Export RSS des offres - Seulement les offres à la une : Non / Profil : Types de métiers Crédit Agricole S.A.-->Commercial / Relations Clients

2026-108933 - Banquier Conseil H/F

Tue, 10 Mar 2026 17:55:47 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
La Direction Commerciale (DCL) CA INDOSUEZ a pour mission de développer le portefeuille de clients en Gestion de Fortune, les AUM , le crédit et in fine le PNB de la Banque à travers la promotion des services et des offres de la Banque et du Groupe CA. DCL Marseille comprend 15 collaborateurs et couvre le périmètre Méditerranée. Vos missions seront principalement : - Animer le premier prescripteur, les CRCA CAAP et CORSE (Banque Privée, CAE, BAE, ...) en assurant la promotion du savoir faire du Groupe Indosuez WM (offres, services) - Rencontrer des prospects cibles fortunés (chefs d'entreprise essentiellement, familles, institutionnels) et les accompagner dans leur réflexion patrimoniale en lien avec l'activité corporate - Avoir recours aux expertises de la Banque donc travailler en équipe - Mener des actions de prospection et faire vivre un réseau de prescripteurs externes (fonds d'investissement, SCR, M&A, Conseils qualifiés) En rejoignant CA Indosuez, vous rejoignez aussi le Groupe Crédit Agricole SA et c’est tout autant d’opportunités qui s’offrent à vous dans le cadre de votre carrière. Tous nos postes sont ouverts aux personnes en situation de handicap

Ville : Marseille
Niveau d'études minimum : Bac + 5 / M2 et plus

2026-109435 - Wealth Manager – French Market H/F

Sat, 28 Feb 2026 00:24:46 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
Le département Wealth Management France a vocation à assurer le suivi et le développement commercial d’une clientèle française fortunée à travers les différents réseaux du Groupe Crédit Agricole mais également par des canaux hors Groupe. Au sein de ce département vos missions seront notamment de : Initier et développer les relations nécessaires à l’acquisition d’une nouvelle clientèle privée française haut de gamme. Positionner notre banque auprès des différentes entités de notre Groupe en France ainsi qu’en dehors de ce réseau existant. En tant qu’architecte du patrimoine, offrir à nos clients une gamme complète de services d’exception et un conseil d’expert afin d’optimiser la structure de leur patrimoine et leurs choix d’investissement. Coordonner pro-activement les interactions nécessaires avec les spécialistes produits internes qui apportent leurs compétences spécifiques dans la réussite de l’accompagnement commercial de nos clients. Au-delà des prestations de Wealth Management, contribuer par votre sens du service à la réalisation des aspirations personnelles et des objectifs de nos clients.

Ville : LUXEMBOURG
Niveau d'études minimum : Bac + 5 / M2 et plus

2026-109262 - Conseiller en Investissement H/F

Wed, 25 Feb 2026 15:09:08 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
Au sein de la filiale de CFM Indosuez Wealth Management, CFM Indosuez Conseil en Investissement Nouméa, le Conseiller Investissement, spécialiste du conseil patrimonial assurera les missions suivantes : Acquisition et entretien d’une clientèle de personnes physiques ou contreparties (tiers-gérants) sur la zone géographique de la Nouvelle-Calédonie ; Conseils sur la constitution, la gestion et le développement de leur patrimoine ; Promotion des services et produits de la banque en s'appuyant sur des équipes d'experts..

Ville : Nouméa
Niveau d'études minimum : Bac + 5 / M2 et plus

2026-109180 - Banquier Privé confirmé H/F

Wed, 25 Feb 2026 11:14:25 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
Dans le cadre de la poursuite de notre développement, nous recherchons des banquiers(ères) de Gestion de Fortune pour rejoindre CFM Indosuez Wealth Management sur une clientèle onshore et/ ou offshore (UK, Europe, LATAM, Middle Est …) En nous rejoignant, vous intégrez l’acteur de référence de la Banque Privée à Monaco et un des plus grands groupes européens. Le banquier privé gère, conseille et développe le patrimoine d'une clientèle fortunée (particuliers, entrepreneurs) en proposant des solutions d'investissement sur mesure (bourse, immobilier, produits structurés) et une ingénierie patrimoniale/fiscale. Il bâtit une relation de confiance durable et assure le suivi global des actifs financiers. Missions Principales Développement commercial : Acquisition, développement et fidélisation de la clientèle dans le respect des réglementations en vigueur. Conseil patrimonial et financier : Élaborer des stratégies d'investissement (mandats de gestion, conseils) adaptées au profil de risque. Transmission Patrimoniale : Accompagner les clients dans leurs souhaits de transmission patrimoniale en s’appuyant sur nos experts d’Ingénieur Patrimonial (transmission, assurance-vie …). Relation client haut de gamme : Assurer un suivi personnalisé et réactif, en collaboration avec des experts internes (spécialistes produits, Investment Advisor, juristes, fiscalistes). Conformité : Veiller au respect des règles réglementaires et de conformité (KYC, lutte contre le blanchiment, réglementation cross-border …).

