Rejoignez BNP Paribas Cardif, l’Assureur pour un Monde qui change.
Chez BNP Paribas Cardif, nous ne sommes pas seulement un fournisseur d’assurances ; nous sommes des pionniers qui façonnent l’avenir de l’industrie. En tant que leader mondial sur le marché de l’assurance, avec une présence significative dans l’assurance d’épargne et de la protection dans plus de 30 pays à travers le monde, nous nous engageons dans l’innovation et l’excellence.
Au sein de notre Centre de Services Européen – Cardif Support, basé à Porto et Lisbonne, au Portugal, nous formons un centre dynamique de plus de 600 professionnels multiculturels parlant 6 langues.
Notre objectif ? Offrir un service d’excellence, de fiabilité et d’efficacité à nos clients, internes et externes, en proposant des processus et services diversifiés alignés sur les meilleures pratiques de l’industrie de l’assurance.
Prêt(e) à démarrer un nouveau chapitre professionnel avec nous ?
Devenez notre nouvel Agent Back Office pour le marché français (M/F/X) basé à Lisbonne
FAITES PARTIE DE NOTRE ÉQUIPE DYNAMIQUE
Rejoignez-nous et intégrez le groupe BNP Paribas Cardif au Portugal !
Vous avez envie de vous lancer dans une nouvelle aventure ?
Vous avez frappé à la bonne porte, nous recherchons des personnes qui souhaitent relever des défis et qui veulent se surpasser.
VOTRE FUTURE MISSION AU SEIN DE CARDIF SERIVES
En rejoignant les équipoes Operations France vous serez en charge de toutes les tàches Back Office
- intégrer un environnement de travail agréable et collaboratif
- intégrer un poste stable dans une entreprise à notoriété établie dans le secteur de l’assurance
Grâce à l´offre de formation complète dont vous bénéficierez, vous aurez une expertise Métier.
PRÊT(E) À FAIRE LA DIFFÉRENCE ? VOICI CE QUE NOUS RECHERCHONS :
Vous êtes un bon communiquant, rigoureux, organisé, curieux et doté d’excellentes qualités analytiques et rédactionnelles, détenteur au minimum d´un diplôme niveau Baccalauréat (ou équivalent), avec une bonne maîtrise de la langue française orale et écrite et un sens aigu de la qualité du service au Client.
Pourquoi nous rejoindre ?/ QUELS AVANTAGES POUR VOUS ?
En plus d’un salaire attractif, voici tout ce que nous vous offrons :
- Bénéfices Généreux: Profitez d’allocations pour les repas, le transport dans le cadre de notre package complet d’avantages.
- Couverture Complète: Soyez rassuré avec notre excellent package d’assurance (santé, vie et voyage), applicable à votre conjoint et enfant(s)
- Flexibilité Redéfinie: Adoptez notre modèle de travail hybride pour un équilibre parfait entre engagement et flexibilité personnelle.
- Croissance Professionnelle Infinie: Nourrissez vos aspirations professionnelles avec des opportunités de développement continu à l’échelle locale et mondiale.
- Environnement de Travail Dynamique: Plongez dans nos installations modernes, incluant des salles zen, des cours de langue gratuits et divers événements d’entreprise.
- Culture de Bien-être: Faites partie d’un environnement multiculturel qui priorise le bien-être des employés et la croissance professionnelle.
LA DIVERSITÉ ET L’INCLUSION SONT IMPORTANTES POUR NOUS !
BNP Paribas Cardif est un employeur garantissant l’égalité des chances et fier de fournir des opportunités d’emploi égales à tous les candidats. Nous nous engageons activement à garantir qu’aucun individu ne soit discriminé en raison de son âge, de son handicap, de sa réassignation de genre, de son statut matrimonial ou de partenariat civil, de sa grossesse et maternité/paternité, de sa race, de sa religion ou de ses croyances, de son sexe ou de son orientation sexuelle. L’équité et la diversité sont au cœur de notre politique de recrutement, car nous croyons qu’elles favorisent la créativité et l’efficacité, qui à leur tour augmentent les performances et la productivité. Nous nous efforçons de refléter la société dans laquelle nous vivons, tout en restant fidèles à l’image de nos clients.
AVEZ-VOUS CE QU’IL FAUT ?
Si vous êtes prêt à façonner l’avenir de l’assurance et que votre profil correspond à notre vision, envoyez-nous votre candidature avec CV, lettre de motivation et certificat d’études. Nous avons hâte de vous accueillir dans notre équipe !
