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Wealth Management Support Officer – Desk Italy
il y a 2 semaines
Informations générales
Entité
Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker
Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.
Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires.
Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune.
Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord.
Référence
Date de parution
/12/2025
Type de métier
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
Wealth Management Support Officer – Desk Italy (VIE) H/F
Type de contrat
VIE
Date prévue de prise de fonction
01/02/2026
Poste avec management
Non
Cadre / Non Cadre
Non cadre
Missions
Your role will involve supporting Wealth Managers and Wealth Management Assistants in various operational tasks and ensuring compliance with regulatory obligations :
- Establishing and updating KYC (Know Your Client), KYT (Know Your Transaction), and MIFID profiling (risk tolerance and investment objectives) in compliance with our regulatory obligations.
- Managing daily transactions for our clients (transfers, stock orders, bank statements, etc.) in accordance with our internal procedures.
- Presenting and following up on credit applications.
Compléments
- Through this role, you will explore the profession of commercial support dedicated to a high-end clientele.
Zone géographique
Europe, Luxembourg
Ville
LUXEMBOURG
Niveau d'études minimum
Bac + 5 / M2 et plus
Formation / Spécialisation
You hold a Master's degree from a Business School or a University degree in Finance or Economics.
Niveau d'expérience minimum
0 - 2 ans
Expérience
- You ideally have some initial experience in private banking and/or in the financial sector.
Compétences recherchées
- You are dynamic and outgoing, showcasing attention to detail, outstanding communication skills, and discretion.
- You are driven to find solutions that enhance the client experience and excel in a lively team environment.
- A fluent command of Italian is essential.
Langues
You are fluent in Italian and French, with a good knowledge of English
