Moteur de recherche d'offres d'emploi Indosuez Wealth Management

Client Service Officer (Relationship Manager Assistant) English and Arabic M/F H/F


Vacancy details

General information

Entity

About CA Indosuez (Switzerland) SA

CA Indosuez (Switzerland) SA is one of the leading institutions of the Swiss financial center, and one of the top five foreign banks in the country.
Beyond its wealth management activities in Switzerland, the Middle East and Asia , the bank is also active in capital markets as well as trade and commodity finance for commodity traders and export companies.
Present in Switzerland for more than 140 years, it currently has about 1'000 specialists in commercial, product and service functions, as well as support and control.
Its teams combine their knowledge of the local environment with the vast expertise and opportunities of the global network of Indosuez Wealth Management, Corporate and Investment Banking (Crédit Agricole CIB) and the Crédit Agricole Group.


  

Reference

2021-58060  

Publication date

25/06/2021

Position description

Business type

Types of Jobs - Finance / Accounting

Job title

Client Service Officer (Relationship Manager Assistant) English and Arabic M/F H/F

Contract type

Permanent Contract

Expected start date

01/09/2021

Management position

No

Job summary

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. You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.


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 collaborators 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 ;
  • Establishe and maintains 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 travels ;
  • Master the mechanisms of the bank and works within the established practices and procedures.

Position location

Geographical area

Europe, Switzerland, Genf, Genève

City

GENEVE

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Professional maturity, University degree 

Level of minimal experience

3-5 years

Experience

3 years of experience in a similar function

Required skills

- 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.


- Residence in Switzerland mandatory

Technical skills required

Mastering of Microsoft office tools 

Languages

Fluent in Arabic and English mandatory ; French an asset