Client Relationship Manager

Company Description

Natixis in Portugal is part of the Global Financial Services division, where it applies technology for the development of financial expertise in its two global business lines – Corporate & Investment Banking and Asset & Wealth Management – and, transversally, for the entities of Groupe BPCE.

The Centre of Expertise, based in Porto, currently has more than 2,400 employees from over 30 nationalities, organised in three main departments: Information Technology, Banking Support Activities and Compliance. These teams work in an integrated, inclusive and transversal way, supporting and creating value for all the business lines and platforms of the group. The project in Porto is one of the biggest investments in Human Resources ever made by Groupe BPCE worldwide.

A disruptive mindset and a culture of proximity and agility identify Natixis in Portugal Team and reflect the company's mission to transform traditional banking at a global scale: a perfect match in the Portuguese dynamics and entrepreneurial ecosystem.

In 2024, Top Employers Institute has awarded Natixis in Portugal the Top Employer Portugal accreditation for the second time. This certification recognizes excellence in people practices, following the example of our head office, in France, who was certified Top Employer France for the eight year in a row.

Job Description

Team presentation and main goal:

The CRM officer, part of the CSG organization aims to be the bridge between Business and CSG production. Responsible for ensuring a smooth flow of communication and providing an end-to-end support for cases. Key tasks:

• Communication
• Prioritization and Coordination
• Facilitation

Main tasks and goals:

The CRM Officer will be the key point of contact for the Front Office an onboarding and annual review process.

Prioritization and coordination

• Identify the Business priorities
• Coordination with CSG, Compliance, other HUB, NIM client Services to ensure the finalization of the vetting process in the deadline

Monitoring

• Prepare reports using KYC dashboard
• Provide a comprehensive and accurate overview of Global CSG production, mainly KYC on a weekly communication
• Determine the necessary actions on the Front side with a focus on outstanding cases
• Conduct meetings with the Business to ensure an efficient workflow
• Support escalation done by analyst and formalize action using WMT
• Being able to provide explicit and accurate update on production status
• Raise issue and attention to management

Improvement of the chain

• Make recommendations /suggestions to standardize procedures and processes and to introduce new technology or improve the existing one;
• Be a force of proposition to constantly improve client service quality and streamline our processes.

Qualifications

• Bachelor Degree in a relevant area;
• Strong computer skills especially in Excel, and PowerBI;
• Fluency in English and French (mandatory);
• Strong communication (written and spoken) and presentation skills;
• Ability to work in a fast-paced environment;
• Organized, ability to manage multiple tasks/projects and deadlines simultaneously.

We will only consider English CV's.

Additional Information

At Natixis, we are committed to fostering a working environment where each and every one of our people is treated with dignity and respect and where every voice is heard. Our differences make us collectively stronger and are a source of fulfilment, innovation and performance.

In the framework of its Diversity, Equity & Inclusion policy, Natixis in Portugal has implemented a Blind CV Screening process, with the purpose of reducing hiring bias. A blind CV excludes any personal details which refer to the applicant’s gender, age or ethnicity. When applying for our positions, please submit a blind CV, that is, with no picture, name, gender, age, nationality, ethnicity and address. Your personal statement, work experience, courses and certifications, education, skills and contact information is what matters to us.

#MuchMoreThanJustAJob

Early morning. Campo 24 de Agosto. In 4 minutes, you are clocking in at the office. Start your day having breakfast with the Team and grab fresh fruit on the way to your seat, in one of Porto’s most typical neighborhoods. This Purple Day is going to be a busy one: daily meeting ensuring all team members are on the same page regarding work status, priorities and blockers, language class and, just after, a Talent Management meeting with your manager, discussing your career path. 

Lunch break. Today, your Team is onboarding newcomers, but also welcoming French colleagues: the perfect excuse to walk downtown and bond over a francesinha. When returning, inhale nature and peace of mind in Natixis Urban Garden (look at the crops; ready to harvest!). 

Back inside. Brainstorming session on a new, exciting project in our disruptive and immersive Manaus Village. The afternoon went flying (tasks, meetings, some jokes with your teammates). End it on a high note: celebrating cultural diversity with a Diwali, the Indian festival of lights. 

Tomorrow, you attend a conference led by influential speakers in your industry and, the day after, you will work from home, benefitting from some focus time to complete that report and soft skills course on LinkedIn Learning. Once you are done with your work for the day, strike the right note playing with Natixis band or be part of a board games session. If that is too steady for you, meet your colleagues to catch some waves or sail the Douro river during golden hour.