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Senior Professional Relationship Manager

ExperiencedNo visa sponsorship
BNP Paribas logo

at BNP Paribas

Investment Banking

Posted 2 days ago

No clicks

**Senior Professional Relationship Manager** acts as a pivotal point between Global Markets and risk/compliance frameworks, safeguarding the Bank through KYC, commercial activity monitoring, and risk management. This role requires **experience in relationship management** within financial services and proven **project management skills** for strategic automation and AI integration. Key responsibilities include client understanding, ensuring regulatory compliance, and driving operational efficiency. Required qualifications are a **Bachelor’s degree** in relevant fields, excellent **communication skills** in English, 5-8 years of experience, and knowledge of programming languages and AI.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Portugal

Full Job Description

About the job

  • The Professional Relationship Management (PRM) team acts as the critical nexus between Global Markets and the Banks risk/compliance frameworks. The PRM serves as the dedicated Relationship Manager (RM) for a specific client portfolio, with a primary mandate to protect the Bank by securing the Know-Your-Client (KYC) process, monitoring commercial activities, and overseeing risk management. The role ensures strict adherence to suitability, appropriateness, and Front Office regulatory obligations while driving operational efficiency through the adoption of cutting-edge technologies and AI

Your Main Activities Are

  • Digital Transformation & AI Integration: Strategic Automation including drive the integration of automation and AI within the PRM processes to eliminate redundancies and optimize manual processes; Project Lifecycle Management as per example design, propose, and execute value-add projects for the global PRM scope; establish and maintain Project Management dashboards with clear KPIs, milestones, and delivery metrics and Governance that includes actively contribute to the PRM governance framework regarding AI and automation initiatives. 
  • Ensure a deep & comprehensive client understanding including commercial activities with the Bank  such as: Maintain overall oversight of the client, such as strategy, financials, personnel changes, etc ; Keep up-to-date with commercial activities between the client and the Bank ; Proactively share this information with Sales & relevant internal stakeholders for firm-to-firm connectivity as well as to facilitate business decisions such as: offboarding, RM reallocation, transaction profile, etc. and ensure CRM is up-to-date and is being contributed by him/herself and/or by relevant Sales 
  • Ensure KYC responsibilities as RM 
  • Ensure Client Risk Management & Front Office Regulatory & Conduct Duties 
  • Ensure effective client experience  

Profile and Skills to Success

  • Bachelors Degree in Management, Finance or Law
  • Excellent communications skills in English, both written and oral
  • Between 5 to 8 years of experience in relationship management or clientfacing roles within financial services
  • Relevant experience/knowledge on Project Management, with proven record of achievements. 
  • Good knowledge of programming languages and comfortable with AI adoption and risks. 
  • Influences and supports members of the PRM team by leading in decision making and approach where problems are more complex and require sophisticated analysis or experience.  Escalates or point of escalation where necessary. 
  • Demonstrate good technical understanding of Global Markets activities and products and actively promotes the market and area of expertise outside of the bank to key stakeholders 

About the Team

  • BNP Paribas Global Markets business offers a broad range of products and services in the global interest rates, credit, currency, equities & commodity markets. Global Markets help their franchise of clients find effective ways to raise and invest capital as well as manage their exposure to risk. Their client base comprises of hundreds of corporations, institutional investors, banks, governments and supranational organizations
  • Global Markets has the scale and reach to conduct business anywhere in the world and deliver products denominated in almost all of the worlds currencies. Their global network comprises more than 3,000 professionals working on our six main trading floors in London, Hong Kong, New York, Paris, Singapore and Tokyo. They are supported by regional offices throughout Europe, the Americas, Middle East and Asia-Pacific

#LI-Hybrid

Why joining BNP Paribas? 

BNP Paribas, the European leader in banking and financial services in Europe, operates in 64 countries and has nearly 180,000 employees. The Group is structured around three operating divisions. Its business lines cooperate closely, as part of our integrated model, to meet the needs of all our clients in a coordinated manner:

  • Corporate & Institutional Banking (CIB), connects corporate clients needing financing and institutional clients looking for investment opportunities;
  • Commercial, Personal Banking & Services (CPBS), brings together all the Groups commercial & personal banking and several specialised businesses;
  • Investment & Protection Services (IPS), combines a unique continuum of products and services across protection, saving, investment and real-estate.

Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centres providing value-added services to various countries where the BNP Paribas Group also operates.

Diversity and Inclusion Commitment

BNP Paribas ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Groups Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility - Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:

  • Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees;
  • Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employees participation, creating space for different voices to be heard.

To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.

Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices. 

Commitment towards work/life balance

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees wellbeing and promote a culture of good integration between work and personal life. 

To find out more on why you should join BNP Paribas please read our Employee Value Proposition(Opens in a new tab) and our Career path page(Opens in a new tab).

* 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.