Ville : Monaco
Niveau d'études minimum : Bac + 5 / M2 et plus

2025-107109 - Head of Wealth Management - South Europe H/F

Mon, 23 Feb 2026 00:09:48 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
Your mission : You will be in charge of the department dedicated mainly to the Southern European markets, such as Spain, Portugal and Italy. You will lead the department composed by Wealth Manager and Client Support Officer and you will deploy a commercial strategy to support the development of this different markets. On a short term view, you will be fully involved by shaping the organisation of the future department and maintaining our customer loyalty . More into details, you will perform the following missions : · Define the commercial strategy to initiate, build and develop new relationship on these markets (UHNW individuals). · As an architect of wealth, ensure that all our solutions and services including notably discretionary management, investment advisory, wealth planning and financing are properly introduced to our clients/prospects. · Through an accurate understanding of the client’s needs and projects, highlight our various range of solutions and services for a tailor made solution. · Contribute actively to the development of your network through prospections and business contributors. · Take active part in various projects that impact significantly the department or the bank. · Share your knowledge and manage the 3 regional teams by giving them missions, responsibilities and directions in line with their markets. · Collaboration and business alignment with CA Indosuez Wealth (Europe) branches in Spain, Portugal and Italy · Supervising the sales team in Luxembourg dedicated to the Portuguese market and managing teams in Southern Europe · Key client coverage in the area · Stay abreast of market developments, regulatory changes and clients’ needs across the targeted markets · You will be the promoter of our integrated post-merger model, which includes a wide range of products and services in wealth management, asset management, fund servicing, corporate finance and global markets. · Commercial approach including a controlled vision, by identify and manage all risks and compliance issues for the client and the bank, based on latest regulation given by competent national and international Authorities as well as the Group.

Ville : LUXEMBOURG/MADRID/LISBON/MILAN
Niveau d'études minimum : Bac + 5 / M2 et plus

2024-95103 - Client Service Officer - Desk France (VIE) H/F

Wed, 18 Feb 2026 11:04:59 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : VIE
Description du poste :
Vos missions : Au sein de notre département commercial actif sur le marché France, vous découvrirez l’environnement de la banque privée en appuyant nos Wealth Managers Assistants dans le support opérationnel de nos clients. Vous participerez à la gestion et le suivi quotidien des comptes clients dans le respect strict des procédures : ouvertures de comptes avec examens KYC et KYT des comptes client existants. Vous réaliserez également le reporting interne et celui à destination de nos clients.

Ville : LUXEMBOURG
Niveau d'études minimum : Bac + 5 / M2 et plus

2026-108362 - Head of Investor Relations - Private Markets H/F

Sat, 07 Feb 2026 00:23:33 Z

Type de métier : Types de métiers Crédit Agricole S.A./Gestion d'Actifs
Type de contrat : CDI
Description du poste :
Your mission: The Head of Investor Relations Private Markets is responsible for defining and executing the global investor relations strategy for all Private Markets solutions, including Private Equity, Private Debt, and Real Assets. The role acts as a senior executive with key clients for Private Markets to participate in fundraising initiatives, roadshows, and clients’ meetings, while also managerially coordinating closely with local branches of the Bank in Italy, Spain, and Portugal to ensure effective, consistent management of investor relations teams across Continental Europe. Key Responsibilities: 1. Investor Relations Strategy Define and lead the Investor Relations strategy for Private Markets for Indosuez in selected regions of Europe (Luxembourg, Spain, Italy, Portugal as of today) Contribute to client’s portfolio allocation in relation with other Indosuez entities. Ensure consistency of investment messaging across regions while allowing for local market specificities Align Private Markets communications with the firm’s long-term investment strategy and performance objectives 2. Fundraising & Investor Coverage Serve as the senior point of contact for key clients (HNWI, UHNWI, Family Offices) Support and participate in fundraising initiatives, roadshows, and prospective or follow-up investor meetings Coordinate and build trust with local commercial teams to maximize client satisfaction and conversion 3. Local Coordination across branches Act as the central Investor Relations lead for Private Markets for the branches in Italy, Spain, and Portugal Coordinate and support local investor relations activities, ensuring alignment with global IR standards Adapt investor materials and messaging to local regulatory, cultural, and market requirements Provide expertise and senior support to local Relationship Managers during key client interactions Consolidate investor feedback from local markets and relay insights to Investment and Fund Management teams 4. Reporting & Investor Communications Oversee the preparation and delivery of all investor communications, including periodic reportings, Fund presentations, pitchbooks and factsheets as well as ad hoc communications related to transactions, exits, or market events Ensure all communications meet the highest standards of accuracy, transparency, and regulatory compliance 5. Internal Coordination Work closely with: Private Markets investment teams Client Relationship Managers teams Risk, Legal, Compliance and Operations Portfolio Management and other IR team members Private Market team from our Management Company - CA Indosuez Fund Solutions Act as a central coordinator to ensure timely, consistent, and compliant information flow to clients 6. Governance & Regulatory Oversight Ensure compliance with applicable Luxembourg and European regulations (AIFMD, ESG, SFDR, etc.) Liaise with local compliance teams in I

