Know Your Assets and Coordination Officer H/F

Job description

Contract details

• Contract type: CDI
• Planned acquisition: 01/11/2025
• Management position: No

Tasks

• You will be part of the IndoSuez Wealth Management (WM) team, an international wealth management network of the Crédit Agricole Group.
• Your main tasks include:
  • Participation in investment committees and responsibility for decision minutes (draft, circulation and follow-up);
  • Gather required documentation and review AML/KYC files of underlying assets and their asset managers in close cooperation with the investment and compliance teams;
  • Carrying out reviews and updating risk files as part of periodic reviews;
  • Performing pre- and post-trade reviews, including counterparty reviews;
  • Organization and management of the validation and approval process for external mandates;
  • Ensuring compliance with governance in the investment process;

Requirements

Education and experience

• At least a Bachelor's or Master's degree in banking/finance/law;
• 3-5 years of experience in wealth management/administration of private assets funds (primary, secondary) and/or investment management, preferably in a wealth asset management environment;
• Previous experience in a similar field is an advantage.

Specialist knowledge

• Good knowledge of Luxembourg AML/KYC regulations;
• Familiarity with regulatory issues in connection with the AIFMD Directive;
• Very good knowledge of legal and contractual documentation in connection with private assets;
• Precision, care and autonomy;
• Team spirit, sense of responsibility and multitasking skills.

Languages and computer skills

• Fluent in French and English;
• MS Office tools.

Location

• Region: Europe, Luxembourg;
• City: Luxembourg.