Export RSS des offres - Seulement les offres à la une : Non / Zone géographique : Océanie / Pays : Europe-->Portugal

2026-109262 - Conseiller en Investissement H/F

Tue, 26 May 2026 13:55:24 Z

Type de métier : Types de métiers Crédit Agricole S.A./Commercial / Relations Clients
Type de contrat : CDI
Description du poste :
Au sein de la filiale de CFM Indosuez Wealth Management, CFM Indosuez Conseil en Investissement Nouméa, le Conseiller Investissement, spécialiste du conseil patrimonial assurera les missions suivantes : Acquisition et entretien d’une clientèle de personnes physiques ou contreparties (tiers-gérants) sur la zone géographique de la Nouvelle-Calédonie ; Conseils sur la constitution, la gestion et le développement de leur patrimoine ; Promotion des services et produits de la banque en s'appuyant sur des équipes d'experts..

Ville : Nouméa
Niveau d'études minimum : Bac + 5 / M2 et plus

2025-105560 - Head of Compliance – Portugal (M/F) H/F

Mon, 27 Oct 2025 13:06:33 Z

Type de métier : Types de métiers Crédit Agricole S.A./Conformité / Sécurité financière
Type de contrat : CDI
Description du poste :
Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole Group, the world’s 9th largest bank by balance sheet (The Banker 2024). For over 150 years, Indosuez has supported private clients, families, entrepreneurs and investors in managing and developing their wealth. With nearly 4,500 employees in 16 locations worldwide and around €200 billion in client assets, Indosuez is one of Europe’s leading wealth management groups. Indosuez Wealth Management in Europe Headquartered in Luxembourg, Indosuez Wealth (Europe) serves international clients through its branches and subsidiaries across the continent, complementing the Group’s presence in France, Monaco and Switzerland. Its European network includes teams in Spain (Madrid, San Sebastian, Bilbao, Valencia, Seville), Italy (Milan, Rome) and Portugal (Lisbon). Job Summary Reporting to the Chief Compliance Officer in Luxembourg, the Head of Compliance ensures that the Lisbon Branch operates in full compliance with applicable laws, regulations and internal policies. Main Responsibilities Ensure the branch’s activities comply with local regulations and Group policies, adapting governance texts to local requirements. Oversee financial security processes: AML/CFT, fraud prevention, conflict of interest, insider information, sanctions and data protection. Perform compliance risk assessments and implement appropriate control frameworks and monitoring programs. Promote a strong compliance culture within the branch, advising and training staff on relevant topics. Supervise compliance controls, validate risk mappings, and follow up on recommendations and corrective actions. Prepare and submit required internal and regulatory reports in a timely manner. Manage client complaints in accordance with regulations. Liaise with local regulators and authorities, representing the bank in coordination with the General Manager and the Chief Compliance Officer. Contribute to transversal projects impacting operations and regulatory frameworks (MiFID II, IDD, ESG, ethics, etc.). Implement Group compliance tools and ensure alignment with Head Office standards. This position offers an opportunity to play a key role in maintaining the highest ethical and regulatory standards, within a leading European wealth management group combining global reach and local expertise.

Ville : Lisbon
Niveau d'études minimum : Bac + 5 / M2 et plus

2025-102207 - Client Data Support Officer H/F

Thu, 02 Oct 2025 07:02:59 Z

Type de métier : Types de métiers Crédit Agricole S.A./Administration / Services Généraux
Type de contrat : CDI
Description du poste :
Your Key Responsibilities: Join the Client Data team, where you'll play a pivotal role in maintaining and updating the KYC (Know Your Customer) database. You’ll oversee the administrative management of client files throughout the Client Life Cycle, ensuring compliance with the Bank’s standards and regulations during both onboarding and periodic reviews. Your Mission Will Include: Reviewing and validating client-provided documents, ensuring all information is correctly inputted into the Bank’s systems. Keeping customer files up-to-date and fully compliant with the Bank’s requirements throughout the life of their account. Ensuring strict adherence to the Bank's internal procedures and regulatory standards. Managing administrative tasks linked to client documentation, such as encoding, verification, and archiving. Maintaining the accuracy, quality, and completeness of all customer file documentation.

Ville : Lisbon
Niveau d'études minimum : Bac + 2 / L2