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 regarding the history of the client's account and/or regarding any information that can be consulted as such in the bank's internal system and/or on the various financial instruments, with a constant concern for quality and personal service
Enter account opening and/or closing operations into the system
Ensure the correct and efficient execution of instructions received from clients and/or the Client Advisor (cash, securities, foreign exchange, deposit operations, etc.) in the bank's internal system
Follow up on the settlement of transactions and, if necessary, follows them up in conjunction with the Back Office
Ensure the daily monitoring of client accounts and informs the Client Advisor of any particular event
Prepare and send standard or customised reports for clients with the approval of the Client Advisor
Check all listings as part of the internal control system (debit balances, deposits, previous day's transactions, overruns, credit reviews).
Perform KYC processes and regularly checks 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

15/03/202- 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)