Informations générales
Entité
À propos de CA Indosuez (Switzerland) SA
CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays.
Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active dans les domaines des Marchés de Capitaux, du Financement Transactionnel de Matières Premières et de la Banque Commerciale.
Présente en Suisse depuis 1876, elle compte aujourd'hui environ 1000 spécialistes répartis dans les fonctions commerciales, de produits et de services, ainsi que de support et de contrôle.
Ses équipes conjuguent ainsi leurs connaissances de l'environnement local avec les nombreuses expertises et possibilités d'action du réseau mondial d'Indosuez Wealth Management, de la Banque de Financement et d'Investissement (Crédit Agricole CIB) 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 et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.
Référence
2026-108496
Date de parution
09/02/2026
Description du poste
Type de métier
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
Client Service Officer Polish Desk H/F
Type de contrat
CDI
Date prévue de prise de fonction
01/04/2026
Poste avec management
Non
Missions
CA Indosuez :
CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 155 billion of AUM as of 31/12/2025) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity finance, asset management and commercial banking. Based in Switzerland since 140 years, CA Indosuez (Switzerland) SA has c.850 employees spread across different verticals and expertise including commercial, products and services as well as support and control functions. Its teams and different expertise benefit from the unique network of the broader Indosuez Wealth Management network as well as CACIB, its investment bank, and more generally from Crédit Agricole Group.
Key missions :
As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).
Your team works with a specific Wealth Management Zone. In this case, this is Eastern Europe. You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios, mostly in Polish, Russian and English languages.
You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.
Ensure the link between the client, RMs, Service Team and operational departments ;
Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
Establish and maintain quality relationships with the clients (both external and internal) ;
Proceed with accounts openings/closings, pass the orders and controls the correct execution ;
Control client identification, and call-backs ;
Prepare the RM’s business trips ;
Master the mechanisms of the bank and work within the established practices and procedures.
Localisation du poste
Zone géographique
Europe, Suisse, Zurich
Ville
ZURICH
Critères candidat
Niveau d'études minimum
Bac + 5 / M2 et plus
Formation / Spécialisation
Professional maturity, University degree
Niveau d'expérience minimum
3 - 5 ans
Compétences recherchées
Very good knowledge of regulations in force in the field of the Wealth management ;
Personal skills : sense of service to the client, organized, very good team spirit, rigor, integrity, discretion.
Langues
Mandatory fluency in Polish, Russian and English. French and/or German an asset
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