Note : Seules les candidatures complètes avec tous les documents requis seront prises en considération.
Rejoignez BNP Paribas Cardif, l’Assureur pour un Monde qui change.
Chez BNP Paribas Cardif, nous ne sommes pas seulement un fournisseur d’assurances ; nous sommes des pionniers qui façonnent l’avenir de l’industrie. En tant que leader mondial sur le marché de l’assurance, avec une présence significative dans l’assurance d’épargne et de la protection dans plus de 30 pays à travers le monde, nous nous engageons dans l’innovation et l’excellence.
Au sein de notre Centre de Services Européen – Cardif Support, basé à Porto et Lisbonne, au Portugal, nous formons un centre dynamique de plus de 600 professionnels multiculturels parlant 6 langues.
Notre objectif ? Offrir un service d’excellence, de fiabilité et d’efficacité à nos clients, internes et externes, en proposant des processus et services diversifiés alignés sur les meilleures pratiques de l’industrie de l’assurance.
Prêt(e) à démarrer un nouveau chapitre professionnel avec nous ?
Devenez notre nouvel Conseiller en Service Client (M/F/X) basé à Porto
FAITES PARTIE DE NOTRE ÉQUIPE DYNAMIQUE DU CRC/PRC
Nous sommes 50 Conseillers clientèle avec 4 Team Leader et un Manager divisés en deux périmètres:
- Prévoyance, où nous traitons plusieurs produits d’assurance. Le but de ces assurances est de couvrir le client en cas d’aléas de la vie. Nous n’assurons pas de biens, seulement des personnes (assurance de prêt et assurance individuelle)
- Épargne, en relation avec les assurances Vie BNP Paribas
Nous excellons dans notre métier directement depuis Porto et ce, depuis 2017 !
Nos Objectifs : Dans les deux métiers, notre Centre de Relation apporte l’expertise et l’approche empathique qui sont une valeur ajoutée essentielle dans un moment clé de la vie de nos Clients !
Nous fournissons un service après-vente qualitatif, principalement par téléphone mais aussi par e-mail, répondant aux doutes des clients et des partenaires bancaires sur nos produits et leurs contrats, les guidant dans la gestion de leurs contrats et les paiements associés, tout en travaillant en étroite collaboration avec les équipes de gestion. De cette façon, nous contribuons fortement à un processus fluide et satisfaisant de bout en bout pour atteindre notre objectif final et commun : la satisfaction de tous.
VOTRE FUTURE MISSION AU SEIN DE L’ÉQUIPE
· Garantir le traitement des appels entrants
· Répondre aux questions, demandes et besoins des Clients avec expertise ainsi qu’une approche professionnelle équilibrée mais aussi humaine et empathique ;
· Contribuer à améliorer la qualité de la relation avec le Client
· Contribuer à l’amélioration de la qualité du service rendu au Client
· Contribuer à l’amélioration continue de l’efficacité des processus internes
PRÊT(E) À FAIRE LA DIFFÉRENCE ? VOICI CE QUE NOUS RECHERCHONS
· Un niveau de Français courant/natif
· Une connaissance de la structure de l’entretien téléphonique et des techniques de relation client
· Une connaissance du marché de l’assurance et des principaux acteurs, clients, activités (si vous n’avez pas ces connaissances, ne vous inquiétez pas, vous apprendrez avec nous)
Pourquoi nous rejoindre ?/ QUELS AVANTAGES POUR VOUS ?
En plus d’un salaire attractif, voici tout ce que nous vous offrons:
- Bénéfices Généreux: Profitez d’allocations pour les repas, le transport dans le cadre de notre package complet d’avantages.
- Couverture Complète: Soyez rassuré avec notre excellent package d’assurance (santé, vie et voyage), applicable à votre conjoint et enfant(s)
- Flexibilité Redéfinie: Adoptez notre modèle de travail hybride pour un équilibre parfait entre engagement et flexibilité personnelle.
- Croissance Professionnelle Infinie: Nourrissez vos aspirations professionnelles avec des opportunités de développement continu à l’échelle locale et mondiale.
- Environnement de Travail Dynamique: Plongez dans nos installations modernes, incluant des salles zen, des cours de langue gratuits et divers événements d’entreprise.
- Culture de Bien-être: Faites partie d’un environnement multiculturel qui priorise le bien-être des employés et la croissance professionnelle.
