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Account Life Cycle Officer Full-time

de BNP Paribas Porto em Porto (Publicado em 20-04-2022)

About the job



  • The Paris Account Desk team works in direct collaboration with Paris Client Services & Onboarding teams (RM/Sales, Client Services Managers and Project Managers). It specializes as the main contact for all clients booked in France (Corporates, Institutional Investors, Financial Intermediaries) in all processes related to the Life Cycle management of Client?s Accounts (opening, modification and closures).


Your Main Activities Are


  • Explains and collects the necessary documentation to comply with BP2S account opening policy (Account Opening Form / Cash Account Agreement / USD Compliance Form / Power of Attorney / Authorized Signatories Lists...) during the onboarding stage

  • Manages Clients requests with the different relevant teams (Relationship Manager, Client Service Manager, Network Teams, Client Admin, Account Referential...). In this framework, the Account Desk Officer can have a project management role within his scope of responsibility

  • Explains to clients how their accounts are operating, ensuring that the services delivered are aligned with the Service Level Agreements (SLA). In this framework, the Account Desk Officer can participate in Client follow-up meetings (transversal or dedicated to specific topics (ex: Tax, Settlement, Custody?)

  • Creates a strong understanding of the clients? needs throughout operations and across the business according to BP2S quality requirements


Profile and Skills to Success


  • Previous work experience (at least 1 year) in Global/Local Custody & Settlement environment, preferably in a client facing role

  • Knowledge of Client onboarding processes; knowledge of account opening requirements in local markets will be considered as a plus

  • Ability to strike the right balance between client service and the need to comply with risk-avoiding procedures

  • Ability to analyze and synthesize a set of issues and put forward recommendations

  • Capacity to influence and to be commanding

  • Capacity to communicate effectively with clients

  • Ability to deal with diverse levels of seniority (clients and business partners)

  • Must be able to get to the ?bottom? of issues and challenge assumptions

  • Ability to modify work practices to respond to an ever changing environment

  • Easily adaptable and capable of dealing with change

  • Proficient English and French are mandatory


About the Team


  • The Paris Account Desk Officer will be part of the Financial Intermediaries team which is dedicated to Banks & Brokers Clients that are booked in the Paris location. The main services provided to this client category are: Global Custody; Global Clearing & Settlement; Local Custody Euronext; Tri-party Collateral Management.


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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