Client Officer Trainee

Bison Bank; Lisboa; On-site; EUR 11,160 - 16,740; Full time

Job summary

A financial institution in Lisbon is seeking a motivated junior professional to join their team. The role includes assisting with the account opening process and collaborating with customer service support. Candidates should hold a degree in Business Management, Finance, or Economics and possess strong analytical, communication, and teamwork skills. This full-time position offers a comprehensive training program and mentorship to help build a successful career in finance.

Qualifications

• Degree in Business Management, Finance, or Economics is a plus.
• Professional interest in banking area and account opening processes.
• Strong motivation for learning and professional development.
• Analytical and problem-solving skills are essential.
• Sense of precision, organization, and responsibility is crucial.
• Fluency in English (written and spoken) required.

Responsibilities

• Assist with the account opening process.
• Collaborate with the Customer Service Support team.
• Contribute to process-related tasks.
• Support the team in other relevant matters.

Skills

Analytical skills

Communication capabilities

Teamwork spirit

Learning motivation

Precision and organization

Education

Degree in Business Management, Finance, or Economics

Tools

Microsoft Office Suite (Word, Excel, PowerPoint)

Job description

We are seeking a motivated junior professional eager to embark on a comprehensive training program, gain practical experience across various aspects of account opening, and receive mentorship to build a successful career in the financial industry.

Location: Lisbon, Portugal

Key Responsibilities

• Assist with the account opening process
• Collaborate with the Customer Service Support team
• Contribute to process-related tasks
• Support the team in other relevant matters

Academic Background & Skills

• A degree in Business Management, Finance, Economics is a plus
• Professional interest in banking area, Account Opening Processes, and processual tasks
• Strong motivation for learning and professional development
• Analytical and problem‑solving skills
• Sense of precision, organization, responsibility, and autonomy
• Communication capabilities and teamwork spirit
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Fluence in English (Written and Spoken)

Additional Information

• Seniority level: Internship
• Employment type: Full‑time
• Job function: Finance, Business Development, and Consulting
• Industries: Investment Banking, Financial Services, and Investment Advice