Ville : LUXEMBOURG
Niveau d'études minimum : Bac + 5 / M2 et plus

2026-107581 - Intern- Wealth Manager Assistant M/F

Fri, 16 Jan 2026 14:17:31 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : Stage
Description du poste :
Descrizione della posizione: La figura di Wealth Management Assistant supporterà un team commerciale nelle sue attività quotidiane, contribuendo alla gestione efficiente degli aspetti operativi e amministrativi e acquisendo una visione completa del settore Wealth Management. Principali responsabilità: - Supporto operativo: Collaborare con il team nella preparazione della documentazione per i clienti e nell’aggiornamento delle informazioni nei sistemi interni. - Assistenza nella reportistica: Supportare la raccolta e l’elaborazione dei dati necessari per la predisposizione di report periodici sui portafogli e sulle attività dei clienti. - Gestione amministrativa: Affiancare i colleghi nella gestione delle pratiche amministrative, come l’archiviazione dei documenti, la verifica delle scadenze e la raccolta delle informazioni KYC. - Contatto con i clienti: Fornire un primo livello di assistenza ai clienti (telefonica o via e-mail), sempre sotto la supervisione del consulente senior. - Supporto alle attività di sviluppo commerciale: Collaborare nella preparazione di presentazioni e materiali informativi per i clienti e per le attività di business development.

Ville : MILANO
Niveau d'études minimum : Bac + 5 / M2 et plus

2023-81580 - Private Banker, International M/F

Wed, 26 Nov 2025 04:30:36 Z

Entité : Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent à plus d'un siècle à Singapour et à Hong Kong, alors que se créaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, près de 220 experts conjuguent leur connaissance de l'environnement régional avec les vastes expertises et possibilités d'action du réseau mondial Indosuez Wealth Management et du groupe Crédit Agricole. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.
Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
As a Private Banker, you will be responsible for advising ultra-high net worth individuals or families on building, preservation, and management of their wealth. Utilizing your expertise in investments, financial planning, credit, and banking, you will provide comprehensive advice to current clients while also driving new clients acquisition. Key Responsibilities You will have the opportunity to support the below tasks, but not limited to: Identify, originate, develop and maintain client relationships, especially with sizeable accounts with high visibility or complex needs. Maintain relationships with clients by earning trust, thoroughly understanding client needs, providing tailored financial advice, developing thoughtful solutions and delivering an exceptional client experience. Maintain communication with clients to assess needs and risk profiles. Prospect potential clients and promote the bank’s produces and services through active business development. Prepare client account documentation, transaction documentation, general instructions and credit proposals. Ensure compliance with the Bank’s policies as well as regulatory and legal requirements. Assume any other tasks as assigned. Requirements To be effective and successful in this position, you should have:- Minimum 10 years of proven experience in Private Banking, specifically focusing on the ultra-high net worth market. Additional certification such as CACS is mandatory. Demonstrated track record in revenue generation and an existing portfolio of strong relationships with ultra-high net worth clients. Customer-oriented, self-motivated and detail-oriented. Proactive problem-solver who takes initiative and utilizes critical thinking Strong organizational skills with a disciplined and methodical approach to business. Dynamic and credible professional with exceptional presentation skills and communicates with clarity. Excellent communication and interpersonal skills, with fluency in English. Ability to thrive in a fast-paced and stressful environment. Extensive experience and in-depth knowledge of equity and fixed income markets, as well as alternative investments such as hedge funds, private equity and real estate Proficiency in English required, and French would be an advantage (Large potential clients are French speaking)

Ville : 168 Robinson Road #23-03 Capital Tower 068912 Singapore
Niveau d'études minimum : Bac + 3 / L3

2025-104793 - Client Service Officer - Wealth Management M/F

Thu, 02 Oct 2025 01:45:32 Z

Entité : Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent à plus d'un siècle à Singapour et à Hong Kong, alors que se créaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, près de 220 experts conjuguent leur connaissance de l'environnement régional avec les vastes expertises et possibilités d'action du réseau mondial Indosuez Wealth Management et du groupe Crédit Agricole. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.
Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios. He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients. He/she masters the bank’s operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks. Key Responsibilities: Ensures the link between the client and the operational departments of the bank. Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks. Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Bank’s Code of Conduct and Procedures. Analysis, development and evaluation activities: Follows the client relationships of the RM Works in full compliance with the bank’s code of conduct and within established practices and procedures Organization, management and realization activities: Manages and processes current cases, files and archives, manage the timetables Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution Ensures the administrative and IT part of the opening of a client account Ensures the administrative and IT part of the closing of a client account Prepare RM business trips Prepare FA renewals Contact, animation and communication activities: Establish and maintain quality relationships with the clients (both external and internal). Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs Prepare client meetings (necessary documents and check list) Receives clients for documents delivery

Ville : 168 Robinson Road #23-03 Capital Tower 068912 Singapore
Niveau d'études minimum : Bac + 3 / L3