Crédit Agricole Indosuez Wealth

Client Services Officer – Personal banking Desk (H/F)

Crédit Agricole Indosuez Wealth

LUXEMBOURG - Luxembourg (On-site)

Job Type Permanent contract
Experience 3-5 years
Posted 1 month 1 week ago
On-site 3-5 years Level

Within our Personal Banking Desk, we are looking for a talented and enthusiastic Client Services Officer who is collaborative, confident and motivated to provide a first-class client experience.

As a Client Services Officer, you will support several Wealth Managers in the administrative, operational and commercial management of their Ultra High Net Worth Individual (U)HNWI client portfolios. In this key relationship role, you will contribute to upholding the Bank’s reputation for excellence, acting as a vital link between internal experts, Wealth Managers and clients.

Key responsibilities

  • Provide operational and commercial support to Wealth Managers in all client-related matters.
  • Oversee the daily management and monitoring of client accounts, ensuring strict compliance with applicable legislation and internal procedures.
  • Process and record banking transactions in internal systems.
  • Initiate and follow up on account opening requests and credit files, collaborating closely with internal operational experts.
  • Prepare internal and client reports as required.

Profile

  • Postgraduate degree, MA/MSc/PhD/Doctorate or equivalent.
  • University degree in Finance, Economics or a related field, or equivalent experience.
  • Significant experience in a similar position, ideally within private banking.
  • Strong operational background in finance and proven client servicing skills.
  • Good knowledge of financial products, markets and KYC regulations.
  • Rigorous, well-organized and committed to service excellence.
  • Achievement-oriented with a can-do mentality.
  • Excellent interpersonal and communication skills.
  • Team player.
  • Fluent in French and English.
  • Good knowledge of MS Office tools.

Starting date: 15/09/2026

Experience level: 3–5 years

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