International Client Operations Manager

Corum Asset Management

Lisboa

Presencial

EUR 55 000 - 75 000

Tempo integral

14 dias+

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Envia um currículo específico para a oferta em poucos minutos.

Vantagens oferecidas por esta oferta de emprego

Remote work up to 2 days a week

Professional development opportunities

Entrepreneurial environment

Resumo da oferta

Corum Asset Management in Lisbon seeks an International Client Operations Manager to oversee subscription processes with rigorous regulatory compliance and client satisfaction. You will collaborate with internal teams and external partners to optimize workflows in a truly international environment, requiring fluency in English and Portuguese.

The role is hands-on, cross-functional and central to our cross-border financial services, including banks, brokers and notaries.

Qualificações

Master's degree (Bac+5) in Banking, Finance, Insurance, or a related field
Initial professional experience in Middle Office or Back Office operations in financial services
Knowledge of the financial sector and/or real estate investment funds is a strong asset

Responsabilidades

Perform first-level checks and validate subscription files from Portuguese and Dutch clients, ensuring consistency of information and regulatory compliance
Carry out bank reconciliations for subscription payments
Conduct regular checks on subscription flows in collaboration with the IT team
Act as the point of contact for partners regarding subscription follow-up and file completeness
Serve as the main contact for notaries in handling client share transfer requests
Manage the setup and release of bank guarantees on client contracts
Validate requests for setting up options within client contracts
Verify client identity for changes
Handle contract lifecycle management: amendments, withdrawals, and data updates

Conhecimentos

Attention to detail

Organisational skills

Autonomy

Interpersonal skills

Proactive mindset

Customer service

Microsoft Office

AI tools knowledge

Formação académica

Master's degree in Banking/Finance

Ferramentas

Microsoft Office

Back-office tools

Descrição da oferta de emprego

About the role

We are looking for an International Client Operations Manager to join our team in Lisbon, Portugal.In this role, you will ensure rigorous and efficient administrative oversight of subscription processes while guaranteeing regulatory compliance and client satisfaction. You will collaborate closely with internal teams and external partners to optimize processes and enhance operational efficiency - within a truly international environment where the ability to operate confidently in English and Portuguese is essential. This is a hands-on, multi-faceted position at the heart of a fast-growing, cross-border financial services company. You will work closely with commercial, compliance, legal, IT, and finance teams to deliver an outstanding experience to our international clients and partners.

Who are we?

We are a European company with over 270 professionals dedicated to our clients. We provide innovative and high-performing investment solutions across Europe. The company is recognized for its development success and its sense of innovation, our company is exclusively owned by its managers. Nearly 152,000 clients trust us with their savings, totaling over 9.6 billion euros. With offices in Paris, London, Dublin, Amsterdam, Singapore, Lisbon and Vienna, our head office is based in Paris.

Your missions

Administrative Oversight

Perform first-level checks and validate subscription files from Portuguese and Dutch clients, ensuring consistency of information and compliance with regulations (client profile vs. subscribed product, AML/CFT source of funds, subscriber identity, etc.)
Carry out bank reconciliations for subscription payments (transfers, cheques)
Conduct regular checks on subscription flows in collaboration with the IT team
Act as the point of contact for partners (financial advisors, banks, brokers) regarding subscription follow-up and ensure file completeness
Serve as the main contact for notaries in handling client share transfer requests (account statements, donations, inheritances, private sales, divorces, etc.)
Manage the setup and release of bank guarantees on client contracts (pledges, releases)
Validate requests for setting up options within client contracts (scheduled payments, dividend reinvestments)
Verify client identity for requests involving substantial information changes
Handle contract lifecycle management: amendments, withdrawals, and client data updates

Monthly Key Activities

Prepare monthly closing: ensure all ongoing activities are complete and up to date
Organise bi-monthly debit and payment sessions
Manage and coordinate annual income tax declaration campaigns for international clients (Portugal, the Netherlands, Austria)
Produce accurate and timely reporting for clients and business partners

Compliance & Regulatory Affairs

Ensure all operations comply with applicable regulations in a highly regulated, multi-jurisdictional environment
Maintain up-to-date knowledge of regulatory requirements across key international markets
Contribute to AML/KYC processes and ongoing client due diligence

Internal Efficiency & Process Improvement

Manage and develop relationships with various service providers (back-office, financing institutions)
Proactively suggest improvements to internal processes, particularly in communicating business needs to IT teams and optimizing the daily use of management tools
Implement and/or replicate necessary administrative processes when launching new products
Report issues to IT teams and monitor their resolution
Anticipate operational needs and contribute to the broader International Operations strategy
Identify and propose opportunities to leverage technology and AI tools to enhance efficiency

Qualification and experience

Education & Experience

Master's degree (Bac+5) in Banking, Finance, Insurance, or a related field
Initial professional experience in Middle Office or Back Office operations in financial services
Knowledge of the financial sector and/or real estate investment funds is a strong asset

Skills & Personal Qualities

Strong attention to detail and accuracy
Excellent organisational skills and ability to manage multiple priorities simultaneously
High level of autonomy and proactive mindset
Dynamic, team-oriented, with strong interpersonal skills
Customer and partner service-oriented approach
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); knowledge of industry-specific back-office tools is a plus
Interest in or knowledge of AI tools applied to operational workflows is a plus

Languages