Wealth Management International Markets Relationship Manager Assistant
Wealth Management International Markets Relationship Manager Assistant
Reference12352918
- Permanent
- PT-Lisboa
- DEVELOPPEMENT COMMERCIAL
About the job
- Support Associate RM Assistants and Client Service Officer Assistants, together Relationship Manager Assistant (RMA), based in one of the WM International Markets in the administrative management of client relationships and portfolios
- Accept market orders for RTO client directly from clients
- Be conscious of the direct and immediate client impact your service provided has, show strong commitment, respond timely and work accurately
- Providing back-up to other Front Support Team Members
Your Main Activities Are
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Support the team in the daily activities of Administrative Assistance for front employees, amongst others
- Enter loan and loan renewals into the workflow completing the main loan characteristics and KYC data
- Preparation and execution of payments: check completeness of instructions, perform signature checks, control the existence of economic background information, execute transaction and perform post execution control.
- Handling of account closures
- Manage IN- and OUT Flow of securities transfers
- Execution of account balance transactions
- Storage of mails and attachments in different systems
- Create electronic account and portfolio statements
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Manage technical accounts roots
- Update certain Know Your Customer (KYC) and Know Your Transaction (KYT) information in the system, as well as legal documents
- Preparation of documents for internal use or for client’s use: account/client openings, reviews, administrative renewals
- Preparation and dispatch of legal and administrative documentation
- Management of expense reports
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Acceptance and execution of Reception and Transmission of Orders, RTO
- Acceptance of RTO orders
- Perform identification of client
- Input order in system, let it validate and perform post transaction execution check
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Act responsible, follow the Code of Conduct and allow risk monitoring:
- Respect and implement the rules and procedures of the Bank
- Identify the inherent risks concerning your activity (compliance, administration and credit)
- Ensure and support the monitoring of controls, implement correction measures and apply improvement suggestions
- Notify unusual transactions / transaction raising questions to your supervisor
Profile and Skills to Success
- Bachelor Degree in Economics, Finance or Accounting
- At least 2 years of Experience in a similar function
- Administrative Experience
- Knowledge of Banking Transactions
- Fluent in English
- Strong client focus, reliable and service oriented
- Manage multiple administrative requests parallel
- Show strong commitment, respond timely and work accurately
- Be agile
#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.