Job Summary Table of Portuguese Banking Officer

Job Description Summary 📋

We are seeking a dedicated Partner and Client Services Officer for our Private Wealth division, specifically focusing on the Portuguese market. This role combines client relationship management with administrative expertise, offering a unique opportunity to work with high-net-worth individuals while ensuring compliance with international banking standards.

Responsibilities 💼

• Execute accurate and timely processing of policy transactions throughout the lifecycle
• Manage document administration and query resolution for client policies
• Coordinate with partners and sales team for new business onboarding
• Provide proactive support to clients, partners, and internal teams
• Implement Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures
• Support special projects and team initiatives
• Ensure compliance with regulatory requirements and internal policies
• Maintain accurate client records and documentation
• Facilitate communication between various stakeholders
• Contribute to process improvement initiatives

Benefits and Perks 🌟

• Flexible work arrangement with home office options after probation
• Comprehensive remuneration package
• Lunch vouchers for daily meals
• Robust pension scheme for long-term security
• Additional health insurance coverage
• Professional development opportunities
• Multicultural work environment
• Modern office facilities in Gasperich
• Work-life balance initiatives
• Career advancement possibilities

Company Overview 🏢

Our organization is a leading financial institution in Luxembourg, specializing in private wealth management for Southern European markets. We pride ourselves on delivering exceptional service while maintaining the highest standards of compliance and professional integrity.

Company Culture 🤝

We foster an agile and collaborative environment where expertise meets innovation. Our workplace culture emphasizes: – Customer-centric approach – Professional development – Team collaboration – Work-life balance – Multicultural diversity – Innovation and creativity – Continuous learning – Expert knowledge sharing

Career Growth Opportunities 📈

Join us to shape your career in private wealth management with opportunities for: – Skill development in international banking – Professional certifications – Leadership development programs – Cross-functional project experience – Industry networking opportunities – Mentorship programs

Diversity, Equity, Inclusion, and Belonging 🌍

We celebrate diversity and create an inclusive environment where all employees can thrive. Our commitment to DEIB is reflected in our hiring practices, workplace policies, and company culture.

Equal Opportunity Statement ⚖️

We are an equal opportunity employer, welcoming applications from all qualified candidates regardless of background, ensuring a fair and inclusive recruitment process.

Remote Work Policy 🏠

Our hybrid work model offers flexibility with: – Home working options after probation – Modern office facilities for in-person collaboration – Digital tools for remote work – Clear communication protocols – Regular team meetings and check-ins

Application Process 📝

1. Submit your application through our online portal
2. Complete initial screening interview
3. Participate in technical and cultural fit interviews
4. Provide required documentation (criminal record extract and diplomas)
5. Receive final decision and offer

How to Apply 🔗

Click the Apply Here link to submit your application. Please ensure you include: – Updated CV – Cover letter – Educational certificates – Professional references

Explore Blog Articles:

1. UK Skilled Worker Visa – Complete Guide
2. Sweden Job Seeker Visa – How to Apply
3. Portugal’s Job Seeker Visa – What You Need to Know
4. Germany EU Blue Card – Benefits and Requirements