- Analyze and review clients' existing financial positions
- Develop referral relationships and long-term partnerships
- A minimum 10 years of experience in client-facing sales roles within the financial services industry
- A strong background in financial planning , investment sales or advisory services
- Excellent phone and virtual communication skills
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BNP Paribas Wealth Management (WM) is a leading global private bank employing over 6,800 professionals who support clients in managing their assets. This Data Analyst role will work in WM's HO Data Office in Lisbon, supporting data governance and strategy for wealth management. · ...
Lisbonhá 1 dia
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Wealth Management Credit Trainee at BNP Paribas. · The role involves analyzing structured products and applying the financing ratio according to the financing norms. The candidate will also follow up with clients on irregulars, shortfalls and excesses or unauthorized credit expos ...
Lisbonhá 1 mês
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As part of Wealth Management (WM) within IPS Credit Officers oversee credit operations of all Wealth Management clientsBachelor's Degree in Economics Finance or Banking · Knowledge of financial markets and economic developments · ...
Lisbon, Lisbonhá 1 mês
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+Job summary · Wealth management credit trainee role involves overseeing credit operations of wealth management clients. · +ResponsibilitiesAnalyse structured products and apply financing ratio according to financing normsFollow up clients with irregulars - shortfalls, · excesses ...
Lisboa, Lisbonhá 1 mês
- Trabalhar em empresa
Wealth Management Quality and Risk Management Officer
Apenas para membros registrados
Wealth Management Quality and Risk Management OfficerThe main objective of the Quality & Risk Management team is to ensure that the quality of the Operations Department's production is monitored, · including activities under service, contracts with BNP Paribas entities (sites). ...
Lisbonhá 5 dias
- Trabalhar em empresa
Wealth Management Quality and Risk Management Officer
Apenas para membros registrados
+p>Worldwide the Group has key positions in its three main activities Domestic Markets and International Financial Services whose retail banking networks and financial services are covered by Retail Banking amp; Services and Corporate amp; Institutional Banking which serves two c ...
Lisbonhá 1 mês
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The trainee would share his/her time between one of the 3 teams: Markets Backoffice (MBO), Cash Transfers (CT) and Funds Execution (FE) · Profile And Skills To Success · Bachelors' degree in Economics, Finance, Accounting or Business Management · Up to 2 years of professional exp ...
Lisbonhá 1 mês
- Trabalhar em empresa
Wealth Management Quality and Risk Management Officer
Apenas para membros registrados
The main objective of the Quality & Risk Management team is to ensure that the quality of the Operations Department's production is monitored. · As such, your mission will consist in carrying out various cross-functional controls and analyses and producing quantitative and qualit ...
Lisboa, Lisbonhá 3 dias
- Trabalhar em empresa
Wealth Management Securities Operations Officer
Apenas para membros registrados
Wealth Management Securities Operations Officer manages activities for several locations in order to book transactions on portfolios of clients and internal and external transfers on securities and funds. · ...
Lisboa, Lisbonhá 1 mês
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The trainee would share his/her time between one of the 3 teams: Markets Backoffice (MBO), Cash Transfers (CT) and Funds Execution (FE) · Assist MBO team on processing the booking of operations related to Forex and Money Market and managing the confirmations related to these prod ...
Lisboa, Lisbonhá 1 mês
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The trainee would share his/her time between one of the 3 teams: Markets Backoffice (MBO), Cash Transfers (CT) and Funds Execution (FE) · Assist MBO team on processing the booking of operations related to Forex and Money Market. · Ensure for CT team processing client cash instruc ...
Lisboa, Lisbonhá 3 dias
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Wealth Management Change Expert on Transact job involves preparing and accompanying change with teams, bringing expertise in TRANSACT to project functional teams and BAU teams. · ...
Lisboa, Lisbonhá 1 mês
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Wealth Management Front Office User Experience · The Business Support (BUSS) colleague is responsible for supporting the project rollout by carrying out the following actions: Oversee the data migration · Conduct the tests and document them · Track risk items and facilitate their ...