LA DIVERSITÉ ET L’INCLUSION SONT IMPORTANTES POUR NOUS !
BNP Paribas Cardif est un employeur garantissant l’égalité des chances et fier de fournir des opportunités d’emploi égales à tous les candidats. Nous nous engageons activement à garantir qu’aucun individu ne soit discriminé en raison de son âge, de son handicap, de sa réassignation de genre, de son statut matrimonial ou de partenariat civil, de sa grossesse et maternité/paternité, de sa race, de sa religion ou de ses croyances, de son sexe ou de son orientation sexuelle. L’équité et la diversité sont au cœur de notre politique de recrutement, car nous croyons qu’elles favorisent la créativité et l’efficacité, qui à leur tour augmentent les performances et la productivité. Nous nous efforçons de refléter la société dans laquelle nous vivons, tout en restant fidèles à l’image de nos clients.
AVEZ-VOUS CE QU’IL FAUT ?
Si vous êtes prêt à façonner l’avenir de l’assurance et que votre profil correspond à notre vision, envoyez-nous votre candidature avec CV, lettre de motivation et certificat d’études. Nous avons hâte de vous accueillir dans notre équipe !
Note : Seules les candidatures complètes avec tous les documents requis seront prises en considération.
About the job
- The Credit Risk Monitoring Analyst monitors credit risk exposures to ensure the bank respects its risk appetite. The responsibilities include monitoring, analysis, decision making and constant discussion with all stakeholders
Your Main Activities Are
- In charge of producing analysis and reporting to management on credit risk, ensuring the consistency of the information on the agreed timelines, raising alert to management in any situation deemed sensitive; Progressively gain autonomy to deal with critical overdrafts and request support from senior colleagues to schedule and host meetings when required
- For the standard, recurrent cases ensure an efficient monitoring by assessing the risk and take a credit risk decision in a timely manner, being able to maintain client focus while respecting RISK guidelines
- With the guidance of senior members, gain autonomy to handle more complex requests. This might include specific portfolio analysis; stress test or leading crisis calls with the support of senior colleagues
- Progressively gain autonomy to contribute both to business and credit teams needs with analysis and suggestions regarding the calibration of limits adequate to the clients’ activity
- Monitor the data quality of the risk metrics in scope in the appropriate risk systems and collaborate to corrections when necessary; Work together with IT development and Business Analysts to ensure all system improvements continue to maintain the expected quality of risk metrics data
Profile and Skills to Success
- Bachelor’s Degree in Economics / Finance / Accounting / Business Management or related
- Up to 2 years of experience in Financial Analysis and Advisory / Risk and Controls / Banking and Financial Operations or similar
- Advanced level of English, both written and oral
- Knowledge in MS Office Excel
- Attention to detail / rigor
- Ability to collaborate / teamwork
- Analytical ability
- Critical thinking
- Decision making
#LI-Hybrid
Why joining BNP Paribas?
· Leading banking institution
BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.
· Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 8.700 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.
· International reach
Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:
- Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines;
- Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
- Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.
· Diversity and Inclusion commitment
BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.
· Commitment towards work/life balance
At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.
· 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 modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.
To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal
* 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.
Na prática, o teu dia-a-dia
O Responsável de equipa Accounts Reporting tem como principal missão coordenar a atividade respeitante à elaboração e submissão dos reportes mensais e trimestrais ao BdP, Autoridade Tributária e grupo BNPP. Assim como a gestão das operações contabilísticas, declarações fiscais, impostos e reportes ao Banco de Portugal e Central assegurando a fiabilidade da informação financeira produzida e garantindo a aplicação das normais legais e prudenciais.
