Job Summary Table of Partner Services Officer

Job Description Summary 🎯

We are seeking a talented Partner and Client Services Officer to support our Private Wealth team’s expansion in the Portuguese market. The ideal candidate will provide comprehensive administrative support while maintaining high compliance standards.

Responsibilities 📋

• Process policy transactions accurately and efficiently
• Manage document administration throughout policy lifecycle
• Support client and partner onboarding processes
• Apply rigorous Anti-Money Laundering and Know Your Customer procedures
• Provide proactive support to clients, partners, and sales teams
• Collaborate on special projects and assigned tasks

Required Qualifications 🎓

• Bachelor’s degree in Administration, Accounting, or Finance
• Mandatory first experience in banking and insurance sector
• Native-level Portuguese language skills
• Business-level English proficiency
• Additional European language skills are advantageous

Skills and Competencies 💡

• Exceptional communication abilities
• High level of accuracy and organizational skills
• Client-oriented mindset
• Dynamic and flexible professional approach
• Strong team-playing capabilities
• Autonomous work style

Benefits and Perks 🌟

• Multicultural work environment
• Career development opportunities
• Agile and collaborative company culture
• Potential for home working after trial period
• Attractive remuneration package including:
  • Lunch vouchers
  • Pension scheme
  • Additional health insurance

Company Culture 🤝

Our organization values expertise, customer-centricity, and collaborative teamwork. We foster an environment where professionals can shape their careers while contributing to our collective success.

Career Growth Opportunities 📈

Join our team and develop your skills in a dynamic financial services environment. We support continuous learning and professional development.

Diversity, Equity, Inclusion, and Belonging 🌈

We are committed to creating an inclusive workplace that celebrates diversity and provides equal opportunities for all talented professionals.

Equal Opportunity Statement ✊

Our company is an equal opportunity employer. We do not discriminate based on race, religion, gender, sexual orientation, national origin, age, disability, or any other protected characteristic.

Remote Work Policy 💻

After the initial trial period, home working is possible according to our internal guidelines, offering flexibility and work-life balance.

Application Process 📝

1. Review job requirements carefully
2. Prepare your updated CV and cover letter
3. Submit your application through the provided link
4. Prepare required documents (criminal record extract, diploma copies)
5. Await interview invitation

Application Deadline

Date not specified – Apply as soon as possible!

How to Apply 🖊️

Apply Now

Social Media Links 🌐

• LinkedIn: Info not available
• Twitter: Info not available
• Facebook: Info not available

Frequently Asked Questions ❓

• Q: Is prior experience mandatory? A: A first experience in banking and insurance is required.

• Q: What languages are needed? A: Native Portuguese and business-level English are essential.

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