Junior Client Relationship Officer | CSG

Natixis in Portugal; Porto; Hybrid; EUR 24,000 - 34,000; Full time

Benefits offered by this job

Green Transportation Budget

Electric bikes

Flexible Hybrid Work Policy

Honolulu Wellness Club

Prayer Room

Lactation Room

Themed Villages that inspire Creativit

Job summary

Natixis in Portugal is seeking a Junior Client Relationship Officer to join the CSG. You will act as the key reference point for the ESG components of KYC files, supporting onboarding, periodic reviews, and event-driven reviews.

The role emphasizes validating ESG questionnaires, coordinating with ESG Risk teams, and guiding Front Officers through the ESG journey. A Bachelor's or Master's degree and fluent English are required; a hybrid work policy is offered.

Qualifications

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

Responsibilities

• Assess ESG questionnaire eligibility during onboarding, periodic, and event-driven reviews.
• Validate ESG questionnaire sections and ensure data quality from the AI-assisted process.
• Monitor the ESG workflow in the KYC tool and perform first-level data checks.
• Escalate to ESG Risk and assist Front Officers as the first contact.

Skills

English proficiency

Interpersonal skills

Analytical capacity

Education

Bachelor's or Master's degree

Job description

Junior Client Relationship Officer | CSG

• Full-time

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 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.

Natixis in 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.

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.

Benefits

• Green Transportation Budget
• Electric bikes
• Flexible Hybrid Work Policy
• Honolulu Wellness Club
• Prayer Room
• Lactation Room
• Themed Villages that inspire creativity and collaboration