Marketing Associate is responsible for providing adequate support to Relationship Managers and Clients in handling day-to-day operation processes including but not limited to below responsibilities. The primary activities performed by this role are all to be done on premises.
Executions and pre/post transactions processing
Client marketing support
Change management support
Relationship Manager Support in Client Relationship Management
Administrative support
Note: The above-mentioned duties can also be carried out in new ways of working model (Work-from-Home), subject to compliant to the Group’s Flexi Working Guideline.
What would your typical day at BNPP Paribas look like?
Primary Role Responsibilities
Execution and Transactions Processing
Receive orders and instructions directly from clients.
For certain product types, quote prices to clients.
Ensure pre-trade due diligence checks.
Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check.
Capture executed deals in systems by cut-off time.
Ensure accuracy of capture to avoid incidents and dealing errors.
Train Marketing Associate (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.
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 client meetings with RMs.
Prepare documentations for client portfolio reviews and valuations.
Assist RMs to prepare meeting and presentation materials.
Relationship Manager Support in Client Relationship Management
Support Relationship Manager in preparing investment advisory related documents to clients, which is to be in line with Bank's views on each class of assets and within client's suitability profile.
Assist Relationship Manager to meet bank's target in terms of product placement (especially when there is a product promotion), new accounts (particularly for existing relationships) and loan utilization.
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/compiling call reports.
Assist managers in account opening and onboarding process.
Assist in processing credit approvals, Target KYC Profile 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.
Comply with internal guidelines.
Responsible for escalating all incidents / complaints according to relevant policies.
What is required for you to succeed?
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
Relevant language skills
Required education/certification/licenses
University degree
Minimum 4 years’ relevant working experience in finance and banking industry
Must fulfill the fit and proper criteria of relevant regulators, e.g license requirement.
About BNP PARIBAS
As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.
We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.
• BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
• BNP Paribas MixCity which fosters better representation of women at all levels of the organization
• Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
• BNP Paribas CulturAll which celebrates diverse backgrounds
BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.
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Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year
BNP Paribas Wealth Management
BNP Paribas Wealth Management supports entrepreneurs, family offices and high-net-worth individuals in their wealth management and financing projects. In Europe, BNP Paribas Wealth Management is developing its private banking activity alongside BNP Paribas’ commercial & personal banking entities. In all regions, notably in Asia, it also relies on the Corporate & Institutional Banking business lines to meet the most sophisticated needs of its entrepreneur clients. As part of its ongoing drive for innovation, BNP Paribas Wealth Management continues to enhance its range of digital solutions to provide a customised client experience. It also strives to complement its responsible offering to align with the convictions of each of its clients in terms of sustainability.
