Junior Client Service Officer (Intern)

The main mission is to provide administrative and operational support to our Wealth Managers in managing HNWI and UHNWI clients. The main activities carried out by the resource are listed below:

• Support WMs in the preparation of client meetings (i.e. missing documents to ensure compliance of client file, portfolio situation, reports and/or sales documentation, documentation needed for account opening)
• Respond promptly to client queries (for example regarding the history of the client's account and/or regarding any information that can be consulted in the bank's internal system)
• Ensure the daily monitoring of client accounts and inform the Wealth Manager of any particular event
• Prepare reports for clients
• Participate in the preparation of credit application and periodic reviews of credit dossier
• Perfom KYC administrative tasks

The position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg.

Requirements:

• A bachelors degree in economics, finance or management will be considered a plus
• A previous experience in the Private Banking / Wealth Management sector will be considered a plus
• Italian: mothertongue; English: fluent

Offer:

Remunerated 6 monts internship (potentially renewable for a further six months);

Starting date: July 1st 2025

If you want to discover more about Indosuez, click here

"CA Indosuez Wealth (Europe), Italy Branch" è la succursale italiana di CA Indosuez Wealth (Europe) S.A., con uffici basati a Milano e Roma.