Client Service Officer
il y a 1 mois
**Description du poste**:
- 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.
- Date de prise de fonction
- 01/02/2025
- Poste avec management
- Non
- Cadre / Non Cadre
- Non cadre
- Niveau d'étude minimum
- Bac + 5 / M2 et plus
- Formation / Spécialisation
- You have a Master's degree from a business school or a university diploma in Finance or Economics ;
- 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.
- Niveau d'expérience minimum
- 0 - 2 ans
- 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- 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.
- **Entreprise Indosuez Wealth Management**:
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