Relationship Manager Assistant Trainee

BNP Paribas Wealth Management; Lisboa; Híbrido; EUR 12 000 - 18 000; Tempo integral

Resumo da oferta

BNP Paribas Wealth Management Portugal is seeking a Front‑Support Trainee to assist Swiss Relationship Managers and clients with administrative tasks, RTO processing, and MyWealth E‑Banking queries while upholding compliance and client satisfaction.

The role involves loan processing, KYC data handling, payments, account actions, and producing statements, in a hybrid work environment. Strong English and client‑focus are essential resources for success.

Qualificações

• Bachelor’s degree in Economics, Finance and Accounting, or related areas.
• Fluent in English.
• Strong client focus, reliable and service oriented.
• Manage multiple administrative parallel requests.
• Be agile and strive for improvement.

Responsabilidades

• Direct support the Swiss Front teams: process loan creation, renewals and related KYC data entry; verify and execute payments; manage account closures, transfers, and balance transactions.
• Acceptance and execution of RTO: accept orders, identify clients, input orders or trade by phone, request validation if needed, provide confirmations.
• Be the MyWealth Ebanking hotline and auxiliary tasks expert: handle the helpline and support mailbox, resolve issues, coordinate with specialist teams.
• Interact with Life Insurances and Brokers and respond to their requests; update KYC information and legal documents.
• Compliance and Risk: apply conduct and policies, flag non‑compliant transactions, report incidents, monitor controls.

Conhecimentos

English fluency

Formação académica

Bachelor’s degree in Economics/Finance/Accounting

Descrição da oferta de emprego

About the Job

As a Front‑Support Trainee you will be in the center of providing professional service to our Swiss Relationship Managers (RMs) in Switzerland and their clients. You will ensure flawless administrative and operational handling of client requests, accept and place market Reception and Transmission Orders (RTO) and support clients regarding MyWealth E‑Banking queries, while maintaining the highest standards of compliance, risk awareness and client satisfaction.

Your Main Activities Are

• Direct support the Swiss Front teams: Process loan creation, renewals and related Know Your Customer (KYC) data entry in the workflow system; verify and execute payments (signature checks, economic‑background validation, post‑execution controls); Manage account closures, securities‑in/out transfers, and account balance transactions; Store emails and attachments across the designated platforms and produce electronic account and portfolio statements
• Acceptance and execution of RTO: Acceptance of RTO orders from clients and RMs; Perform identification of clients; Input orders in system or trade them over phone, request validation if size requires, perform post transaction execution checks and provide execution confirmation details to clients/RM
• Be the MyWealth Ebanking hotline and auxiliary tasks expert: Own the MyWealth Helpline and dedicated support mailbox – answer directly to clients and RMs requests, resolve issues, and coordinate with specialist teams; Handle the FMS fraud‑activity tool; Contribute to MyWealth project initiatives and system tests
• Manage Insurance & Broker technical accounts roots: Interact with Life Insurances and Brokers and respond to their requests; Manage the account life cycle of Technical Account Life Insurance (TALI) accounts; Update KYC information and legal documents
• Compliance and Risk: Apply the Bank’s Code of Conduct, policies and procedures in every interaction; Identify, flag and elevate unusual or potentially non‑compliant transactions to your supervisor; In case of incident, implement correction measures and dully report it; Ensure and support the monitoring of controls, implement correction measures and apply improvement suggestions
• Operational Excellence and Teamwork: Provide backup and knowledge‑sharing to your fellow Relationship Manager Assistant team members; Keep a close relationship with your internal clients: RMs and Assistants in Switzerland; Prioritize and manage multiple requests simultaneously while maintaining accuracy and meeting Key Performance Indicators (KIPs); Contribute ideas for process optimization and support the implementation of corrective actions

Profile And Skills To Success

• Bachelor’s degree in Economics, Finance and Accounting, or related areas
• Fluent in English
• Strong client focus, reliable and service oriented
• Manage multiple administrative parallel requests
• Show strong commitment, respond timely and work accurately
• Be agile and strive for improvement
• Client‑Centric Mindset
• Analytical Rigor
• Collaborative Spirit
• Risk‑Aware Attitude
• Continuous Learner

Why joining BNP Paribas?

BNP Paribas, The European Leader In Banking And Financial Services In Europe, Operates In 64 Countries And Has Nearly 180,000 Employees. The Group Is Structured Around Three Operating Divisions. Its Business Lines Cooperate Closely, As Part Of Our Integrated Model, To Meet The Needs Of All Our Clients In a Coordinated Manner.

• Corporate & Institutional Banking (CIB), connects corporate clients needing financing and institutional clients looking for investment opportunities;
• Commercial, Personal Banking & Services (CPBS), brings together all the Group’s commercial & personal banking and several specialised businesses;
• Investment & Protection Services (IPS), combines a unique continuum of products and services across protection, saving, investment and real‑estate.

Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centres providing value-added services to various countries where the BNP Paribas Group also operates.

Diversity and Inclusion Commitment

BNP Paribas´ Ambition Is To Cultivate An Open And Responsive Environment For All That Encourages Collaboration And Interaction. We Demonstrate Our Commitment By Actively Contributing To The Group’s Diversity And Inclusion Strategy And Goals, In Line With The United Nations Sustainable Development Goals. As Part Of Our Local Corporate And Social Responsibility - Diversity & Inclusion Strategy, BNP Paribas Portugal Is Committed To

• Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees;
• Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employee’s participation, creating space for different voices to be heard.

To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.

Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices.

Commitment towards work/life balance

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees’ wellbeing and promote a culture of good integration between work and personal life.

To find out more on why you should join BNP Paribas please read our Employee Value Proposition and our Career path page.

• Please note that only applications submitted in English will be considered.
• In case you are selected for this role, further documentation will be requested to support your hiring process.