Junior Client Relationship Officer

Tech Sales Jobs; Porto; Hybrid; EUR 24,000 - 30,000; Full time

Benefits offered by this job

Hybrid work policy

Wellbeing programs

Green transportation budget

Job summary

Natixis in Portugal is seeking a Junior Client Relationship Officer to join its CSG department in Porto. You will act as the reference point for the analysis and validation of the ESG component of KYC files.

Reporting to the CSG team, you will assess eligibility of the ESG questionnaire, manage risks and coordinate with ESG Risk teams while performing first-level controls on data generated by AI. The role offers a hybrid work policy and English proficiency is mandatory.

Qualifications

• Bachelor's or Master's degree in a relevant area.
• Proficiency in English (mandatory).
• Soft skills include interpersonal, communication and analytical abilities.

Responsibilities

• Assess eligibility and processing the ESG questionnaire during Onboarding, Periodic and Event-Driven Reviews.
• Verify sector policies and document counterparty reputational risk levels.
• Monitor ESG Workflow (KYC tool) and perform first-level data quality controls.
• Collaborate with ESG Risk teams and act as first-level contact for Front Officers.

Skills

English proficiency

Interpersonal skills

Communication skills

Analytical capacity

Proactive mindset

Education

Bachelor's or Master's degree in a relevant area

Job description

Junior Client Relationship Officer | CSG

Location: Porto, Porto, pt

Company Description

Natixis in Portugal is a Centre of Expertise whose mission is to transform traditional banking by developing innovative solutions for the business, operations and work culture of Groupe BPCE's worldwide.

As part of Groupe BPCE's international division, Natixis in Portugal designs and delivers solutions for its two core areas – Corporate & Investment Banking and Asset & Wealth Management – as well as transversal services that support all entities across the Group.

With more than 3,000 employees representing 46 nationalities, the teams work across Information Technology, Banking Support Activities, and Compliance, in an integrated, inclusive, and cross-functional way, supporting all business lines and platforms of the Group.

A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.

Job Description

Natixisin Portugal is currently seeking a Junior Client Relationship Officer to join its CSG (Client Support Group) department.

Reporting to the CSG team, you will act as the key reference point for the analysis and validation of the ESG (Environmental, Social and Governance) component of KYC (Know Your Customer) files.

Main Responsibilities:

1. Assessing eligibility and processing the ESG questionnaire:

• Determine clients' eligibility for the ESG questionnaire during the various stages of the client relationship: Onboarding (new clients), Periodic Reviews, and Event-Driven Reviews.
• Complete and validate the ESG questionnaire sections assigned to CSG.

2. Managing risks and restrictions:

• Verify the sector policies and restrictions applicable to the client.
• Retrieve and document the counterparty’s reputational risk level in accordance with Natixis' internal policies.

3. Running and monitoring the ESG Workflow (KYC tool):

• Ensure the operational follow-up of the process workflow, which is partially automated via the KYC tool's AI.
• Perform the required manual actions and conduct first-level controls on the consistency and accuracy of the data generated by the AI.

4. Managing escalations and coordination:

• Collaborate closely with the ESG Risk teams in the event of an escalation.
• Act as the first-level contact for Front Officers regarding any questions related to the ESG journey of their files.

Qualifications

Hard Skills:

• Bachelor's or Master's degree in a relevant area.
• Proficiency in English (mandatory).

Soft Skills:

• Good interpersonal skills andproactive mindset.
• Great communication skills and analytical capacity.

Wewill only considerCVsin English.

Additional Information

Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.