Account Life Cycle Officer - German Market

About the job

• The Account Life Cycle Officer's main mission is to be one of the five Single Point of Contacts (SPOC) of the End-to-End Coordinator for Client On-boarding, while being the Pivot between the involved teams in accounts opening, the Client and the End-to-End Coordinator for Client On-boarding (new client, service extension, fund creation, offboarding, in some case third party AM), upon End-to-End Coordinator request
• Also, The Account Life Cycle Officer is responsible for performing the business as usual (BAU), which is additional account opening for an existing LCN and existing products, upon Client's request

Your Main Activities Are

• Initiate the Life Cycle process for opening, modification and closure, while ensuring the identification of services required by the client and that will impact the accounts and the related tools
  • Verify the Know Your Customer (KYC) requirements concerning the opening's account and any blocking point could be coordinated with the SPOC in charge of KYC process
  • Prepare and update as necessary a checklist to collect a detailed documentation with the client
• Manage the Life Cycle process for opening, modification and closure, by collecting the Account Opening Form (AOF) and ensuring it has been properly completed
  • Complete the Account Setup Form (ASF) and any specific forms potentially required by specific teams
  • Launch the Account Management Process in the dedicated tool
  • Follow-up the workflow to identify any risk of blocking point that could influence the respect of the Service Level Agreement (SLA) contract as signed with the client
  • Coordinate the actions between the different teams to issue the workflow until its ended point
  • Collect the confirmation of that the setups are correctly done, especially for sensitive settings
• Send to End-to-End Coordinator or Client the confirmation of opening and modification of setup done and uring all the process (on-boarding or BAU), influencing the progression in a positive way and reducing the negative impacts for all stakeholders, helping them to understand the aim and how to provide the best service. Addionally, compile the knowledge of the tools, products and the teams

Profile and Skills to Success

• Bachelor's degree in International Relations, Law, Management or any related field
• Up to 2 years of experience in Client Management or Banking and Fianncial Operations
• Fluency in English, both written and oral
• Comfort with Microsoft Office tools
• Client focused mindset with the ability to communicate, interact and engage in an impactful manner
• Ability to cope with pressure and short deadlines and ability to multi-task and adapt to changing priorities

#LI-Hybrid

Why joining BNP Paribas?

• Leading banking institution

BNP Paribas is the European Union's leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

• Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

• 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.