Destacamos as seguintes responsabilidades:
- Coordena a elaboração das Demonstrações Financeiras;
- Monitoriza a realização dos reportes mensais e anuais para consolidação de contas do grupo BNPP;
- Coordena os fechos de contas mensais, trimestrais e anuais da entidade, realizando as operações de fecho do mês, garantindo os procedimentos inerentes de rotinas, validações, registos e análises;
- Coordena o preenchimento e cumprimento das declarações fiscais e legais dentro dos prazos estabelecidos (IRC, IES, IVA, Retenções, SAFT, DMIS, Dossier Fiscal, Relatório Preços de Transferência) e espoleta o processo de liquidação das mesmas;
- Acompanha as equipas de auditoria interna e externa;
- Gere os recursos humanos, animando as equipas para a prossecução dos objetivos, acompanhando, apoiando e desenvolvendo os colaboradores relativamente às competências necessárias ao exercício da função, propondo ações de formação, e assegurando a avaliação de desempenho;
- Monitoriza os processos executados ao nível do seu Pólo, acompanhando a sua execução e fiabilidade, bem como implementando melhorias nos processos existentes;
- Monitoriza os riscos de conformidade do seu Pólo, mantendo uma cartografia atualizada de todos os riscos afetos, quantificando os mesmos e propondo e implementando ações para os mitigar;
- Assegura a execução e implementação do dispositivo que permita a execução de controlos mitigadores dos riscos subjacentes às atividades do Pólo;
- Revê e valida as escrituras manuais, bem como os movimentos contabilísticos executados pelos elementos da equipa;
- Aprova a realização de pagamentos e cobranças, através dos poderes previstos na procuração bancária;
- Participa e coordena projetos transversais que envolvem as suas equipas, dando o seu contributo para novos desenvolvimentos;
- Responde a pedidos oriundos de clientes internos ou externos, parceiros assegurando o esclarecimento de matérias relacionadas com a atividade do seu Pólo;
- Verifica se as ferramentas informáticas utilizadas respondem às necessidades de informação contabilística, e assegura a realização de pedidos de desenvolvimento com vista a colmatar necessidades identificadas;
- Executa em coordenação com a equipa, planos de ação e/ou alterações com impactos nos processos contabilísticos.
A Missão é importante, mas a Equipa e o local de trabalho também!
- Bem-vindo à Direção Financeira, onde irás integrar o Departamento Contabilidade e Tesouraria.
- Estamos preparados para te acolher com um plano de integração inicial, com formação on the job, treino e networking.
És tu quem procuramos?
- Mestrado em Economia, Finanças e Contabilidade
- Pelo menos 10 anos de experiência em Contabilidade e Finanças e em Análise e Assessoria Financeira
- Sólidos conhecimentos em matéria fiscal, incluindo legislação fiscal
- Conhecimento em Contabilidade de Fundos e Serviços de Gestão de Ativos
- Proficiência em Ms Office Pack Microsoft Excel
- Fluência em Inglês
- Capacidade de inspirar os outros e gerar o compromisso das pessoas
- Capacidade analítica
- Capacidade de entrega/orientação para resultados
- Pensamento crítico
Por favor, envia o teu CV em formato PDF, colocando como designação “CV_Nome_Apelido”.
Aguardamos pela tua candidatura!
Os nossos compromissos
- O BNP Paribas Personal Finance caracteriza-se por proporcionar igualdade de oportunidades a todos os candidatos a emprego e, enquanto empresa socialmente responsável, incorpora nos seus valores e práticas os princípios da Diversidade e Inclusão.
- Para alcançarmos todos os nossos objetivos, pretendemos atrair, desenvolver e reter diferentes perfis, assumindo a diversidade como um fator potenciador e diferenciador de inovação, fundamental na nossa organização.
- Se quiseres saber mais sobre a nossa Organização, Valores e Projetos, por favor consulta esta página.
O que nos orgulha enquanto empregadores de referência
- Certificação Top Employer Portugal e Top Employer Europa, pelo oitavo ano consecutivo.
- 93% dos nossos colaboradores identifica o BNP Paribas como uma empresa com “uma gestão inclusiva que apoia todo o tipo de diferenças (idade, origens, orientação sexual, …)”.
- 94% dos colaboradores identifica-se e beneficia da política de “Smart Working”, sentindo-se confortável num ambiente de trabalho híbrido, e com as ferramentas digitais e espaços de trabalho disponibilizados.
- 72% dos nossos clientes são promotores da nossa marca.
About the job
- Within Finance & Strategy (F&S) function, Finance Implementation Projects (FIP) teams: Lead the end-to-end implementation of business and regulatory projects by responding to Business Line and Finance requirements; Contribute to transformation initiatives according to the Finance strategy; Implement and maintain a harmonized Finance operating model across BNP Paribas Group; Contribute to migration projects relying on the regional set up in Europe, Asia, and Americas; Collaborate with a FIP community worldwide, ensuring a consistent approach of the Finance projects across the geographies
Your Main Activities Are
- Propose and follow the allocation of the resources to deliver the projects in relation with the budget defined
- Monitor the budget and staffing ensuring the delivery of the projects
- Follow up on the status and the actuals
- Coordinate the relationship with team leaders in Lisbon and Paris and FIP Regions in order to follow the portfolio and capacity planning
- Collect, update and analyse the book of work of the team in order to report on the forecast and the landing of the projects
- Be the bridge between the team manager and the team leaders
- Monitor and coordinate the execution of the different generic controls
- Analyse and produce a synthesis of the results for the controls put in place, as well as monitor action plans with the team
- Propose an implementation plan for new controls and evolution of current ones.
