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Client Data Support Officer – French Speaker

Indosuez Wealth Management · Lisbonne

Sem termo Hybrid Junior 🇬🇧 English

Job description

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.

    Questions fréquentes

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    Le contrat proposé est un Sem termo basé à Lisbonne.

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    Published 2 months ago

    65 views · 0 interested

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    Indosuez Wealth Management

    Lisbonne