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Indosuez Wealth Management

CLIENT SERVICE OFFICER (CSO) H/F

CDI
Indosuez Wealth Management ·
Fonction
Commercial - Ventes - Marketing
Lieu
Expérience
Rémunération
€ – € /
Début
Thu, 07 May 2026 14:16:13 Z
Permis B
Non requis

Description de l'offre

At CA Indosuez Wealth Management, we are expanding our team of Client Services Officers. Client Services Officer (CSO) – Wealth Management | Madrid and Valencia Integrated within the Business Support Operation (BSO) division, we are seeking four Client Services Officers to join our private banking team and work closely with bankers and clients in our offices located in: Madrid (3 positions) Valencia (1 position) What will you do: Act as the key support for the Wealth Manager in daily client management—a pivotal role in client relationship and satisfaction. Ensure seamless operations (accounts, orders, documentation) Prepare relevant information for commercial decision-making Interact directly with clients at critical moments Coordinate with Compliance, Risk, and Operations
At CA Indosuez Wealth Management, we are expanding our team of Client Services Officers. Client Services Officer (CSO) – Wealth Management | Madrid and Valencia Integrated within the Business Support Operation (BSO) division, we are seeking four Client Services Officers to join our private banking team and work closely with bankers and clients in our offices located in: Madrid (3 positions) Valencia (1 position) What will you do: Act as the key support for the Wealth Manager in daily client management—a pivotal role in client relationship and satisfaction. Ensure seamless operations (accounts, orders, documentation) Prepare relevant information for commercial decision-making Interact directly with clients at critical moments Coordinate with Compliance, Risk, and Operations

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