Wealth Management Business and Client Services Senior Officer

About the job

• Since 2015, BNP Paribas Wealth Management (WM) has a competences center in Lisbon named the Portugal International Markets Hub (“PIMH”). This center manages certain activities for the International Markets (“IM”) sites of BNPPWM namely Switzerland, Luxembourg, Germany and Monaco
• We are looking for a passionate and versatile professional to join our team and provide functional and operational support to our Front-Office users
• You will play a key role in managing IT tools, training users, and facilitating collaboration between various departments (IT, Operations, Finance, among others)
• In this role, you will be responsible for incident management and resolution, working closely with our IT Team. You will also play a crucial role in continuous process improvements and the implementation of new tools and features
• Additionally, you will contribute to digital transformation projects, Tests before implementation, end-user training, while ensuring smooth client data management

Your Main Activities Are

• First level of support for front-Office
  1. Serve as the primary point of contact for users, providing quick and effective solutions to their needs
• IT Tools Consultation & Support
  1. Advise teams on best practices and help optimize the use of systems and processes
• Incident Management & Request Follow-up
  1. Analyze, prioritize, and track software issues, reporting anomalies as necessary.
• Client Data Management
  1. Oversee cost price updates, conduct historical research, and generate customized reports, particulary on fiscal topics
• Project Follow-up
  1. Represent the Front-office in various projects, oversee user acceptance testing (UAT) and manage the deployment of new software versions
• Training & Documentation
  1. Prepare, organize, and deliver training sessions to ensure smooth onboarding of new tools and processes, while mainaining up-to-date documentation and legal contracts for clients
• Client Communication Coordination
  1. Manage the production and delivery of client mailings, and ensure templates are aligned with the bank’s requirements

Profile and Skills to Success

• Bachelor degree in Economy, Finance, Business Administration and Accounting
• Previous experience in customer service, business support or middle office jobs
• Ease at analysis and understanding of complex processes
• Technical skills to understand the functioning of IT banking systems
• Fluent in English 
• Good command of digital applications
• Strong team spirit
• Rigor and method
• Customer oriented

#LI-Hybrid

Why joining BNP Paribas? 

· Leading banking institution

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

· Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group’s 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

· International reach 

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions: 

• Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines; 
• Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services; 
• Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.

· Diversity and Inclusion commitment 

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.

· Commitment towards work/life balance

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

· Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices. 

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal

* Please note that only applications submitted in English will be considered. 

* In case you are selected for this role, further documentation will be requested to support your hiring process.