Discretionary Portfolio Management Officer

Discretionary Portfolio Management Officer

Bnp Paribas 2



Discretionary Portfolio Management Officer

Detalhes da Vaga

BNP Paribas is a leading European bank with an international reach. It has a presence in 72 countries, with more than 202,000 Employees - including more than 154,000 in Europe and over 5,000 in Portugal alone.

BNP Paribas is present in Portugal since 1985, having been one of the first foreign banks to operate in the country. Today, BNP Paribas has several entities operating directly in this territory, offering a wide range of integrated financial solutions to support its clients and their businesses.

Worldwide, the Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance.

As 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).

We are currently reinforcing this team and we are looking for a:


The main mission of the Discretionary Portfolio Management (DPM) desk in to manage the portfolio of clients whom 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 main mission of the DPM senior officer is to support the DPM operations from Switzerland and Luxembourg hubs, namely:

Assuring the management of the portfolios under DPM mandate according to the investment policies and procedures.

Adapting, applying and controlling the investment policies.

Servicing and client reporting.


Provide support in the activities related to portfolio management: manage administrative tasks, update databases and manage cash accounts and payment instructions.

Transpose portfolio manager's orders to systems, making sure they are executed according to the procedures in place.

Assist on the administrative tasks related to opening and closing DPM mandates.

Support the administrative operations linked to the update of client's investment profiles.

Guarantee the application of the investment policies and the respect of the investment universe.

Contribute to keep the databases that monitor DPM activities up-to-date.

Prepare investment proposals.

Prepare reports to clients on the performance of their portfolios.

Prepare investment proposals to be presented to clients.

Contribute to enhance operational efficiency and to continuously improve DPM activities.

Take active part in DPM investment strategy definition, by participating in DPM committees.


+5 years of experience in a similar position
Bachelor or Master's degree in Finance or equivalent

Knowledge of financial instruments and investment services

Specific knowledge on cross-asset portfolio management strongly valued

Excellent knowledge in Microsoft office tools, in particular Excel and Access

VBA coding capabilities are a strong plus

Excellent communication skills, verbal, written and listening in English. French is a strong plus
Strong interpersonal and analytical skills
Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility
Highly oriented to results

Capacity to synthetize / simplify

Ability to adapt to a fast pace and multi-cultural environment
Passion, tenacity and resilience in an ever-changing context

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.

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, 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. We strive to reflect the society we live in, while keeping with the image of our clients.

Fonte: Neuvoo3_Ppc



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