Wealth Management Client Services Associate

Crédit Agricole SA; Hinoba-an; On-site; PHP 3,745,000 - 5,618,000; Full time

Job summary

Crédit Agricole SA is seeking a Wealth Management Client Service Officer (CSO) to support Relationship Managers in Asia. You will manage day-to-day administration, client records, and coordination across bank operations, while upholding the bank's codes of conduct and risk controls.

The role focuses on relationship management within a dedicated Wealth Management Zone, ensuring high-quality service to private banking clients and effective collaboration with RM and operations teams.

Qualifications

• University degree or equivalent in relevant studies.
• 6-10 years of experience required.
• Private banking client servicing experience is a plus.

Responsibilities

• Serve as a link between the client and bank operations and RM teams.
• Support the Relationship Manager in daily tasks and client administration.
• Ensure compliance with the bank's conduct, procedures, and risk controls.

Skills

Communication skills

Interpersonal skills

Stress management

Customer focus

Education

Bachelor degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Crédit Agricole SA is seeking a Wealth Management Client Service Officer (CSO) to support Relationship Managers in Asia. You will manage day-to-day administration, client records, and coordination across bank operations, while upholding the bank's codes of conduct and risk controls.

The role focuses on relationship management within a dedicated Wealth Management Zone, ensuring high-quality service to private banking clients and effective collaboration with RM and operations teams.