Wealth Management Support Specialist - VIE 12 mois H/F
CA Indosuez Wealth
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Type de métier

Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Intitulé du poste

Wealth Management Support Specialist - VIE 12 mois H / F


By joining the business development team, you will discover all operational aspects of the Business Development strategy of the bank through its several entities within Europe.

Your main mission will be to take care of the clients’ portfolio remediation’s follow up within the different entities of CA Indosuez Wealth Management (Belgium, Luxembourg, Italy and Spain).

Moreover, you will :

  • Participate in monitoring of the commercial remediation activity by all relevant business scoreboard reporting
  • Contribute to business improvement initiatives and projects by analysing relevant figures and processes and monitoring the progress of dedicated projects
  • Participate to Commercial Meetings and Commercial Committees to report relevant progress or improvements tracks.
  • Participate to Business Development Projects, when required, and support the implementation of the new process / technology in the Front Office teams
  • Localisation du poste

    Critères candidat

    Niveau d'études minimum

    Bac + 4 / M1

    Formation / Spécialisation

    With a Master degree in Finance / Economy or Wealth Management, you have a first experience in the Banking industry

    Good knowledge in investment products

    Niveau d'expérience minimum


    Ability to work in project's mode and you're known for your strategic planning skills

    Compétences recherchées

    Your customer service focus behavior and your ability to work under pressure will allow you to succeed in this function

    Outils informatiques

    Proficiency in Microsoft Excel, Word, PowerPoint. Some knowledge in BI / VBA / Database Management Systems would be appreciated


    French & English. Ability to speak Spanish or Italian will be considered as an asset

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