Assistant Relationship Manager, EAM M/F

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). The team works with a specific Wealth Management Zone and supports one or several Relationship Managers (RMs) in the administrative and operational management of their client portfolios.

The role contributes to the quality of the Bank's image, links operational departments, collaborators and clients, and supports compliance, deontology and the control of financial, counterparty and operational risks.

Key Responsibilities

• Ensure the link between clients and the Bank's operational departments.
• Support the RM in day-to-day business and occasional activities, including administrative tasks.
• Master the Bank's operations, organisation, mechanisms and internal procedures.
• Follow client relationships and work in compliance with the Bank's Code of Conduct and established procedures.
• Manage current cases, files, archives and timetables.
• Manage client accounts, register orders such as securities purchases and sales, transfers, check-cashing, cash control and fiduciary deposit renewals, and verify their execution.
• Handle the administrative and IT aspects of client account openings and closings.
• Prepare RM business trips and FA renewals.
• Establish and maintain quality relationships with external and internal clients.
• Handle telephone contacts, record each call, identify clients while respecting confidentiality and perform independent call-backs.
• Prepare client meetings, including required documents and checklists.
• Receive clients for document delivery.

Requirements

• Bachelor's degree, BSc degree or equivalent.
• University degree or equivalent in relevant studies.
• CACS Paper 1 & 2 required.
• Six to ten years of experience; private banking client servicing experience is an advantage.
• Good communication and interpersonal skills.
• Ability to work in stressful, ambiguous and fast-paced environments.
• Customer-oriented, self-motivated and meticulous.
• Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications.

Indosuez Wealth Management has a solid foundation in Asia, with more than a century of heritage. Almost 220 specialised wealth managers across branches of CA Indosuez (Switzerland) SA combine regional knowledge with the global network of Indosuez Wealth Management and the Crédit Agricole group.

The group is committed to diversity and inclusion, and all positions are open to people with disabilities.