Lisbonhá 1 semana
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Wealth Management Business Management team is looking to expand in Portugal. This is a very interesting opportunity to join the growing PIMH family as Business and Client Services officer for Business Management Department. · The role involves providing functional and operational ...
Lisbonhá 1 semana
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Wealth Management Data Analytics Team Leader As a leading global private bank BNP Paribas Wealth Management deliver a tailor-made experience with outstanding attention to detail along with precise local knowledge backed by the global know-how of a worldwide banking group With a s ...
Lisbonhá 1 mês
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+Job summary · Wealth Management Data Analytics Team Leader will manage the Data Management and Business Analytics team based in Lisbon. · +ResponsibilitiesBuild and automate Power BI/Tableau dashboards to better manage and facilitate decision-making within Wealth Management. · I ...
Lisbon, Lisbonhá 1 mês
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About The Job As a leading global private bank BNP Paribas Wealth Management deliver a tailor-made experience with outstanding attention to detail along with precise local knowledge backed by the global know-how of a worldwide banking group With a strong presence of almost 7.000 ...
Lisboa, Lisbonhá 1 mês
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The Cash Transfers Team Leader will manage team resources while supervising responsibilities handled by the team to guarantee the smooth functioning of the activity. · ...
Lisbonhá 1 semana
- Trabalhar em empresa
Wealth Management Cash Investigations Team Leader
Apenas para membros registrados
The Cash Investigations Team Leader will manage team resources while supervising responsibilities handled by the team to guarantee the smooth functioning of the activity. · Your Main Activities Are · Support the team members in managing teams' tasks, solve escalating issues, and ...
Lisbonhá 1 semana
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The Cash Transfers Team Leader will manage team resources while supervising responsibilities handled by the team to guarantee the smooth functioning of the activity. The team leader will also ensure that productivity, quality and risk management are dully handled while managing r ...
Lisbonhá 1 semana
- Trabalhar em empresa
Wealth Management Cash Investigations Team Leader
Apenas para membros registrados
The Cash Investigations Team Leader will manage team resources while supervising responsibilities handled by the team to guarantee the smooth functioning of the activity. · ...
Lisbonhá 1 semana
Global Wealth Manager - Lisbon - beBeeInternational
Título do emprego: International Investment Advisor
Descrição
This position requires a seasoned financial professional with strong client-facing skills to develop new business relationships and manage existing clients in the field of cross-border wealth management. The ideal candidate will be responsible for analyzing clients' financial positions, recommending investment solutions, and maintaining compliance with relevant regulations.
Key Responsibilities:
The successful applicant will have a minimum 10 years of experience in client-facing sales roles within the financial services industry. Strong communication skills, both verbal and written, are essential for success in this position.
Skills & Requirements:
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Data Analyst for Wealth Management
Apenas para membros registrados Lisbon
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Wealth Management Credit Trainee
Apenas para membros registrados Lisbon
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Wealth Management Credit Trainee
Apenas para membros registrados Lisbon, Lisbon
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Wealth Management Credit Trainee
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Quality and Risk Management Officer
Apenas para membros registrados Lisbon
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Wealth Management Quality and Risk Management Officer
Apenas para membros registrados Lisbon
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Wealth Management Markets Operations Trainee
Apenas para membros registrados Lisbon
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Wealth Management Quality and Risk Management Officer
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Securities Operations Officer
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Markets Operations Trainee
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Markets Operations Trainee
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Change Expert on Transact
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Front Office User Experience
Apenas para membros registrados Lisbon
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Wealth Management Front Office User Experience
Apenas para membros registrados Lisbon
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Wealth Management Data Analytics Team Leader
Apenas para membros registrados Lisbon
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Wealth Management Data Analytics Team Leader
Apenas para membros registrados Lisbon, Lisbon
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Wealth Management Data Analytics Team Leader
Apenas para membros registrados Lisboa, Lisbon
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Wealth Management Cash Transfers Team Leader
Apenas para membros registrados Lisbon
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Wealth Management Cash Investigations Team Leader
Apenas para membros registrados Lisbon
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Wealth Management Cash Transfers Team Leader
Apenas para membros registrados Lisbon
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Wealth Management Cash Investigations Team Leader
Apenas para membros registrados Lisbon