Client Data Periodical Review Manager - French Speaker M/F

Descompagnons Trabalho Temporário Lda; Lisboa; Híbrido; EUR 40 000 - 60 000; Tempo integral

Resumo da oferta

A leading wealth management firm in Lisbon is seeking a Client Data Review Manager to supervise teams handling client data and ensure data quality. The ideal candidate has a minimum of 3 years of KYC/AML experience and strong team management skills. This role offers a hybrid work model with generous benefits including health contributions, annual leave, and ongoing training.

Serviços

25 days of annual leave

Generous healthcare contribution

Attractive pension plan

14-month salary structure

Meal card (€11.60/day)

Annual performance bonus

Hybrid work model

Qualificações

• Minimum 3 years of experience in KYC/AML, ideally in Private Banking.
• Successful experience in team or operational management required.
• Ability to collaborate across departments.
• Fluency in French and English, with knowledge of Spanish/Italian preferred.

Responsabilidades

• Supervise teams handling Client Data Periodical Reviews.
• Organize and prioritize business flows within the team.
• Ensure consistent quality of customer data in databases.
• Support and train team members for continuous improvement.

Conhecimentos

KYC/AML Experience

Team Management

Organizational Skills

Proactive and Initiative

Fluent in French and English

Good command of Spanish and/or Italian

Descrição da oferta de emprego

Join a dynamic team and take part in a strategic mission where customer experience, rigour and team management are at the heart of your responsibilities. As manager of the Client Data Periodical Review team and process, you report indicators on your activities to your functional manager based in Luxemburg.

More in details, your mission will be:

• Supervise the Client Data teams based in Portugal in charge of the Periodical Reviews.
• Organize and prioritize business flows and ensure an optimal distribution of files in the Client Data Support Officer team of around ten employees.
• Be a reference expert on periodic reviews: You support your team by bringing your expertise to ensure a flawless customer experience.
• Ensuring data quality: you ensure that customer data in the reference databases remains consistent, accurate, and homogeneous in the long term
• Represent the team: You are the key contact person on Client Data Periodical review within the group for the area under your responsibility.
• Train and support your employees: You ensure the development of the skills of the Client Data team and the updating of the procedures of your activities.

Experience:

• You have at least 3 years of experience in KYC/AML, ideally in a Private Banking.
• You already have a first successful experience in team management or operational management.
• You are comfortable working across departments and collaborate effectively with Front Office, Compliance, etc. . .
• You are customer oriented and have a strong organisational capacity to achieve your goals.
• You know how to anticipate, take initiatives and be proactive in optimising processes and tools.
• You are pragmatic and able to find solutions to problems that arise.
• Excellent team spirit and recognised relational qualities.
• A proactive and structured approach to ensure a high level of service.
• An ability to support change and engage your employees in a dynamic of continuous improvement.
• You are fluent in French and English and have a good command of one of the following languages: Spanish and/or Italian

Benefits :

• 25 days of annual leave for a healthy
  - life balance.
• Generous healthcare contribution and attractive pension plan
• 14-month salary structure (12 months + vacation + Christmas allowance).
• Meal card (Pluxee – €11. 60/day).
• Annual performance bonus.
• Hybrid work model – up to 2 days/week from home.
• Permanent contract in a stable and professional environment.
• Ongoing training and career development within Azqore and the Crédit Agricole Group.

About Indosuez:

The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022).

Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector in Europe, managing more than 200 billion euros in assets.

Shaped by over 145 years of experience, the Indosuez Wealth Management Group supports large private clients, families, entrepreneurs and professional investors around the world by proposing them a continuum of services and offers integrating Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions.

The Indosuez Wealth Management Group owns the majority of Azqore, a company providing a complete and integrated technological solution as well as banking operations services to wealth management players.

The Indosuez Wealth Management Group stand out for its dimension both human and international, with 4500 employees working in 16 different territories of the world: Europe, Asia Pacific, Middle East and North America.