Published on Nov. 25, 2024

Internal Client Coordinator – Wealth Management - Internship 6 months H/F

CA Indosuez Wealth (Group)

About the job

Type de métier

Types de métiers Crédit Agricole S.A. - Gestion d'Actifs

Types de métier complémentaires

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

Intitulé du poste

Internal Client Coordinator – Wealth Management - Internship 6 months H/F

Type de contrat

Stage

Poste avec management

Non

Cadre / Non Cadre

Non cadre

Missions

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

Compléments

In more details, your missions will be to :


  • Do the economic monitoring of the commercial activity by all relevant business scoreboard reporting (commercial activity of the wealth management teams)
  • Contribute to business improvement initiatives and projects by analysing relevant figures and processes and monitoring the progress of dedicated projects
  • Organise, coordinate and document the review of large/sophisticated clients
  • Participate to Business Development Projects, when required, and support the implementation of the new process / technology in the Front Office teams

Localisation du poste

Zone géographique

Europe, Luxembourg

Ville

LUXEMBOURG

Critères candidat

Niveau d'études minimum

Bac + 5 / M2 et plus

Formation / Spécialisation

  • Master degree in Finance/Economy or Wealth Management

Niveau d'expérience minimum

0 - 2 ans

Expérience

  • You have ideally a first experience or some knowledge in wealth management and/or a first banking experience

Compétences recherchées

  • Good knowledge of investment products
  • Ability to work in project’s mode and you’re known for your strategic planning skills
  • Your customer service focus behaviour and your ability to work under pressure will allow you to succeed in this function
  • Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications. Some knowledge in BI / VBA / Database Management Systems would be considered

Langues

  • Fluent in French and English. Spanish or Italian is an asset.

Apply Now

Required skills

Data Analysis English French Microsoft Word Microsoft PowerPoint Microsoft Excel Spanish Italian VBA Wealth Management Banking Database Management Systems Investment Products BI tools