Client Data Support Officer - French Speaker H/F

Indosuez Wealth Management; Lisboa; Híbrido; EUR 18 000 - 28 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

25 days of annual leave

Healthcare contribution

Pension plan

14-month salary structure

Meal card (Pluxee) €11.60/day

Annual performance bonus

Hybrid work model

Permanent contract

Ongoing training

Career development

Resumo da oferta

Indosuez Wealth Management is hiring for a KYC Administration role focused on maintaining the client data and ensuring compliance across onboarding and periodic reviews. You will validate documents, input data, and manage file administration while aligning with bank standards.

The role requires attention to detail, strong communication, and teamwork, with a hybrid work arrangement (up to 2 days at home) and ongoing training within Azqore/Crédit Agricole Group.

Qualificações

• Experience in administrative roles, ideally within KYC or eager to become an expert.
• Tech-savvy and comfortable working with IT systems.
• Strong communication and interpersonal skills enabling collaboration with teammates and stakeholders.

Responsabilidades

• Reviewing and validating client-provided documents and inputting information into the bank's systems.
• Keeping client files up-to-date and compliant throughout the account lifecycle.
• Adhering to internal procedures and regulatory standards.

Conhecimentos

Attention to detail

Strong communication

Team collaboration

Tech-savvy / IT systems

Descrição da oferta de emprego

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.

Experience

• 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 and English
• 25 days of annual leave for a healthy work-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 within Azqore and the Crédit Agricole Group.
• 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.