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 of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time.
What would your typical day at BNPP Paribas look like?
Direct 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 the Bank 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
Contributing Responsibilities
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 attached hereat.
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 and internal guidelines
- Responsible for ensuring direct reports comply with regulatory requirements and internal guidelines
- Responsible for reporting all incidents according to the Incident Management System
What is required for you to succeed?
Minimum Requirements
University degree
Relevant banking experience
Experience Level (in Years) : 10
Must fulfill the fit and proper criteria of relevant regulators
Relevant language skills
Required education/certification/licenses
University degree
Relevant banking experience
Must fulfill the fit and proper criteria of relevant regulators
Relevant language skills
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.
