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Wealth Management - Marketing Assistant

Marque BNP Paribas Wealth Management
Niveau d'expérience 3 à 5 ans
Niveau d'études Niveau BAC+2/3
Postuler REF: SIN000120
Execution and Transactions Processing
  • Receive orders and instructions directly from clients
  • For certain products types, quote prices to clients
  • Ensure pre-trade due diligence checks
  • Ensure orders are properly executed and proceeded including but not limited to proper voicelog, suitability & credit limit check
  • Capture executed deals in systems by cut-off time
  • Ensure accuracy of capture to avoid incidents and dealing errors

Client Marketing Support

  • Appropriate understanding of client portfolio, background and investment needs
  • Coordinate and follow-up with invitees for marketing events organized by BNP Paribas (“the Bank”)
  • Organize clients meetings with RMs
  • Prepare documentations for client portfolio reviews and valuations
  • Assist RMs to prepare meeting and presentation materials

Change Management Support

  • Provide feedback to relevant parties to meet front office needs
  • Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes
  • Back up other MAs

 Administrative Support

  • Answer clients’ phone calls in a professional manner
  • Take care of queries from internal/ external parties
  • Assist managers in completing call reports
  • Assist managers in account opening and onboading process
  • Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
  • Assist RMs to prepare internal and external meetings materials

Control Aspect

  • Direct contribution to the Bank’s 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. Most importantly, to observe SFA requirements in the discharge of duty as MA and as an employee of the Bank
  • Comply with internal guidelines
  • Responsible for reporting all incidents according to the Incident Management System

Requirements:

  • Minimum 5 years of relevant working experience in finance and banking industry
  • Must fulfill the fit and proper criteria of relevant regulators
  • Client-focused with good communication skills
  • A team player with good initiative and team spirit
  • Good report writing skills
  • Familiar with Word Processing, Excel and PowerPoint
  • Familiar with Wealth Management systems
Primary Location: SingaporeJob Type: Standard / PermanentJob: MARKETINGEducation Level: Bachelor Degree or equivalent (>= 3 years)Experience Level: At least 5 years Behavioural competency: Attention to detail / rigorTransversal competency: Ability to understand, explain and support change