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
2025-104720
Date de parution
04/10/2025
Types de métiers Crédit Agricole S.A. - Gestion d'Actifs
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 Know Your Assets 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 and play a key role in assets onboarding and their selection governance.
Your tasks :
- Attend Investment Committees and responsible for decision minutes (drafting, circulation and follow up);
- Collect necessary documentation and review AML/KYC files of underlying assets and their asset managers in close collaboration with the Investment Advisor and Compliance teams;
- Analyse, evaluate and update KYA 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;
- Ensure smooth communication with Compliance team
- Coordinate the legal aspects of subscriptions in collaboration with external lawyers and counterparties;
- Maintain the investments database up to date;
- Follow up corporate events during the life of investments;
- Produce clear and structured reports and KPIs
- Contribute to the implementation and continuous improvement of the internal KYA procedures.
Fluent French and English are mandatory for this position.