Wealth Management Corporate Actions Senior Officer – Italian Speaker

July 10, 2024

Wealth Management Corporate Actions Senior Officer – Italian Speaker


  • Permanent
  • PT-Lisbon
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About the job

  • We are looking for a person to join the Corporate Actions Team within the Operations Department working in BNP Paribas (Lisbon) SA
  • The role of the person is to manage voluntary corporate actions, SRD2 directive and handling of general meetings instructions for participations and votes
  • Cooperation and respect are important traits within the team. The person will need good communication skills, as she/he will work directly with people from other Operational Services and Departments and with the Wealth Management (WM) Business of Switzerland and other countries

Your Main Activities Are

  • Handle the management of voluntary corporate actions
    • Analysis and understanding of the notifications received by the custodians
    • Proceed with the writing and the transmission of letters produced to the attention of the underlying clients, in four languages (french, english, german, italian)
    • Instruct, within the defined deadline, any instruction received from our clients
    • Guarantee the correct booking of the transactions on the clients ‘accounts
    • Respect strictly the internal procedures and deadlines
  • Handle the management of  “Shareholder disclosure” (SRD2 directive) and general meetings (Proxy service)
    • Analysis and understanding of the notifications of general meetings
    • Proceed with the consecutive writing and the transmission of letters produced to the attention of the underlying clients, in four languages (french, english, german, italian)
    • Instruct, within the defined deadline, any instruction received from our clients (in case of  participation or vote)
    • Transmit to the client banks, acting as nominee, all the notifications received within the context of “shareholder disclosure”
    • Contribute, in deep cooperation with KYC and Middle Office teams, to instruct within the defined deadline any requirements linked to « shareholder disclosure »
  • Manage any cash and securities pendings linked to the activity
  • Chase constantly the custodians to obtain satisfactory and timely handling of CA events
  • Keep good relationships with other departments, WM Business, custodians and Middle Offices

Profile and Skills to Success

  • Financial academic background 
  • At least 2 years of Experience in Corporate Actions
  • Knowledge in Securities operations and custody
  • Knowledge in Banking & Financial Services
  • Experience with MT Swift messages
  • Proficiency in Banking Applications
  • Proficiency in Swift tools
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Fluent in English and Italian
  • Ability to develop and adapt a process
  • Analytical ability
  • Ability to understand, explain and support change
  • Client Focused and Solution oriented
  • Responsiveness
  • Ability to collaborate/Teamwork
  • Resilience
  • Ability to work in autonomy and strictly respect internal procedures and deadlines
  • Rigorous and with strong organisational and prioritization skills


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.