About the jobAs 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 trainee would equally share his/her time across 2 teams: Discretionary Portfolio Management and Investment Risk.
The main mission of the Discretionary Portfolio Management (DPM) desk is to manage the portfolios of clients who 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).The mission of the Investment Risk team is to help and contribute to the set-up and development of the investment risk framework of the International Markets Products & Services platform. The IM Products & Services platform provides high-end expertise, investment services, and financial products to wealthy, sophisticated, and demanding private clients. It has a wide range of offerings and is positioned as a hub for the International Markets sites of Wealth Management.Your Main Activities AreTo assist and help the DPM and Investment Risk activities with the tasks and controls performed by the teams while keeping a drive for innovation and improvement of the existing framework.Assist the Investment Risk team with the control of investment policies and clients' interests.Launch Investment Risk controls under the MiFID II framework.Update and maintain Investment Risk databases and extracts with financial information.Maintain Investment Risk department procedures.Contribute to the preparation of the Business Monitoring report for DPM International markets.Support the team with the preparation of DPM marketing documentation related to the DPM activity including performance, risk asset class allocation, among others.Assist the DPM team with the preparation of the Switzerland Business Monitoring report aimed at DPM management.Enrich the DPM database with financial information related to Structured Products, sourced in Bloomberg.Contribute to the activities' continuous improvement.Profile and Skills to SuccessBachelor's degree in Finance or equivalent.Knowledge of financial instruments and investment services.Proficiency in Microsoft Office Pack (MS Excel, MS PowerPoint, and Access).Knowledge of Power BI, VBA, and SQL coding.Communication skills.Organizational skills.Attention to detail.Good analytical capacity, rigor, accuracy, dynamism, flexibility, and autonomy.Why joining BNP Paribas?Leading banking institution: BNP Paribas is the European Union's leading bank and a 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: BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex, or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity.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.Remote Working Conditions: At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy, and collaboration.To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal Please note that only applications submitted in English will be considered.In case you are selected for this role, further documentation will be requested to support your hiring process.Job ID: 48314767
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