Client Data Periodical Review Manager H/F

Ca Indosuez Wealth (Group)
Lisbon
há 2 semanas

Type de métier

Types de métiers Crédit Agricole S.A. - Autres

Intitulé du poste

Client Data Periodical Review Manager H/F

Type de contrat

CDI

Date prévue de prise de fonction

01/10/2025

Poste avec management

Oui

Missions

Join a dynamic team and take part in a strategic mission where customer experience, rigour and team management are at the heart of your responsibilities. As manager of the Client Data Periodical Review team and process, you report indicators on your activities to your functional manager based in Luxemburg.

Your daily tasks:

  • Supervise the Client Data teams based in Portugal in charge of the Periodical Reviews.
  • Organize and prioritize business flows and ensure an optimal distribution of files in the Client Data Support Officer team of around ten employees.
  • Be a reference expert on periodic reviews: You support your team by bringing your expertise to ensure a flawless customer experience.
  • Ensuring data quality: you ensure that customer data in the reference databases remains consistent, accurate, and homogeneous in the long term
  • Represent the team: You are the key contact person on Client Data Periodical review within the group for the area under your responsibility.
  • Train and support your employees: You ensure the development of the skills of the Client Data team and the updating of the procedures of your activities.

Localisation du poste

Zone géographique

Europe, Portugal

Ville

LISBON

Critères candidat

Niveau d'études minimum

Bac + 3 / L3

Formation / Spécialisation

  • Degree in Finance, Economics

Niveau d'expérience minimum

3 - 5 ans

Expérience

  • You have at least 3 years of experience in KYC/AML, ideally in a Private Banking.
  • You already have a first successful experience in team management or operational management.

Compétences recherchées

  • You are comfortable working across departments and collaborate effectively with Front Office, Compliance, etc….
  • You are customer oriented and have a strong organisational capacity to achieve your goals.
  • You know how to anticipate, take initiatives and be proactive in optimising processes and tools.
  • You are pragmatic and able to find solutions to problems that arise.
  • Excellent team spirit and recognised relational qualities.
  • A proactive and structured approach to ensure a high level of service.
  • An ability to support change and engage your employees in a dynamic of continuous improvement.

Langues

You are fluent in French and English and ideally Spanish/Portuguese

Apply
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