Retour à la liste des offres
Nous recherchons un

Relationship Manager / Senior Relationship Manager, Wealth Management

Marque
BNP Paribas Wealth Management
Niveau d'expérience
6 à 10 ans
Niveau d'études
Niveau BAC+2/3
Localisation
Hong Kong

About BNP Paribas in Asia Pacific (www.apac.bnpparibas)

In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 15,000 employees* and a presence in 14 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and consumer financing through strategic partnerships.

Worldwide, BNP Paribas has a presence in 74 countries with more than 190,000 employees. It 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. Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.  

BNP Paribas offers you an exciting career opportunity in an international, challenging business environment characterized by high pace and diversity with focus on creating valuable relations with our customers. We offer a competitive salary & benefits package and also an excellent work environment where you're valued as part of our team!

* excluding partnerships

 

 

Position

 

Relationship Manager / Senior Relationship Manager, Wealth Management

Position Purpose

  • Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis
  • Manage existing and new client relationships in a thoroughly professional manner with the full support management and in line with the professional ethics and guidelines established by BNP Paribas (" the Bank") from time to time

Key Responsibilities

  • Meet annual goals / budgets set by manager for self
  • Develop existing and new relationships
  • Adhere to client coverage framework to involve line management in regular client engagement
  • Execute pricing discipline as per minimum pricing guidelines
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
  • Cultivate and manage relationships with other areas of BNP Paribas to ensure to promote cross selling
  • Ensure product documentation including credit facilities is at all times correct and appropriate
  • Maintain good level of knowledge of the Bank’s systems and regulatory environment
 

Financial Security

Ensure compliance with Bank's policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list below:

Summary of SBO/SCBO Responsibilities pertaining to

Know Your Customer and AML/Sanctions Policies

The RM, when acting as SBO/SCBO:

  • must initiate the KYC on boarding process and is responsible to collect the KYC data (with support of the appropriate teams in charge of due diligence)
  • is primarily responsible for ensuring that customer due diligence has been completed to a satisfactory standard, and is kept up-to-date;
  • makes an assessment whether starting a new relationship or maintaining an existing relationship with a customer is appropriate, in respect of the reputation and the money laundering/terrorist financing/sanctions risks, irrespective of the possible type of business the customer is currently doing or intends to do with the bank. This assessment must be formalized in writing in the KYC package (qualitative SBO opinion describing the risks and their mitigants is mandatory in all cases);
  • uses the KYC scoring grid and his/her judgment to determine the sensitivity, assisted by the teams in charge of due diligence.  He/she provides the teams in charge of due diligence with the knowledge/details they need when contacts with customers is required;
  • submits the customer’s KYC file to the CAC (Customer Acceptance Committee), as may be required, and provides the CAC with all information and documentation it may require;
  • contributes to assess the relevance and appropriateness of offering and/or maintaining certain products and services of the Bank in view of the risk profile of the customer; 
  • contributes to the detection of any unusual and/or suspicious transactions by his/her customer with due reporting to a Compliance Officer;
  • and employs his/her best efforts to maintain a thorough knowledge of his/her customer from available documentary sources and regular direct contacts with them;
  • finally, he/she must keep the KYC up-to date in accordance with the Bank’s standards. In particular, he/she must trigger an ad-hoc review as soon as necessary, notably in case of becoming aware of any material adverse information in connection with any of their customers in the field of AML-CTF, in accordance with the relevant KYC policies and procedures.

Control Aspect

  • Direct contribution to BNPP operational permanent control framework
  • Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
  • Comply with regulatory requirements and internal guidelines
  • Responsible for ensuring team members comply with regulatory requirements and internal guidelines
  • Responsible for reporting all incidents according to the Incident Management System
 
 

Essential Technical Knowledge/Skills

  • Previous private banking experience is a must
  • Client-focused with excellent interpersonal and communication skills
  • Ability to discuss and have the knowledge of the full range of PBA products
  • Ability to expand client network
  • Familiar with procedures and documentation requirements
  • A team player with good initiative and team spirit
  • Good PC and English writing skills

Qualifications and Experience :

  • University degree
  • At least 7 years private banking experience including credit and marketing
  • Must fulfil the fit and proper criteria for SFC & HKMA

Competencies :

  • Familiar with activities in world’s bourses (foreign exchange market activities, stock exchange market activities)
Primary Location
HK-Hong Kong (HK)
Job Type
Standard / Permanent
Job
MARKETING
Education Level
Bachelor Degree or equivalent (>= 3 years)
Experience Level
At least 7 years
Behavioural competency
Client focused
Transversal competency
Ability to develop and leverage networks
Reference
WEA000480

Découvrez les métiers des fonctions transverses chez BNP Paribas

Intégrer des métiers comme les Achats, le Marketing ou bien les Ressources Humaines, c’est contribuer au bon fonctionnement du Groupe et à son rayonnement. Autant de spécialités et donc d’opportunités à découvrir !

En savoir plus

Pourquoi je candidaterais ?

Pour quelles raisons je rejoindrais BNP Paribas et pas une autre entreprise ?

Parce que je souhaite...

  • Et si on vous disait que travailler dans notre Groupe, ce n’est pas ce que vous croyez ? Chez BNP Paribas, on exerce une multitude de métiers qui évoluent en permanence pour être en phase avec les attentes des clientes et clients comme de la société.

  • Se sentir bien dans son job, c’est avant tout venir travailler comme on est.  C’est aussi avoir les moyens d’un bon équilibre entre sa vie professionnelle et sa vie personnelle. Deux engagements majeurs pour BNP Paribas.

  • Chez BNP Paribas, le développement de vos compétences est essentiel, pour vous comme pour nous. Et cela vous servira pour toute votre vie professionnelle.

En savoir plus