Client Data Periodical Review Manager - Indosuez - Lisbon

Lisboa
40.000-65.000 € por ano
Permanente
Horário completo

Há 15 horas
Aplicar facilmente

Join a dynamic team and take part in a strategic mission where customer experience, rigour and team management are at the heart of your responsibilities. As manager of the Client Data Periodical Review team and process, you report indicators on your activities to your functional manager based in Luxemburg.Your daily tasks:

Supervise the Client Data teams based in Portugal in charge of the Periodical Reviews.
Organize and prioritize business flows and ensure an optimal distribution of files in the Client Data Support Officer team of around ten employees.
Be a reference expert on periodic reviews: You support your team by bringing your expertise to ensure a flawless customer experience.
Ensuring data quality: you ensure that customer data in the reference databases remains consistent, accurate, and homogeneous in the long term
Represent the team: You are the key contact person on Client Data Periodical review within the group for the area under your responsibility.
Train and support your employees: You ensure the development of the skills of the Client Data team and the updating of the procedures of your activities.

Join a Wealth Management FirmTake part in strategic projects in Wealth Management AreaA successful KYC Manager should have:

Solid experience in KYC operations within the financial services industry.
Strong knowledge of banking and financial services regulations.
Proven ability to manage and lead a team effectively.
Excellent analytical skills and attention to detail.
Proficiency in using compliance and risk management tools.
Strong communication and interpersonal skills.
Fluency in English; additional languages are a plus.

Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole Group, one of the world's largest banking institutions.The expertise and experience of bankers based in the country, who bring their perfect knowledge of the local environment, is enriched by those of our various experts on an international scale. The depth of this expertise and the privileged access to the skills of the business lines of our Group, Crédit Agricole, are the distinctive assets of our presence in the country.Our Portuguese office is a branch of CA Indosuez Wealth (Europe), the European hub (outside France) for the Group's wealth management activities based in Luxembourg.

Competitive annual salary
Meal and health allowance as part of the benefits package.
Permanent contract within a reputable financial services company in Lisbon.
Opportunities to work in a structured and professional banking environment.
Exposure to regulatory and compliance frameworks in the industry

🎯 About the recruitment process?

As Talent Acquisition Partner, I will contact you for a first catch-up through video interview
If we both decide to move forward in the process, you will have a in-person interview with the Managers
If the technical interview is successful, you will meet the manager
Final interview with our HRBP
You will also complete a test to assess your key motivation

Michael Page