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Client Data Support Officer – French Speaker
Indosuez Wealth Management · Lisbonne
Descrição do cargo
About the role
Join the Client Data team of a leading wealth‑management group and play a key part in maintaining the Know‑Your‑Customer (KYC) database. You will ensure client files are accurate, up‑to‑date and fully compliant throughout the client life‑cycle.
Key responsibilities
- Review and validate client‑provided documents and enter data into the bank’s systems.
- Maintain and update customer files to meet regulatory and internal standards.
- Perform administrative tasks such as encoding, verification and archiving of client documentation.
- Monitor compliance with internal procedures and regulatory requirements during onboarding and periodic reviews.
- Ensure the quality, completeness and accuracy of all customer file documentation.
Required profile
- Experience in administrative roles, preferably within KYC or a strong willingness to develop expertise in this area.
- Fluent in French and English, with excellent written and verbal communication skills.
- Detail‑oriented, efficient, reliable and able to work well in a team.
- Adaptable to the specificities of local markets.
Required skills
What we offer
- 25 days of annual leave and a generous healthcare contribution.
- Attractive pension plan and a 14‑month salary structure (12 months + vacation + Christmas allowance).
- Meal card (Pluxee – €11.60/day) and annual performance bonus.
- Hybrid work model – up to 2 days per week from home.
- Permanent contract in a stable, professional environment.
- Ongoing training and career development within Azqore and the Crédit Agricole Group.
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Indosuez Wealth Management
Lisbonne