Wealth Management Securities Operations Officer

About the job

• Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH, which stands for Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxemburg, Germany, Monaco) in order to
  • Book the transactions on the portfolios of the clients
  • Book 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

• Academic Background in Economy, Finance, Management or related areas
• Professional experience in securities back office activities (2 to 3 years)
• Orientation and enthusiasm for Financial culture
• Fluency in English
• Good interpersonal skills and strong team spirit
• Reactiveness, organization skills and ability to manage priorities
• Sense of risks
• Client orientation
• Strong resistance to stress and orientation to dynamic environments
• Rigorous, autonomous and eager to learn attitude

To proceed in our recruitment process is mandatory to have working permission to Portugal (visa or residence permission)