Wealth Management Funds Execution Team Leader

BNP Paribas Wealth Management; Lisboa; Presencial; EUR 50 000 - 70 000; Tempo integral

Resumo da oferta

BNP Paribas Wealth Management is looking for an experienced professional to join their Funds Execution Team in Lisbon. The role involves supervising order executions, managing team processes and KPIs, and ensuring effective communication with all stakeholders. Applicants should have a Bachelor's degree in Business Management or Economics, 5-7 years in Banking Operations, and proficiency in Microsoft Office. Fluency in English is also required, alongside excellent communication and organizational skills.

Qualificações

• 5 to 7 years of experience in Banking and Financial Operations.
• Proficient in Microsoft Office Pack (Access, Excel).
• Fluent in English.

Responsabilidades

• Supervise the complete operational processes for orders execution.
• Participate in funds execution cut offs.
• Produce monthly reports on Key Performance Indicators (KPIs).
• Manage team recruitment, evaluation, and training.
• Ensure clear communication with all stakeholders.

Conhecimentos

Decision Making

Communication skills

Organisational skills

Client focused

Creativity and Innovation/Problem solving

Formação académica

Bachelor’s degree in Business Management or Economics, Finance and Accounting

Ferramentas

Microsoft Office Pack (Access, Excel)

Descrição da oferta de emprego

About The Job

The Funds Execution Team ensures the execution of all orders on investment funds, in the Wealth Management (WM) business line. At the heart of the Operations HUB, it provides its expertise to numerous WM sites. The team delivers a tailor‑made experience, with outstanding attention to detail to all WM clients.

Your Main Activities Are

• Supervise the complete operational processes (all the orders execution), while maintaining and adapting the monitoring system
• Strong follow up and participation to funds execution cut offs
• Implement the right controls to secure the output, improve the process permanently and ensure that team procedures are updated and validated
• Produce monthly reports on second level controls (Key Performance Indicators (KPI's), Key Success Parameter (KSP) and Service Reviews)
• Team management, recruitment, evaluation, training plan and employee evolution, ensuring the expertise and the team polyvalence
• Reports and informs the management regularly
• Represent Fund Execution, in projects, initiatives and regulatory subjects
• Reactivity and proactivity, when there is an operational issue
• Ensure a clear communication (both‑way) between Funds Execution Team and all the different stakeholders (clients, Relationship Managers (RM's), Middle‑Office, other Back‑Office Teams, custodians)

Profile And Skills To Success

• Bachelor’s degree in Business Management or Economics, Finance and Accounting
• From 5 to 7 years of experience in Banking and Financial Operations
• Proficient in Microsoft Office Pack (Access, Excel)
• Fluent in English
• Ability to inspire others & generate people's commitment
• Decision Making
• Communication skills
• Organisational skills
• Client focused
• Creativity and Innovation/Problem solving

Please note that only applications submitted in English will be considered.