- You will be very active in the preparation of the different presentations for quarterly meetings with our Senior Management Support (SMS) teams in order to report on the projects’ status and will participate to the management meetings
Profile and Skills to Success
- Master’s degree or Engineering school degree completed
- At least 5 years of professional experience in project activity as Project Management Officer (PMO) or Business manager
- Previous experience in banking sector or consulting
- Proficient knowledge of Office pack (Outlook, Word, Excel, Access, PowerPoint)
- Fluent in English, verbal and written
- Good communication skills
- Good organizational skills
- Resilience
- Ability to develop and leverage networks
- Ability to set up relevant performance indicators
About the Team
- FIP teams are composed by 5 teams: FIP Capital Market Products and FIP Banking Products are in charge to drive and deliver end-to-end business and regulatory projects by responding to Business Line and Finance requirements; FIP Standards defines standard guidance and methodology used during projects; FIP Regulatory coordinate regulatory evolutions, studying and defining standard solutions; FIP Change Management Office and Permanent Control is responsible for leading transformation on FIP Global (impacting Paris, Madrid, Lisbon, London and other networks in Asia‑Pacific region (APAC) and Americas region (AMERICAS))
- Your team FIP Change Management Office and Permanent Control is composed by a Manager, a Team Leader and 4 PMOs. This team is in charge to monitoring the activity (Budget, staffing, project status, Key Performance Indicators (KPI)), coordinated and implemented permanent controls, and lead transformation project for FIP global
#LI-Hybrid
Why joining BNP Paribas?
- Leading banking institution
Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe
- International reach
The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:
- Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients
- Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses heard
- Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
- Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group’s 10 business entities established in the country. Its presence also extends to 11 centres of expertise 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.
About the job
- Transversal role supporting the COO and Management Team of Consulting & Transformation, contributing to both strategic and operational initiatives across the business. The role provides exposure to Financial Management and Performance, Governance, Project Data Quality, Recruitment, Internal Communications, Team Engagement and other business management activities, offering a unique opportunity to gain a broad understanding of the Consulting & Transformation practice and work closely with senior stakeholders
Your Main Activities Are
- Perform quantitative and qualitative research and analysis to support ongoing projects and practices
- Create and take ownership of basic models and provide support to the development of complex business cases
- Prepare and participate in workshops and meetings using relevant techniques and providing insightful results
- Prepare, structure, and conduct project presentations to clients
- Develop client tailored solutions for previously structured problems
- Seek proactively to participate and help the team beyond the assigned duties
- Execute the tasks assigned respecting time schedule and deadlines
- Communicate and receive constructive feedback both in formal and informal ways
Profile and Skills to Success
- Bachelors Degree in Management, Economics, Finance, Engineering or related areas
- Knowledge in Project Management and Consulting
- Fluency in English
- Knowledge in Microsoft Excel and Powerpoint
- Active listener
- Problem Solver
- Analytical ability
- Knowledge in Consulting and Strategy
About the Team
- Consulting & Transformation (C&T) is part of the COO scope of BNP Paribas Portugal. Its goal is to advise BNP Paribas’ Management, participating in the framing, design and implementation of projects and operating models aimed at supporting global Functions & CIB Business lines, having both a global and local mandate
#LI-Hybrid #careerboost
Why joining BNP Paribas?
- Leading banking institution
Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe
- International reach
The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:
- Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients
- Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses heard
- Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
- Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group’s 10 business entities established in the country. Its presence also extends to 11 centres of expertise 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.