Senior Professional Relationship Manager

Compensation

Not specified

City: Not specified

Country: Portugal

BNP Paribas logo
Investment Banking

2 days ago

No clicks

at BNP Paribas

ExperiencedNo visa sponsorship

**Senior Professional Relationship Manager** acts as a pivotal point between Global Markets and risk/compliance frameworks, safeguarding the Bank through KYC, commercial activity monitoring, and risk management. This role requires **experience in relationship management** within financial services and proven **project management skills** for strategic automation and AI integration. Key responsibilities include client understanding, ensuring regulatory compliance, and driving operational efficiency. Required qualifications are a **Bachelor’s degree** in relevant fields, excellent **communication skills** in English, 5-8 years of experience, and knowledge of programming languages and AI.

Full Job Description

About the job

  • The Professional Relationship Management (PRM) team acts as the critical nexus between Global Markets and the Banks risk/compliance frameworks. The PRM serves as the dedicated Relationship Manager (RM) for a specific client portfolio, with a primary mandate to protect the Bank by securing the Know-Your-Client (KYC) process, monitoring commercial activities, and overseeing risk management. The role ensures strict adherence to suitability, appropriateness, and Front Office regulatory obligations while driving operational efficiency through the adoption of cutting-edge technologies and AI

Your Main Activities Are

  • Digital Transformation & AI Integration: Strategic Automation including drive the integration of automation and AI within the PRM processes to eliminate redundancies and optimize manual processes; Project Lifecycle Management as per example design, propose, and execute value-add projects for the global PRM scope; establish and maintain Project Management dashboards with clear KPIs, milestones, and delivery metrics and Governance that includes actively contribute to the PRM governance framework regarding AI and automation initiatives. 
  • Ensure a deep & comprehensive client understanding including commercial activities with the Bank  such as: Maintain overall oversight of the client, such as strategy, financials, personnel changes, etc ; Keep up-to-date with commercial activities between the client and the Bank ; Proactively share this information with Sales & relevant internal stakeholders for firm-to-firm connectivity as well as to facilitate business decisions such as: offboarding, RM reallocation, transaction profile, etc. and ensure CRM is up-to-date and is being contributed by him/herself and/or by relevant Sales 
  • Ensure KYC responsibilities as RM 
  • Ensure Client Risk Management & Front Office Regulatory & Conduct Duties 
  • Ensure effective client experience  

Profile and Skills to Success

  • Bachelors Degree in Management, Finance or Law
  • Excellent communications skills in English, both written and oral
  • Between 5 to 8 years of experience in relationship management or clientfacing roles within financial services
  • Relevant experience/knowledge on Project Management, with proven record of achievements. 
  • Good knowledge of programming languages and comfortable with AI adoption and risks. 
  • Influences and supports members of the PRM team by leading in decision making and approach where problems are more complex and require sophisticated analysis or experience.  Escalates or point of escalation where necessary. 
  • Demonstrate good technical understanding of Global Markets activities and products and actively promotes the market and area of expertise outside of the bank to key stakeholders 

About the Team

  • BNP Paribas Global Markets business offers a broad range of products and services in the global interest rates, credit, currency, equities & commodity markets. Global Markets help their franchise of clients find effective ways to raise and invest capital as well as manage their exposure to risk. Their client base comprises of hundreds of corporations, institutional investors, banks, governments and supranational organizations
  • Global Markets has the scale and reach to conduct business anywhere in the world and deliver products denominated in almost all of the worlds currencies. Their global network comprises more than 3,000 professionals working on our six main trading floors in London, Hong Kong, New York, Paris, Singapore and Tokyo. They are supported by regional offices throughout Europe, the Americas, Middle East and Asia-Pacific

#LI-Hybrid

Why joining BNP Paribas? 

BNP Paribas, the European leader in banking and financial services in Europe, operates in 64 countries and has nearly 180,000 employees. The Group is structured around three operating divisions. Its business lines cooperate closely, as part of our integrated model, to meet the needs of all our clients in a coordinated manner:

  • Corporate & Institutional Banking (CIB), connects corporate clients needing financing and institutional clients looking for investment opportunities;
  • Commercial, Personal Banking & Services (CPBS), brings together all the Groups commercial & personal banking and several specialised businesses;
  • Investment & Protection Services (IPS), combines a unique continuum of products and services across protection, saving, investment and real-estate.

Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centres providing value-added services to various countries where the BNP Paribas Group also operates.

Diversity and Inclusion Commitment

BNP Paribas ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Groups Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility - Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:

  • Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees;
  • Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employees participation, creating space for different voices to be heard.

To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.

Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices. 

Commitment towards work/life balance

Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees wellbeing and promote a culture of good integration between work and personal life. 

To find out more on why you should join BNP Paribas please read our Employee Value Proposition(Opens in a new tab) and our Career path page(Opens in a new tab).

* 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.