Indosuez Wealth Management vacancy search engine

CLIENT SERVICE OFFICER (CSO)


Vacancy details

General information

Entity

The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022).

Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector in Europe, managing more than 200 billion euros in assets.

Shaped by over 145 years of experience, the Indosuez Wealth Management Group supports large private clients, families, entrepreneurs and professional investors around the world by proposing them a continuum of services and offers integrating Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions.

The Indosuez Wealth Management Group owns the majority of Azqore, a company providing a complete and integrated technological solution as well as banking operations services to wealth management players.

The Indosuez Wealth Management Group stand out for its dimension both human and international, with 4500 employees working in 16 different territories of the world: Europe, Asia Pacific, Middle East and North America.

www.ca-indosuez.com

By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

  

Reference

2025-96980  

Publication date

19/02/2025

Position description

Business type

Types of Jobs - Sales / Customer Service

Job title

CLIENT SERVICE OFFICER (CSO)

Contract type

Permanent Contract

Expected start date

10/03/2025

Management position

No

Executive / Non executive

Non cadre

Job summary

Provide service to Private Banking customers and support wealth managers and network in administrative tasks.


Receive and post customer instructions in the systems.
Receive and post instructions from CA Indosuez Suisse and Luxembourg Spanish customers in the systems (transfer activity).
Follow-up and control of operations.
Support WM and Network in administrative tasks.

Position location

Geographical area

Europe, Spain

City

MADRID

Candidate criteria

Minimal education level

1-year Master's (M1)

Academic qualification / Speciality

Advanced University Studies (Law, Business Administration)

Specialized training validated by the CNMV within the framework of MIFID II.

Level of minimal experience

0-2 years

Experience

Desired experience in Back Office or Middle Office functions (1 or 2 years)

Required skills

Attention to detail

Operational skills

Internal/external customer focus

Technical skills required

Office

Languages

English and/or French