Quality & Risk Management UAT Officer

May 13, 2024

Quality & Risk Management UAT Officer


  • Standard / Permanent
  • PT-11-Lisbon
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About the job

  • As a leading global private bank, we deliver a tailor-made experience, with outstanding attention to detail along with precise, local knowledge backed by the global know-how of a worldwide banking group.  With a strong presence of almost 7.000 employees working in Europe, Asia and the United States and €411 billion of assets under management as of June 2022, BNP Paribas Wealth Management (“WM”) is a global leader of the Private Banking industry
  • Since 2015, BNP Paribas Wealth Management has a competences center in Lisbon named the Portugal International Markets Hub (“PIMH”). This center manages certain activities for the International Markets (“IM”) sites of BNPPWM namely Switzerland, Luxembourg, Germany and Monaco
  • 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

Your Main Activities Are

  • Main QRM Responsibilities  
    • 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 (MS 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 & Risk Management Team Leader
  • Main UAT Officer Responsibilities
    • In charge of coordinating for UAT with IT Support and Project Managers
      • Define Test Planning
      • Develop test cases
      • Check availability of other testers
      • Realize test on behalf of front-office user for WM applications and Ebanking
      • UAT Follow-up (raise issue and provide progress report)
    • Reports to Quality & Risk Management Team Leader
  • Main SWISS management document responsibilities (Mailing Coordinator)
    • In charge of coordinating for bank mailing delivery
      • On average, every year a few dozen of letters sent to our clients
      • Content from distinct nature (New tarification, Regulatory policies, Commercial, general conditions, among others)
    • Mailing content and wording format
      • Coordinate with translation companies
      • Validate templates format
      • Validate production formats before invoice
    • Checking exhaustivity
      • Control that the perimeter defined is consistent with the target one
  • Templates management
    • Maintenance of documentation data used by the Bank for WM in Tempo and Docusign
    • Documentation update
      • Logo
      • Specific or standard formats
      • Codification
    • Check documents Audit track
      • Documentation Archive
    • Prepare and give documentation user guide
      • Publish documentation in Tempo and Docusign for electronic signature
  • Data Management
    • Cost Price update in Front-Office System
    • Reports to Quality & Risk Management Team Leader

Profile and Skills to Success

  • Bachelor Degree in Economy, Finance, Business Administration or Accounting
  • Up to 2 years of Experience in customer service, business support or middle office jobs
  • Knowledge of banking activities and operations, in particular stock exchange operations, derivatives and funds
  • Technical skills, to understand the IT banking systems
  • Ease at analysis and understanding complex processes
  • Proficiency in Microsoft Office Pack (MS Excel), Access and Business Object
  • Ability to understand and build VBA skills for simple MS Access queries and Excel macros
  • Good command of digital applications
  • Rigor and method
  • Organizational ability
  • Customer-oriented
  • Strong team spirit
  • Communication – Oral and written

About the Team

  • BNPP Wealth Management Quality & Risk Management team is looking to expand and it will do so in Portugal.  This is a very interesting opportunity to join the growing PIMH family as a Quality & Risk Management UAT Junior Officer
  • The main objective of the Quality & 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 WM and product offerings


Why joining BNP Paribas?

· Leading banking institution

BNP Paribas is a leader in the Eurozone, and a prominent international banking institution with strong roots in Europe’s banking history. It has a presence in 65 countries, with around 190 000 Employees – including more than 145 000 in Europe.

· Our presence in Portugal

Since 1985, BNP Paribas was one of the first foreign banks to operate in the country. Today, the Group has around 7.100 employees across several entities operating directly in the territory, offering a wide range of integrated financial solutions to support its clients and their businesses.

· 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.

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