum
- 3 - 5 ans
- Compétences recherchées
- Vous êtes reconnu(e) pour votre rigueur, votre sens de l’organisation, et votre sens du service.Votre bon relationnel ainsi que votre esprit d’équipe vous permettrons une intégration rapide et réussie dans l’équipe et auprès de vos partenaires Tiers-gérants.
- Outils informatiques
- Vous maîtrisez les outils bureautiques classiques (MS Office).
- Langues
- Bonne maîtrise du Français et de l'Anglais. La connaissance de l'Italien/Espagnol sera un atout.
- **Entreprise Indosuez Wealth Management**: