Junior Client Service Officer (Intern) Milano

Junior Client Service Officer (Intern)
Milano
Lombardia, Milano

Direct message the job poster from Indosuez Wealth Management Head of Talent Management presso Indosuez Wealth Management 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 Perform KYC administrative tasks in accordance with national law The position is characterised by constant contact with the wealth managers and the central teams of the parent company based in Luxembourg. Requirements: A bachelor's 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 Seniority level Internship Employment type Internship Job function Administrative Industries Banking J-18808-Ljbffr