Junior Client Relationship Officer | CSG
About this role
Natixis in Portugal is currently seeking a Junior Client Relationship Officer to join its CSG (Client Support Group) department.
Reporting to the CSG team, you will act as the key reference point for the analysis and validation of the ESG (Environmental, Social and Governance) component of KYC (Know Your Customer) files.
Main Responsibilities:
1. Assessing eligibility and processing the ESG questionnaire:
• Determine clients' eligibility for the ESG questionnaire during the various stages of the client relationship: Onboarding (new clients), Periodic Reviews, and Event-Driven Reviews. • Complete and validate the ESG questionnaire sections assigned to CSG.
2. Managing risks and restrictions:
• Verify the sector policies and restrictions applicable to the client. • Retrieve and document the counterparty’s reputational risk level in accordance with Natixis' internal policies.
3. Running and monitoring the ESG Workflow (KYC tool):
• Ensure the operational follow-up of the process workflow, which is partially automated via the KYC tool's AI. • Perform the required manual actions and conduct first-level controls on the consistency and accuracy of the data generated by the AI.
4. Managing escalations and coordination:
• Collaborate closely with the ESG Risk teams in the event of an escalation. • Act as the first-level contact for Front Officers regarding any questions related to the ESG journey of their files.
Hard Skills:
• Bachelor's or Master's degree in a relevant area. • Proficiency in English (mandatory).
Soft Skills:
• Good interpersonal skills and proactive mindset. • Great communication skills and analytical capacity.
We will only consider CVs in English.
Our workplace reflects the vibrant spirit of our locations, with initiatives such as a Green Transportation Budget, electric bikes and a flexible Hybrid Work Policy. We promote wellbeing through the Honolulu Wellness Club, a Prayer Room, a Lactation Room, and themed Villages that inspire creativity and collaboration. Through our ESG and DEI strategies, we are committed to being inclusive, caring, and fair, ensuring every voice is heard and valued.