Client Service Officer; VIE

Position: Client Service Officer (VIE)
Location: Centro

Client Service Officer

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The main mission is to provide administrative and operational support to our Wealth Managers (based in Rome) in managing clients (HNWI and UHNWI). 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)
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
The position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg.
Requirements:
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
Expected starting date:
September/October 2026
Please note that Italian citizen are not eligible for this particular contract. For more information, please visit Business France website
About Indosuez
Indosuez Wealth Management is committed to ensuring equal treatment for all candidates according to the principles of Diversity and Inclusion. xpavfwm
The requested data will be processed in full compliance with the provisions of European Regulation 679/2016 and subsequent amendments and integrations.