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Wealth Management Assistant
Il y a 4 mois
**Type de métier**:
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
**Intitulé du poste**:
Wealth Management Assistant - Desk Portugal (H/F) H/F
**Type de contrat**:
CDI
**Date prévue de prise de fonction**:
01/09/2023
**Poste avec management**:
Non
**Cadre / Non Cadre**:
Non cadre
**Missions**:
The role supports several Wealth Managers in the administrative and operational management of their client portfolios of UHNWI.
He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the Wealth Managers and the clients.
Within the Wealth Management - Portuguese Market Desk, the person:
- Support the Wealth Managers in the client’s operational and sales support tasks ;
- Participate on the daily basis of the management and monitoring of the client’s accounts in strict compliance with the applicable legislation and the internal procedures ;
- Process and register the banking transactions in the internal systems;
- Initiate and monitor the smooth running of the account opening requests and credit files in good cooperation with the internal operational experts;.
- Establish various internal reports or client’s reports.
**Localisation du poste**:
**Zone géographique**:
Europe, Luxembourg
**Ville**:
LUXEMBOURG
**Niveau d'études minimum**:
Bac + 4 / M1
**Formation / Spécialisation**:
- University Degree in Finance, Economics or any related degree
**Niveau d'expérience minimum**:
6 - 10 ans
**Expérience**:
- You have a large experience in a similar position ideally within the private banking sector;
- You have a good financial operational background and strong client servicing skills;
- You have a good knowledge of financial products, markets and KYC requirements;
**Compétences recherchées**:
- You are rigorous, well organised and you are committed to deliver a service of excellence to our clients;
- You have strong interpersonal skills in order to build strong relationship with our internal departments.
**Langues**:
- You have a good command of Portuguese and English. French is a strong asset
