Wealth Management Discretionary Portfolio

1 semana atrás

Lisboa, Portugal BNP Paribas Tempo inteiro

**About the job**

As a leading global private bank, we 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 employees working in Europe, Asia and the United States and €393 billion of assets under management as of December 2019, BNP Paribas Wealth Management (“WM”) is a global leader of the Private Banking industry

Since 2015, BNP Paribas Wealth Management has a competence center in Lisbon (PIMH = Portugal International Markets Hub) to manage activities for several locations (Switzerland, Luxembourg, Germany, Monaco)

The main mission of the Discretionary Portfolio Management (DPM) desk is to manage the portfolio of clients whom delegate to the bank the management of their assets. It provides high-end DPM services to wealthy, sophisticated and demanding private clients. The team services clients from different BNP Paribas WM entities (Switzerland, Luxembourg, Monaco, and Germany)

**Your Main Activities Are**

The main mission of the DPM Analyst is to support the DPM Portfolio Managers from Switzerland and Luxembourg hubs, namely
- Operationally manage discretionary mandates by implementing investment decisions, controlling continuous compliance with the defined strategies asset allocation and managing the cash
- Prepare the investment proposals and client reports aimed at end clients and potential investors
- Monitor the DPM Risk and Performance
- Take part to the ongoing project related to the automatization of the servicing activity

Implement the Portfolio Managers´ investment decisions in the Front Office systems, making sure they are executed according to the procedures in place

Control and ensure that the clients’ portfolios are aligned with the asset allocation defined for the investment strategies

Manage the cash available in the clients’ accounts according to the defined investment guidelines and clients’ profile

Prepare reports to clients on the performance of their portfolios

Prepare investment proposals to be presented to investors

Prepare reports aimed at monitoring the risk and performance of the DPM activity

Contribute to keep the databases that monitor DPM activities up-to-date

Contribute to enhance operational efficiency and to continuously improve DPM activities

**Profile and Skills to Success**

Bachelor’s degree in Finance, Economics or equivalent

At least 4 years of Experience in a similar role or in other financial role (financial control, product control, risk, among others)

Knowledge of financial instruments and markets

Knowledge of cross-asset portfolio management

Comfortable with tools such as Excel, Access, Power BI, Python and VBA coding

High interest to develop an expertise in the investment management field

Fluent in English

Excellent communication skills

Strong interpersonal and analytical skills

Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility

Highly oriented to results

Capacity to synthetize / simplify

Ability to adapt to a fast pace and multi-cultural environment

Passion, tenacity and resilience in an ever-changing context

LI-Hybrid

**Why joining BNP Paribas?**
- ** Leading banking institution**

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.
- ** Our presence in Portugal**

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.
- ** International reach**

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:
**Retail Banking**, a division that brings together all of the Group’s retail activities and specialised business lines;

**Investment & Protection Services **that include specialised businesses offering a wide range of savings, investment and protection services;

**Corporate & Institutional Banking **division that offers tailored financial solutions for corporate and institutional clients.
- ** Diversity and Inclusion commitment**
- ** Commitment towards work/life balance**

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we m

  • Discretionary Portfolio Management

    2 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - As a leading global private bank, we 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 employees working in Europe, Asia and the United States and €393 billion of assets under...

  • Wealth Management Credit Analyst

    Há 5 dias

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - Within Investment and protection Services (IPS), the Wealth Management Credit Analysis and Lending Team performs credit analyses of all Wealth Management clients - In this scope, credit analysts are responsible to perform credit analyses (including due diligence when necessary) and recommendations to Credit Committees, Transaction...

  • Wealth Management Financial Controller Senior

    4 semanas atrás

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **Your Main Activities Are** - Under the responsibility of the local Financial Controller Team Leader based in Lisbon Office, the Financial Controller Senior Officer will perform the following activities - Actual monthly closing and Budget processes - Contribute for the production of the management control reporting - Consolidate financial and non-financial...

  • Portfolio Management

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    PORTFOLIO MANAGEMENT & INVESTMENT RISK TRAINEE (JOB NUMBER: 2310WEMA16441.) **About the job** - The internship will be divided between two teams: Discretionary Portfolio Management and Investment Risk - The main mission of the Discretionary Portfolio Management (DPM) desk in to manage the portfolios of clients whom delegate to the bank the management of...

  • Wealth Management Business and Client Services

    Há 5 dias

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - The role involves providing functional and operational support to Front-Office users, training them on various systems, and facilitating communication and exchange with other departments (IT, Operations, Finance, among others). You will be responsible for incident follow-up and resolution, close collaboration with IT team will be...

  • Wealth Management Private Banker

    4 semanas atrás

    Lisboa, Portugal Michael Page Portugal Tempo inteiro

    Wealth Management Private Banker - Bpi  (m/f)Referencia: JN -******** Adicionado em 16.10.2024 Sobre os nossos clientes O Banco BPI é umas das maiores instituições financeiras no mercado português, com mais de 40 anos de história e experiência no setor. Descriçao da oferta O Banco BPI procura um Private Banker para integrar a equipa de Wealth...

  • Wealth Management Pricing Support Senior Officer

    Há 5 dias

    Lisboa, Portugal BNP Paribas Wealth Management Tempo inteiro

    **About the job** - We are seeking an experienced Senior Pricing Support Officer to lead and support the front office with pricing topics, client fees and charges. This role involves developing and maintaining pricing tools, processing codifications, performing quarterly billing, and conducting controls **Your Main Activities Are** - Lead and oversee the...

