Type de contrat :
Permanent Contract

Client Data Support Officer H/F

Modified on 02/10/2025

  • Lieu : Lisbon - Portugal
  • Secteur : Administration / Facilities Management
  • Numéro de l'offre : 2025-102207

Job description

Your Key Responsibilities:

 

Join the Client Data team, where you'll play a pivotal role in maintaining and updating the KYC (Know Your Customer) database. You’ll oversee the administrative management of client files throughout the Client Life Cycle, ensuring compliance with the Bank’s standards and regulations during both onboarding and periodic reviews.

 

Your Mission Will Include:

 

  • Reviewing and validating client-provided documents, ensuring all information is correctly inputted into the Bank’s systems.
  • Keeping customer files up-to-date and fully compliant with the Bank’s requirements throughout the life of their account.
  • Ensuring strict adherence to the Bank's internal procedures and regulatory standards.
  • Managing administrative tasks linked to client documentation, such as encoding, verification, and archiving.
  • Maintaining the accuracy, quality, and completeness of all customer file documentation.

  • Starting date
    01/10/2025
    Minimum level of study
    2 years of higher education (L2)
    Training / Specialization
    -
    • You have experience in administrative roles, ideally within KYC, or are eager to become an expert in the field.
    • You’re tech-savvy and comfortable working with IT systems.
    • You’re known for your attention to detail, efficiency, and reliability.
    • You possess strong communication and interpersonal skills, enabling you to collaborate effectively with both teammates and stakeholders.
    • You thrive in a team environment and are capable of adapting to the specificities of local markets.
    • You’re fluent in French or English, with a good command of Spanish and/or Italian being a plus.
    Minimum experience level
    0-2 years

  • 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 H/F

Published the 22/07/2025

Type de contrat :
Permanent Contract
  • Lisbon - Portugal
  • Administration / Facilities Management
  • 2025-102207

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