Job Description

Description du poste

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As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His team works with a specific Wealth Management Zone. The role supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.


He/she holds a key relationship position and contributes to the quality of the Bank's image. He/she acts as a link between the operational departments of the Bank, the collaborators and the clients.


He/she masters the bank's operations, its organisation and specificities. He/she contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.

Key Responsibilities:

Ensures the link between the client and the operational departments of the bank. Support the RM in his own mission, by executing the day-to-day business and more occasional activities. He helps him with the administrative tasks. Masters the mechanisms and internal procedures of the bank.To discharge his/her following responsibilities in full compliance with the Bank's Code of Conduct and Procedures.

Analysis, development and evaluation activities:

Follows the client relationships of the RM Works in full compliance with the bank's code of conduct and within established practices and procedures

Organization, management and realization activities:

Manages and processes current cases, files and archives, manage the timetables Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution Ensures the administrative and IT part of the opening of a client account Ensures the administrative and IT part of the closing of a client account Prepare RM business trips Prepare FA renewals

Contact, animation and communication activities:

Establish and maintain quality relationships with the clients (both external and internal). Ensure tel contacts (and the record of a tel card for each call), client identification while respecting confidentiality and independent call-backs Prepare client meetings (necessary documents and check list) Receives clients for documents delivery

Criteres de candidature

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Niveau d'etude minimum
Bac + 3 / L3
Formation / Specialisation

+ University degree or equivalent in relevant studies
+ CACS Paper 1 & 2 required

Relevant experience, private banking client servicing experience will be an advantage
Niveau d'experience minimum
6 - 10 ans
Competences recherchees



+ Good communication and interpersonal skills.
+ Ability to work under stressful, ambiguous and fast pace environment
+ Customer oriented, self-motivated and meticulousOutils informatiques
Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications

Entreprise Indosuez Wealth Management

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Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent a plus d'un siecle a Singapour et a Hong Kong, alors que se creaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, pres de 220 experts conjuguent leur connaissance de l'environnement regional avec les vastes expertises et possibilites d'action du reseau mondial Indosuez Wealth Management et du groupe Credit Agricole. En agissant chaque jour dans l'interet de la societe, nous sommes un groupe engage en faveur des diversites et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.