  • Portfolio Specialist Corporate – Portfolio Management

    3 meses atrás

    Lisboa, Portugal Pkf-Vmb Belgium Tempo inteiro

    A Whitestar é uma empresa especializada na gestão e recuperação de carteiras de crédito e imobiliário, e desde 2015 pertence ao Arrow Global Group. Atualmente, gerimos mais de €10 mil milhões em ativos e contamos com uma equipa multifacetada de mais de 500 colaboradores, em Lisboa e no Porto. Com o objetivo de reforçar a sua equipa de Portfolio...

  • Wealth Management Accounting Trainee

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    WEALTH MANAGEMENT ACCOUNTING TRAINEE (JOB NUMBER: 2307WEMA15744) **About the job** - As a leading global private bank, we 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 employees working in Europe,...

  • Técnico de Operações

    5 meses atrás

    Lisboa, Portugal Golden Wealth Management Tempo inteiro

    As tuas principais características englobam sentido critico, capacidade analítica, atenção ao detalhe, organização, facilidade na comunicação e no relacionamento interpessoal? Possivelmente serás uma pessoa GOLDEN! Golden incorpora as empresas Golden Wealth Management, Golden Broker e Golden SGF onde se destaca pela ágil adaptabilidade,...

  • Portfolio Management Specialist

    2 semanas atrás

    Lisboa, Lisboa, Portugal Michael Page Portugal Tempo inteiro

    Job Title: Junior Portfolio ManagerAbout the Role:We are seeking a highly analytical and detail-oriented Junior Portfolio Manager to join our Investment Bank Principal Investments team. As a Junior Portfolio Manager, you will be responsible for managing a portfolio of high-yield bond investments, performing analysis, monitoring performance, and ensuring...

  • Estágio Private Wealth Management

    Há 6 dias

    Lisboa, Portugal BIG - Banco de Investimento Global Tempo inteiro

    **Description**: **O BiG é um Banco nacional especialista em Poupança e Investimento, com presença em Portugal, Espanha e Moçambique.** **Pretendemos para integrar a equipa de Private Wealth Management do BiG em Lisboa, um(a) estagiário(a), **pelo período de 12 meses nas instalações da Sede do BiG, na Av. 24 de Julho, em Lisboa. Este programa de...

  • Portfolio Management Associate

    2 semanas atrás

    Lisboa, Lisboa, Portugal Robert Walters Plc Tempo inteiro

    Portfolio Management ProfileRobert Walters Plc is seeking a skilled Portfolio Management professional to join our dynamic team.About the RoleAs a Portfolio Management Associate, you will be responsible for conducting comprehensive analysis and monitoring of diverse industry sectors.You will research and track international leveraged loan and corporate bond...

  • Wealth Management Trader for Execution Desk Team

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    WEALTH MANAGEMENT TRADER FOR EXECUTION DESK TEAM (JOB NUMBER: 2310WEMA16502) **About the job** - BNPP Wealth Management teams are currently growing in Portugal. This is a very interesting opportunities to join the growing PIMH family a dealer for equities, ETFs, bonds, and listed derivatives - Starting Q3 2020, BNPP WM PIMH Execution Desk (“the Desk”)...

  • Wealth Management Financial Control Trainee

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    WEALTH MANAGEMENT FINANCIAL CONTROL TRAINEE (JOB NUMBER: 2307WEMA15743) **About the job** - As a leading global private bank, we 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 employees working in...

  • Portfolio Management Analyst

    6 meses atrás

    Lisboa, Portugal Banco Finantia Tempo inteiro

    We are looking for a Portfolio Management Analyst to strengthen the Principal Investments Department at Banco Finantia: **Main Responsibilities**: - Collaborate in the management of the Bank's own portfolio, ensuring the monitoring of the evolution of financial markets and the respective interest rate risks; - To follow the evolution of financial markets...

  • Securitization Portfolio Management

    2 semanas atrás

    Lisboa, Portugal Alter Solutions Group Tempo inteiro

    Job Description : Securitized Products Group (SPG) combines all securitization and other risk distribution activities within Global Banking– Capital Markets, and includes Asset-Backed Securities (ABS), Collateralized Loan Obligations (CLO) and Private Debt Financing.Main Responsibilities:Accomplish the following tasks within the SPG Portfolio Management...

  • Change Management Portfolio Lead

    2 semanas atrás

    Lisboa, Lisboa, Portugal Mcdonald'S Corporation Tempo inteiro

    Job Title: Change Management Portfolio LeadJob Summary:    We are seeking a Change Management Portfolio Lead to join our team at McDonald's Corporation. This role will be responsible for managing a portfolio of change programs across various markets, including Italy, Spain, and Portugal.Responsibilities:    Manage a portfolio of change programs...

  • Wealth Management Bonds Specialist

    5 meses atrás

    Lisboa, Portugal BNP Paribas Tempo inteiro

    WEALTH MANAGEMENT BONDS SPECIALIST (JOB NUMBER: 2311WEMA16715.) **Your Main Activities Are** - Within the Fixed Income Investment Products team based in 6 different countries and operating on more than 25 MMEUR of assets, you will oversee the following tasks - By rigorously analyzing relevant data and information provided by companies or external data and...

  • Estágio Private Wealth Management

    Há 4 dias

    Lisboa, Portugal Big - Banco De Investimento Global Tempo inteiro

    O BiG é um Banco nacional especialista em Poupança e Investimento, com presença em Portugal, Espanha e Moçambique.Pretendemos para integrar a equipa de Private Wealth Management do BiG em Lisboa, um(a) estagiário(a), pelo período de 12 meses nas instalações da Sede do BiG, na Av.24 de Julho, em Lisboa.Este programa de estágio , centrar-se-á em:...