Wealth Management Operations Lead

TN Portugal invites applications from highly motivated and skilled individuals for the position of Wealth Management IT Expert. As a Wealth Management IT Expert, you will play a key role in supporting our wealth management initiatives and collaborating with cross-functional teams to deliver high-quality services.You will be responsible for analyzing,...

We are hiring a Wealth Management Specialist to join our team at Bison Bank. As a key member of our private banking division, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWI) by providing tailored financial solutions. This role involves wealth management, investment advisory, and financial planning services to...

.About the job- As part of Wealth Management (WM) within Investment & Protection Services (IPS), Credit Officers oversee credit operations of all Wealth Management clients.In this scope, Credit Officers are responsible for the implementation of credit minutes, validation of cashouts, validation of short-term loans, shortfalls and irregulars monitoring, and...

About the JobCompany OverviewBNPP Wealth Management is a leading private bank in the Euro zone, employing 6,600 employees worldwide and managing 370 million euros in assets. We are part of the International Financial Services pole of BNP Paribas Group.Job DescriptionWe are developing our Middle Office Offering, which supports various Wealth Management...

Company OverviewWealth Management within Investment & Protection Services (IPS) is responsible for overseeing the credit operations of all Wealth Management clients. As a Credit Officer, you will play a central role in implementing credit minutes, validating cashouts, and monitoring short-term loans and irregulars.Main ActivitiesInput new resolutions of...

Welcome to Westmon, a leading company in wealth management supervision! We are seeking a highly skilled Wealth Management Specialist to join our team.As a key member of our team, you will be responsible for monitoring investment performances and risk levels, analyzing financial data, and implementing transaction and reconciliation processes. To excel in this...

**Overview of Global Service Operations Department**The Global Service Operations Department is responsible for managing day-to-day IT service delivery for Axa on a global scale. Our team works in partnership with Group Operations (GO) Global Products Departments, Axa Entities, and external suppliers to deliver high-quality IT products and services.**Job...

Company Overview: Devere Group is an award-winning, sustainable, and global-leading company that strives to make a difference in our clients' lives and financial wellbeing. Our mission is to provide high-quality wealth management services to individuals and families around the world.

About Phiture, a leading player in the financial industryWe are part of the International Financial Services pole of BNP Paribas Group, employing 6,600 employees worldwide and managing 370 million euros in assets.Our Wealth Management Offering Middle Office supports various entities. Our clients come from diverse backgrounds and countries, seeking excellence...

We are seeking an experienced Trader to join our team at Phiture Wealth Management's International Markets Hub in Portugal. As a key member of our PIMH (Portugal International Markets Hub) family, you will oversee executing orders from private clients on various markets, including Equities & ETFs (>50,000 transactions annually), Bonds (~20,000 transactions...

Sobre o nosso clienteMultinacional company in banking areaDescriçãoUnder the hierarchical responsibility of the Head of Securities Operations, the WealthManagement (WM) PIMH Securities Team Leader is expected to perform the followingactivities* Supervises and organizes the Securities Reconciliations activity (proper follow-up andreconciliation of pending...

About the RoleBNP Paribas is growing its wealth management offering teams in Portugal, presenting an exciting opportunity to join the expanding PIMH family as a dealer for structured products.Main Responsibilities

About the JobBecome a key player in BNP Paribas's wealth management team in Portugal as a structured product specialist. This role offers opportunities for professional growth and development in a dynamic environment.Main Tasks

About Us Our company is a leading European bank with operations in 63 countries. We have nearly 183,000 employees worldwide, including over 146,000 in Europe. In Portugal, we have more than 8,700 employees across our 10 business entities.Main ResponsibilitiesControl data between Front Office and Back Office applications.Validate customer estimates in Front...

.About the jobWorldwide, 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 & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors.The...

Wealth ManagerLisboaLisboa, Lisboa, Portugal Wealth Management Advisors wanted. As the world's leading, independent digital private investment bank and asset management organization, de Vere Group prides itself on providing top-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe...

Job DescriptionThe Funds Execution Team ensures the execution of all orders on investment funds, in the Wealth Management business line. At the heart of the Operations HUB, it provides its expertise to numerous WM sites. The team delivers a tailor-made experience, with outstanding attention to details to all WM clients.

Job Summary:The AXA Group Operations is seeking a highly skilled Global IT Quality Lead to join its team. As a key member of the Global Process Operations unit within Global Service Operations department, you will be responsible for leading the IT Operations standards definition, implementation and governance and ensuring adherence to these standards...

.About the job- BNPP Wealth Management (WM) teams are currently growing in Portugal.This is a very interesting opportunity to join the growing PIMH (PIMH = Portugal International Markets Hub) family, a dealer for equities, ETFs, bonds, and listed derivatives.- Starting Q3 2020, BNPP WM PIMH Execution Desk ("the Desk") oversees executing, on the various...

Company OverviewWe are BNP Paribas, a leading global bank with a strong presence in Portugal. Our Wealth Management division provides expert financial services to individuals and businesses.Job DescriptionThe Financial Controller Senior Officer will play a key role in our team, responsible for the monthly closing and budget processes, management control...