Client service officer VIE (H/F)

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) Perfom KYC administrative tasks 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 daily monitoring of client accounts and inform the Wealth Manager of any particular event Prepare reports for clients Participate in the preparation of credit application and periodic reviews of credit dossier

A bachelor degree in economics, finance or management A previous experience in the Private Banking / Wealth Management sector will be considered a plus Italian: fluent; English: fluent

La banque Indosuez Wealth Management, établissement financier de 400 collaborateurs, spécialisée dans la gestion de fortune et gérant plus de 30 milliards d’actifs.