Junior Client Service Officer - Milano, Italia - Indosuez Wealth Management

Indosuez Wealth Management

Azienda verificata

Milano, Italia

2 settimane fa

Inviato da:

Piero Bianchi

Reclutatore di talenti per beBee

Descrizione

du poste

The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients.

The main activities carried out by the resource are listed below:

Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)
Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
Ensure the correct and efficient execution of instructions received from clients and/or Wealth Manager (cash, securities, foreign exchange, deposit operations, etc.)
Follow up on the settlement of transactions
Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
Prepare reports for clients
Perform KYC processes and regularly check the compliance of client files with the regulations and procedures in force (KYC, AML)
The role involves extensive telephone contact with clients, the development of commercial support relationships with them and the careful administration of their activities with Indosuez. The position is also characterised by constant contact with the central teams of the parent company (in Luxembourg).
Date de prise de fonction

13/03/202- Durée

Niveau d'étude minimum

Bac + 3 / L- Formation / Spécialisation
degree in economics, finance or management
A previous experience in the Private Banking / Wealth Management sector will be considered a plus.
Good knowledge of the different types of operations (cash, securities, foreign exchange, credit, etc.).Good knowledge of anti-money laundering rules and related procedures (AML/KYC)