Corporate Coverage Trainee

About the Job

• The Corporate Coverage Trainee will work with the Coverage Portugal and Local Business to actively develop the franchise with an objective to increase the Business Line Revenues

Your Main Activities Are

• Support of Coverage Portugal and Local Business (Cash Management and Trade)
• Reports and statistics to Head of Team and members
• Support in the management of the clients portfolio, including but not limited to:
• Assist in client relationship ensuring commercial follow-up on initiatives launched
• Mailing and check on quick responses to clients
• Take an active role in preparing Know Your Client (KYC) procedures in cooperation with Relationship Manager (RM)
• Initiation and preparation of onboarding/recertification KYC processes, understanding the purpose of each client onboarding or recertification request and, if need be, explains BNP Paribas KYC process to the client liaising with the Due Diligence Team (DDT)
• Take an active role in preparing Environmental, Social and Governance (ESG) assessments and Clients Action Plans in cooperation with the banker
• Organize and ensure minutes for the regular meetings and action plans with other business lines
• Ensure invites and follow-ups on internal initiatives( eg:. In-person or virtual conferences, etc.)
• Data Intelligence by helping cleaning client lists, contacts, Customer Relationship Management (CRM) lists, keeping archive of selected clients, following up on credit approvals and contracts
• Help respond to Request for Proposal (RFP) questions or proposals related to Portugal and pricing validation
• Attend, if necessary, meeting with clients and accompany them with their daily cash management business
• Prepare client pitches and commercial material and take the responsibility for following up on action points until completion
• Perform data input such as reporting, pricing, etc.
• Constantly evaluate and understand customer banking practices and trends in the market

Profile and Skills to Success

• Masters degree in Management, Finance, Economics or Accounting
• Knowledge of Finance
• Fluency in English (both oral and written)
• Client relationship and communication skills
• Critical thinking and analytical ability
• Ability to collaborate with others and to work with strict deadlines

#LI-Hybrid Why joining BNP Paribas?

• Leading banking institution

BNP Paribas is the European Unions leading bank, and 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 Groups 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 Groups 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. We strive to reflect the society we live in, while keeping with the image of our clients.

• 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. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

• 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 modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices. 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.