Wealth Management Securities Operations Officer
Wealth Management Securities Operations Officer
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About The Job
- Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH = Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxemburg, Germany, Monaco) in order to…
- Booking the transactions on the portfolios of the clients.
- Booking the internal and external transfers on securities and funds.
Your Main Activities Are
- Check and match the traded operations with the brokers confirmations.
- Book the operations in our systems.
- Send the settlements instructions to our different custodians.
- Book the internal and external transfers on securities and funds, for all the sites.
- Follow up the settlement of the transfers on the markets through our custodians network.
- Liaise with the transfers team of Geneva.
- Participate to the different securities migrations (sites and custodians).
- Participate to the permanent improvement of the processes with daily suggestions.
- Communicate with other back offices teams and other Wealth Management entities.
Profile And Skills To Success
- Academic Background in Economy, Finance, Management or related areas.
- At least 3 years of Experience in Securities Back-Office activities.
- Orientation and enthusiasm for Financial culture.
- Fluency in English.
- Good interpersonal skills and strong team spirit.
- Reactiveness, organization skills and ability to manage priorities.
- Sense of risks.
- Client orientation.
- Strong resistance to stress and orientation to dynamic environments.
- Rigorous, autonomous and eager to learn attitude.
Benefits & Company Information
- Leading banking institution.
- Established presence in Portugal since 1985 with more than 8, 700 employees.
- International reach with 63 countries and 183, 000 employees worldwide.
- Remote working conditions with smart working framework, equipment allowance and partnerships for equipment.
- Commitment to work/life balance and employee wellbeing.
- Commitment towards diversity and inclusion.
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.
Seniority Level
Not Applicable
Employment Type
Full-time
Job Function
Finance and Sales
Industries
Banking and Financial Services
Equal Employment Opportunity
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.
- Informações detalhadas sobre a oferta de emprego
Empresa: BNP Paribas Wealth Management Localização: Lisboa
Lisboa, Lisboa, PortugalPublicado: 8. 11. 2025
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