Securities Transfer Officer

Description du poste

Want to join Azqore, named "Best Technology Outsourcing Solution" 2025 (Wealth Briefing Awards) ?

A subsidiary of Indosuez Wealth Management, the wealth management arm of the Crédit Agricole Group, and Capgemini, Azqore is an international company specializing in Information Systems outsourcing and Banking Operations Processing for private banking players.

We provide our customers with an Integrated Information System (S2i), and a full range of digital banking products and services.

We also handle our customers' back office operations from three hubs, in Switzerland, Singapore and Portugal. By 2020, Azqore will have 200 billion (CHF) in assets under management, represented by some thirty banks.

Our Banking Operations department stands out for the excellence of its unique tailor-made service, recognized by customers and the market alike. Nearly 200 employees work closely together in Switzerland and Singapore to handle the banking operations of demanding customers.

The team

You will be member of the Securities transfer team (within the Securities Team), responsible for the processing of the securities transfer in and out on the clients portfolio, including standard securities and investment funds.

The securities transfer team supports our client's banks and ensures an efficient and a high quality services in the processing of the operations.
The team is in direct contact with custodians, in charge of the documentation and ensuring that custodian policy is respected.

But here’s the exciting part: you’ll be helping launch this activity from scratch in Lisbon, working closely with our experienced team in Switzerland.

The role will be based in Lisbon , Portugal (Av. Dom João II 43, 1990-084 Lisboa, Portugal). ‍

Your responsibilities

• Manage securities and funds transfer transactions, ensuring accuracy and compliance with relevant regulations.
• Review and validate documentation related to securities and funds transfers.
• Support international teams by providing timely updates and resolving any discrepancies.
• Maintain comprehensive records of transactions in alignment with company policies.
Assist in the implementation of process improvements within the Operations Department.

Benefits

• 25 days of annual leave for a healthy work-life balance.
• Generous healthcare contribution and attractive pension plan
  14-month salary structure (12 months + vacation + Christmas allowance).
• Meal card (Pluxee – €11.60/day).
• Annual performance bonus.
• Hybrid work model – up to 2 days/week from home.
• Permanent contract in a stable and professional environment.
• Ongoing training and career development within Azqore and the Crédit Agricole Group.

• Critères de candidature

  Poste avec management

  Non

  Niveau d'étude minimum

  Bac + 3 / L3

  Formation / Spécialisation

  .
  

  Niveau d'expérience minimum

  3 - 5 ans

  Compétences recherchées

  • Previous experience in securities or financial operations is preferred.
  • Build and maintain a strong communication channel with clients and stakeholders.
  • Client Service Oriented.
  • Knowledge of banking and financial services processes.
  • Strong attention to detail and ability to work with complex data.
  • Proficiency in relevant tools and software for securities processing.
  • Excellent communication skills for cross-team collaboration.
  • Fluency in English; additional languages are a plus.

• Entreprise Indosuez Wealth Management

  Azqore est une entreprise internationale spécialisée dans l'externalisation de Systèmes d'Informations et dans le traitement d'opérations bancaires pour les acteurs de la Gestion de Fortune. Issue d'une union inédite entre deux leaders sur leur marché, le groupe Crédit Agricole et Capgemini, l'entreprise gère 200 milliards d'euros au 31.12.20. Depuis près de 30 ans, Azqore accompagne les banques privées dans leurs projets de transformation et de renforcement de leur efficacité opérationnelle. Elle met à leur disposition une plateforme informatique et une gamme complète de services et de produits bancaires digitaux. Elle leur propose aussi de traiter leurs opérations de back office depuis ses deux Hubs, en Suisse et à Singapour. Azqore offre à ses clients une approche unique autour de son « Core Banking » enrichi de logiciels de référence du monde de la Gestion de Fortune et ouvert aux fintech les plus innovantes. Son ADN et son expertise digitale et bancaire éprouvée avec près de 60 migrations de banques réussies depuis 1992 permettent à Azqore d'offrir à ses 30 clients un haut niveau de qualité sur l'ensemble de sa chaîne de valeur. Elle les assure également du respect des meilleurs standards en termes d'innovation, de réglementations et de conformité. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.