About the job
- The Account Life Cycle Officer main mission is to be one of the five Single Point of Contacts of the End to End Coordinator for Client On-boarding. Additionally, is the pivot between the involved teams in accounts opening, the client and the End to End Coordinator for Client On-boarding, such as new client, service extension, fund creation, offboarding, in some case third party AM, upon End to End Coordinator request. Also, perform the “business as usual”, which is additional account opening for an existing LCN and existing products, upon Client request
Your Main Activities Are
- Initiate the Life Cycle process for opening, modification and closure, while ensuring the identification of services required by the client and that will impact the accounts and the related tools. Verify the KYC requirements concerning the opening’s account and any blocking point could be coordinated with the SPOC in charge of KYC process. Prepares and updates as necessary a checklist to collect a detailed documentation with the client
- Manage the Life Cycle process for opening, modification and closure, by collecting the AOF (Account Opening Form) and ensuring it has been properly completed; completing the ASF (Account Setup form) and any specific forms potentially required by specific teams; launching the Account Management Process in the dedicated tool; follow-up the workflow to identify any risk of blocking point that could influence the respect of the SLA contract as signed with the client; coordinate the actions between the different teams to issue the workflow until its ended point; and collecting the confirmation of that the setups are correctly done, especially for sensitive settings
- Send to End to End Coordinator or client the confirmation of opening/modification of setup done and using all the process, either on boarding or BAU, take care to influence the progression in a positive way and reduce the negative impacts for all stakeholders, helping them to understand the aim and how to provide the best service. Additionally, compile the knowledge of the tools/products/the teams
Profile and Skills to Success
- Bachelor’s degree in Economics, Finance, Accounting or Law
- Up to 2 years of experience in Client Management or Banking and Financial Operations
- Fluency in English
- German is a plus
- Ability to collaborate with others and to develop and leverage networks
- Good communication skills (both oral and written)
- Client focused
- Attention to detail and analytical ability
- Resilience
- Skills in Office pack (namely Excel)
#LI-Hybrid
Why joining BNP Paribas?
· Leading banking institution
BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.
· Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 8.700 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.
· International reach
Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:
- Retail Banking, a division that brings together all the Group’s retail activities and specialised business lines;
- Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
- Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.
· Diversity and Inclusion commitment
BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.
· Commitment towards work/life balance
At BNP Paribas we care about our employees’ wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.
· 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 modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.
To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal
* 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
About the job
- The Know Your Client (KYC) Data Officer’s primary focus is to gather client data and documentation to construct a KYC file to support the due diligence assessment of prospective and existing clients
Your Main Activities Are
- Initiation and preparation of onboarding/recertification KYC process: understands the purpose of each client on-boarding or recertification request and explains BNP Paribas KYC process to the client
- Conduct initial checks against internal data / databases to determine KYC information held within the bank and required documents to constitute “Kick-off pack” to be shared with clients. Additionally, define the “onboarding/recertification specifications” including multi-site local requirements
- Liaise internally with relevant stakeholders for list of required KYC and Regulatory (Foreign Account Tax Compliance Act (FATCA), Automatic Exchange of Information (AEOI), Markets in Financial Instruments Directive (MIFID)) documents, determines required documents for KYC and performs gap analysis with existing documents
- Prepare list of required onboarding/recertification documents and constitute client “Kick-off pack”
- Collection of information and documents: interrogates internal/external sources and KYC utilities to obtain data and documents required by the relevant client segment policy and collects remaining documents from the clients
- Organise documents collected and extracts relevant data to support the KYC process. Also, ensure and validate that collected documents are consistent, valid and adequate with internal procedures/guidelines, while ensuring due diligence regarding local requirements for multi-site clients are properly performed. Review all tax and regulatory required documents (FATCA, AEOI, MIFID) when Regulatory control does not exist
- Enter or update systems with data related to Scoring Grid (for example, activity, source of funds), based on the documentary analysis performed
- Create waiver of document after review with Relationship Manager, if required. Also, escalates when necessary to other internal actors to deal with higher risk elements / situations
- Perform documents upload and data capture: ensures the completeness of the onboarding/recertification request in the systems and creates ownership structure and list related persons (Hierarchy Management)
- Update systems with corresponding data based on the documentary analysis performed
Profile and Skills to Success
- Bachelor’s Degree in Law, Economics, Finance or Accounting
- Up to 2 years of Experience in Legal or Banking and Financial Operations areas
- Knowledge in Compliance and KYC
- Proficiency in Compliance Vigilance tool
- Fluency in English and French
- Analytical ability
- Attention to detail
- Client focused
- Communication skills
#LI-Hybrid #careerboost
Why joining BNP Paribas?
