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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 information into the bank’s systems.
- Keep customer files current and compliant with internal and regulatory standards.
- Manage administrative tasks such as encoding, verification and archiving of client documentation.
- Maintain the accuracy, quality and completeness of all customer file records.
- Support periodic reviews and onboarding processes in line with the bank’s procedures.
Required profile
- Experience in administrative roles, preferably within KYC or a related compliance area.
- Strong attention to detail, efficiency and reliability.
- Excellent communication and interpersonal skills.
- Ability to work well in a team and adapt to local market specificities.
- Fluent in French and English.
Required skills
What we offer
- 25 days of annual leave and a hybrid work model (up to 2 days remote per week).
- Generous healthcare contribution, attractive pension plan and a 14‑month salary structure.
- Meal card (Pluxee – €11.60/day) and annual performance bonus.
- Permanent contract with ongoing training and career development within Azqore and the Crédit Agricole Group.
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Indosuez Wealth Management
Lisbonne
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