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Indosuez Wealth Management

Client Service Manager M/F

CDI
Indosuez Wealth Management ·
Fonction
Internet - E commerce
Lieu
Expérience
Rémunération
€ – € /
Début
Mon, 04 May 2026 09:20:23 Z
Permis B
Non requis

Description de l'offre

Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients; Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner; Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required; Proactively monitor clients' account status and report for any irregularities; Act as a key contact, both external and internal, for clients' daily operational enquiries; Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements; Complete all mandatory training as required to attain and maintain proficiency; To manage meetings and travel arrangements of RMs; To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients; Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner; Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required; Proactively monitor clients' account status and report for any irregularities; Act as a key contact, both external and internal, for clients' daily operational enquiries; Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements; Complete all mandatory training as required to attain and maintain proficiency; To manage meetings and travel arrangements of RMs; To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.

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