Indosuez Wealth Management vacancy search engine

Investments KYC and Coordination officer H/F


Détail de l'offre

Informations générales

Entité

Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022).

Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.

Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires.

Le Groupe Indosuez Wealth Management détient majoritairement la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune.

Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, Asie-Pacifique, Moyen-Orient et Amérique du nord.

www.ca-indosuez.com  

Référence

2024-91989  

Date de parution

25/09/2024

Description du poste

Type de métier

Types de métiers Crédit Agricole S.A. - Conformité / Sécurité financière

Types de métier complémentaires

Types de métiers Crédit Agricole S.A. - Gestion d'Actifs

Intitulé du poste

Investments KYC and Coordination officer H/F

Type de contrat

CDI

Date prévue de prise de fonction

01/09/2024

Poste avec management

Non

Missions

Indosuez Wealth Management (IWM) group, Crédit Agricole Group's international Wealth Management network, is one of the world's leading companies.

 

IWM offers a wide range of UCITS and AIF investment products in various jurisdictions, including France, Switzerland, Monaco, Luxembourg. IWM offers, through its Management Company CA Indosuez Wealth (Asset Management), an effective solution for the sustainable development of its Luxembourg investment funds for its Wealth Management clients.

 

 Indosuez Wealth Management has over 20 years of experience in alternative investments and has built a strong and recognised Private Markets platform with close to 8 bn of assets under management.

 

Through Primary, Secondary and co investment strategies on Private Equity, Private Credit, Real Estate and Infrastructure, the alternative platform has more than 150 closed-end and semi liquid compartments.

 

We are currently recruiting an Investment KYC and Coordination Officer ( under permanent contract to be filled as soon as possible)

 

Reporting to the Head of Portfolio Management Operations within the Management Company, you will be responsible for assets onboarding and their selection governance.

 

Your tasks :

 

Attend Investment Committees;

 

Collect and review AML-KYT files in close collaboration with the Investment Advisor and Compliance teams;

 

Evaluate and update AML-KYT files as part of periodic reviews;

 

Carry out checks prior to entering into any relationship, including counterparty screening;

 

Organize and manage the validation and approval committee for external asset managers;

 

Ensure compliance with governance in the investment process;

 

Identify anti-fraud and anti-corruption risks and issues, and escalate any questions/risks to the Compliance team ;

 

Coordinate the legal aspects of subscriptions in collaboration with external lawyers;

 

Maintain the investments database up to date;

 

Follow corporate events during the life of investments.

Localisation du poste

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG

Critères candidat

Niveau d'études minimum

Bac + 3 / L3

Formation / Spécialisation

 You have a bachelor's or master's degree in Banking/Finance/Law;

Niveau d'expérience minimum

3 - 5 ans

Expérience

You have 3 to 5 years' experience in asset management/administration of Private Assets funds (primary, secondary and co-investment), preferably in a Wealth-Asset Management environment;

 

Previous experience in a similar field is considered an advantage.

Compétences recherchées

Your precision and rigor will be appreciated by both your colleagues and your external contacts;

 

Your team spirit, sense of responsibility and multitasking skills will be key in your success.

 

Good knowledge of Luxembourg AML/CFT regulations

 

You are familiar with regulatory issues relating to the AIFMD directive;

 

You have a very good knowledge of legal and contractual documentation related to Private Assets;

Outils informatiques

Ms Office tools

Langues

Fluent French and English are mandatory for this position.