CA Indosuez Switzerland


Client service officer - middle east market H/F

14 June Genève, Genève Perm

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).
His team works with a specific Wealth Management Zone.
He supports a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.
He holds a key relationship position and contributes to the quality of the Bank's image.
He acts as a link between the operational departments of the Bank, the collaborators and the clients.
He masters the bank’s operations, its organisation and specificities.
He contributes to the respect of the conformity and deontology and to the control of the financial, counterpart and operational risks.
He works closely with the other CSO of his team.

Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution.
Ensures the administrative and IT part of the opening/closing of client accounts
Prepare Relationship Manager business trips
Ensures the link between the client and the operational departments of the bank.
Support the Relationship Manager in his own mission, by executing the day-to-day business and more occasional activities.
He helps him with the administrative tasks.
Masters the mechanisms and internal procedures of the bank.
Prepare client meetings (necessary documents and check list).
Receives clients for cash/safe operation, documents delivery.
Establish and maintain quality relationships with the clients (both external and internal).

3-5 years of experience in a similar function
General banking knowledge

Professional maturity or University degree.