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Client Service Officer (VIE)

  • Full Time
  • Anywhere

Indosuez Wealth Management

Indosuez Wealth Management — Torino, Provincia di Torino

Client Service Officer The main mission is to provide administrative and operational support to our Wealth Managers (based in Rome) in managing clients (HNWI and UHNWI). 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 documentati…

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Working in Torino, Piemonte, IT

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