Type de contrat :
VIE Programme

Client Data Support Officer (VIE) H/F

Modified on 10/11/2025

  • Lieu : LISBON - Portugal
  • Secteur : Administration / Facilities Management
  • Numéro de l'offre : 2025-105698

Job description

Working in the Client Data department in charge of updating the KYC database, you will be responsible for the administrative management of client files during the Client Life Cycle and the periodic review of these files in order to comply with the standards of the Bank.

 More in details, your mission will be:

  • Ensuring that documents provided are appropriate and that information are properly set up in the Bank's information system. 
  • Making sure that customer files are properly documented throughout the life of the account in accordance with the Bank’s requirements.
  • Guaranteeing compliance with Bank's procedures
  • Caring out administrative tasks associated with clients’ documentation: encoding, verifying archiving, etc.
  • Ensure the quality and completeness of customer file documentation

  • Starting date
    01/01/2026
    Position with management
    No
    Executive / Non Executive
    Non cadre
    Minimum level of study
    Bachelor Degree / BSc Degree or equivalent
    Training / Specialization
    -
    • You have a previous experience in administrative management ideally in KYC or motivated to becoming an expert in.
    • You are confident with using IT systems
    • You are recognized for your rigor and responsiveness
    • You have good communication and interpersonal skills that allow you to integrate well and to work harmoniously with your contacts
    • You are a team player with the ability to work cross-functionally and comfortable to consider specificities of local markets
    • You are fluent in French or English and have a good command of one of the following languages: Spanish and/or Italian.
    Minimum experience level
    0-2 years
    Languages
    You're fluent in French or English, with a good command of Spanish and/or Italian being a plus.
  • The Indosuez Wealth Management Group is the global Wealth Management brand of Crédit Agricole's Group, the 10th bank in the world by size of assets (the banker 2022). Following the acquisition of Degroof Petercam, leading Belgian bank, the Indosuez Wealth Management Group joins the Top 10 players in the wealth management sector in Europe, managing more than 200 billion euros in assets. Shaped by over 145 years of experience, the Indosuez Wealth Management Group supports large private clients, families, entrepreneurs and professional investors around the world by proposing them a continuum of services and offers integrating Advice & Financing, Investment Solutions, Fund servicing & Technological and banking solutions. The Indosuez Wealth Management Group owns the majority of Azqore, a company providing a complete and integrated technological solution as well as banking operations services to wealth management players. The Indosuez Wealth Management Group stand out for its dimension both human and international, with 4500 employees working in 16 different territories of the world: Europe, Asia Pacific, Middle East and North America. www.ca-indosuez.com By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Crédit Agricole Indosuez Wealth

Crédit Agricole Indosuez Wealth

Client Data Support Officer (VIE) H/F

Published the 31/10/2025

Type de contrat :
VIE Programme
  • LISBON - Portugal
  • Administration / Facilities Management
  • 2025-105698

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