- Leading banking institution
Leading player in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe
- International reach
The Group holds key positions in several areas of banking and financial services that are structured around three operating divisions:
- Corporate & Institutional Banking (CIB) connects companies needing financing and institutional clients looking for investment opportunities division that offers tailored financial solutions for corporate and institutional clients
- Commercial, Personal Banking & Services (CPBS) brings together all our commercial banks and several specialised businesses heard
- Investment & Protection Services (IPS) combines a unique continuum of products and services across protection, saving, investment and real estate including specialised businesses offering a wide range of savings, investment and protection services
- Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 9.220 employees, distributed across the Group’s 10 business entities established in the country. Its presence also extends to 11 centres of expertise 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.
About the job
- Since 2015, BNP Paribas Wealth Management has a competence centre in Lisbon Portugal International Markets Hub (PIMH) to manage activities for several locations (Switzerland, Luxemburg, Germany, Monaco) in order to: Booking the transactions on the portfolios of the clients; Booking the internal and external transfers on securities and funds
Your Main Activities Are
- Check and match the traded operations with the brokers confirmations
- Book the operations in our systems
- Send the settlements instructions to our different custodians
- Book the internal and external transfers on securities and funds, for all the sites
- Follow up the settlement of the transfers on the markets through our custodians’ network
- Liaise with the transfers team of Geneva
- Participate to the different securities migrations (sites and custodians)
- Participate to the permanent improvement of the processes with daily suggestions
- Communicate with other back-offices teams and other Wealth Management entities
Profile and Skills to Success
- Bachelor’s Degree in Economy, Finance and Management
- At least 3 years of Experience in Securities Back-Office activities
- Knowledge of Financial culture
- Fluency in English
- Interpersonal skills and team spirit
- Reactiveness, organisation skills and ability to manager priorities
- Sense of risks
- Client orientation
- Resistance to stress and orientation to dynamic environments
- Rigorous, autonomous and eager to learn attitude
#LI-Hybrid
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 centers 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.
About the job
- The main objective of the Quality and Risk Management team is to ensure that the quality of the Operations Department’s production is monitored, including activities under service, contracts with BNP Paribas entities (sites). It also supports the development of Wealth Management (WM) and product offerings
- As such, your mission will consist in carrying out various cross-functional controls and analyses and producing quantitative and qualitative reports
- Finally, you will be involved in various projects impacting your activity, contributing to an accurate development and testing of necessary programs / applications that aims to ensure a robust system flow
Your Main Activities Are
- Control data (positions/balances) between Front Office and Back Office applications
- Control and validate the performance of customer estimates in Front Office applications
- Control order flow, between Execution, Front Office and Back Office applications
- Support and develop end user computing tools (Microsoft Access VBA) for operations, allowing a control on order flow and data flow
- Participate to the controls of the activity
- Coordinate various cross-functional tasks between various Operations departments (site support, error account monitoring, among others)
- Define, produce and exploit quantitative indicators for all Operations departments (monthly) and for the sites (quarterly)
- Guarantee a quality customer service to the various banks (quarterly indicators, regular control, follow-up of requests, among others)
- Participate in Continuous Efficiency Improvement projects within the Operations department
- Ensure the operational integration of new products by coordinating analyses and their drafting
- Reports to Quality and Risk Management Team Leader
- System flow mapping
- Theoretical contribution for system quality improvement
- Rewriting of procedures
- Contribution to the creation of new operational control framework
- Provide support to the definition and implementation of new setups
- User Acceptance Testing (UAT) preparation and execution
- Training
Profile and Skills to Success
- Bachelor’s Degree in Economy, Finance, Business Administration and Accounting
- Experience in customer service, business support or middle office jobs
- Knowledge of banking activities and operations
- Knowledge of IT banking systems
- Proficiency in VBA for simple Microsoft Access queries and Excel macros
- Proficiency at analysis and understanding complex processes
- Proficiency in Business Object
- Fluency in English
- Organisational ability
- Customer-oriented
- Team spirit
- Communication skills
- Command of digital applications
- Rigor and method
- Flexibility to deal with outstanding situations
About the Team
- Worldwide, the Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking and Services) and Corporate and Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, Small and Medium Entreprises (EMEs), corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance
- Since 2015, BNP Paribas (BNPP) WM has a competences centre in Lisbon named the Portugal International Markets Hub (PIMH). This centre manages certain activities for the International Markets (IM) sites of BNPP WM namely Switzerland, Luxembourg, Germany and Monaco
#LI-Hybrid #careerboost
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 centers 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.