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Client Data Support Officer H/F

Indosuez Wealth Management -
Lisboa

Candidate-se agora

Detalhes da oferta

Descrição completa da oferta

Description du poste

Your Key Responsibilities :

Join the Client Data team, where you'll play a pivotal role in maintaining and updating the KYC (Know Your Customer) database. You’ll oversee the administrative management of client files throughout the Client Life Cycle, ensuring compliance with the Bank’s standards and regulations during both onboarding and periodic reviews.

Your Mission Will Include :

Reviewing and validating client-provided documents, ensuring all information is correctly inputted into the Bank’s systems.
Keeping customer files up-to-date and fully compliant with the Bank’s requirements throughout the life of their account.
Ensuring strict adherence to the Bank's internal procedures and regulatory standards.
Managing administrative tasks linked to client documentation, such as encoding, verification, and archiving.
Maintaining the accuracy, quality, and completeness of all customer file documentation.

Critères de candidature
Date de prise de fonction
01/10/2025
Niveau d'étude minimum
Bac + 2 / L2
Formation / Spécialisation
You have experience in administrative roles, ideally within KYC, or are eager to become an expert in the field.
You’re tech-savvy and comfortable working with IT systems.
You’re known for your attention to detail, efficiency, and reliability.
You possess strong communication and interpersonal skills, enabling you to collaborate effectively with both teammates and stakeholders.
You thrive in a team environment and are capable of adapting to the specificities of local markets.
You’re fluent in French or English , with a good command of Spanish and/or Italian being a plus .
Niveau d'expérience minimum
0 - 2 ans

Entreprise Indosuez Wealth Management
Le Groupe Indosuez Wealth Management est la marque mondiale de gestion de fortune du groupe Crédit Agricole, 10ème banque au monde par la taille des actifs (the banker 2022). Suite à l'acquisition de Degroof Petercam, banque belge de premier plan, le Groupe Indosuez Wealth Management intègre le Top 10 des acteurs du secteur de la gestion de fortune en Europe avec plus de 200 milliards d'euros d'actifs sous gestion.

Façonné par plus de 145 ans d'expérience, le Groupe Indosuez Wealth Management accompagne des grands clients privés, des familles, des entrepreneurs et des investisseurs professionnels du monde entier en leur proposant un continuum de services et d'offres intégrant Conseil & Financement, Solutions d'investissement, Fund servicing & Solutions technologiques et bancaires. Le Groupe Indosuez Wealth Management détient la société Azqore, filiale qui apporte une solution technologique complète et intégrée ainsi que des services d'opérations bancaires aux acteurs de la gestion de fortune. Distingué pour sa dimension à la fois humaine et résolument internationale, le Groupe Indosuez Wealth Management rassemble 4 500 collaborateurs dans 16 différents territoires en Europe, en Asie-Pacifique et au Moyen-Orient.

www.ca-indosuez.com

Candidate-se agora

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