Client Service Officer (Assistant.e de Gestion) - Zone Amérique Latine H/F

Within the Latin America Zone of our Wealth Management Division, you will play a key role by working with Relationship Managers in the administrative and operational management of client relationships.

Your responsibilities will include:

• Providing clients with excellent service by executing stock market, foreign exchange, investment and transfer instructions in accordance with bank procedures and compliance rules.
• Maintaining high-quality client relationships, preparing visits, updating documentation and conducting independent call-backs.
• Acting as the link between clients and the bank's various operational departments.
• Managing the administrative and documentary process for account openings and closures.
• Processing credit file renewals, monitoring deadlines and checking the proper execution of transactions.

Profile

• University education in finance or economics.
• Experience in a similar position.
• Very good knowledge of CDB, AML, FinSA, CRS, QI and FATCA requirements and financial products.
• 3–5 years of experience.
• Rigor, strong team spirit, ability to manage priorities and work independently, excellent customer service orientation and strong communication skills.
• Residence in Switzerland required.
• Proficiency in MS Office.
• Fluency in Portuguese, French and English; Spanish is an advantage.

Position details

• Permanent contract.
• Location: Geneva, Switzerland.
• Starting date: 1 September 2026.
• Position with management: No.
• Minimum education: 1-year Master's degree (M1).

About CA Indosuez (Switzerland) SA

CA Indosuez (Switzerland) SA is one of the leading institutions of the Swiss financial center and one of the country's top five foreign banks. The bank operates in wealth management, capital markets, and trade and commodity finance, with around 1,000 specialists in Switzerland.

Its teams combine local expertise with the global network of Indosuez Wealth Management, Crédit Agricole CIB and the Crédit Agricole Group. The Group is committed to diversity and inclusion, and all job offers are open to persons with disabilities.