RELATIONSHIP MANAGER - EWM
YOUR TEAM & MISSION
Develop partnerships with External Wealth Managers (EWM) by defining and piloting a robust commercial action plan based on local market expertise and an offering that covers products and services marketed by BNPP's Wealth Management department.
YOUR WORKDAY
Marketing and sales
- Designing and implementing a marketing strategy to develop relationships with EWM and generate new business.
- Build a base of EWM prospects and increase market share.
- Design a commercial action plan for each EWM.
- Meeting EWM needs by keeping a regular contact with the EWM, following-up on the commercial action plan and comparing the results of plan with the assigned revenues and NNC targets.
- Involving specialists from other divisions to improve customer service.
- Cross-selling other products and services offered by the bank (investment banking, asset management, etc.).
- Opening new accounts by ensuring that the required documentation has been obtained.
- Ensuring strict compliance with cross-border rules in all interactions with the EWM and end-clients/prospects.
- Promote digital services among EWM
Profitability
- Participating in defining a commercial action plan to meet to overall commercial targets set by the business.
- Managing the annual budget to ensure that the commercial targets are met.
- Piloting relationships with EWM and seek solutions on its own initiative to meet their clients' financial needs and goals.
Risk management
- Accountable for managing the risks on their portfolio: suitability, operational, cross-border, compliance and documentation.
- Ensuring that procedures are followed in the customer and EWM relationship management.
- Ensuring compliance with the code of conduct.
- Completing mandatory trainings on time.
Servicing
- Ensuring end-customer and EWM satisfaction at all times and escalating when appropriate.
- Detecting potential customer problems and communicating them to management when appropriate.
- Providing constructive feedback to relevant product, service and operations teams.
- Establishing and maintaining open communication with all commercial and operations teams of the bank.
YOUR PROFILE & SKILLS
- Proficiency (written and oral) in Italian and English. Knowledge of additional languages, is an advantage .
- Strong knowledge of financial markets and instruments.
- Talent for sales and marketing.
- Ability to work in a multicultural team.
- Strong oral and written communication skills.
- High ability to solve problems.
- Thorough knowledge of all products and services offered by the Wealth Management Department, including risk rules, guidelines and procedures.
- Understanding of and compliance with regulatory requirements in the marketing of the Bank’s products and services.
- Ability to manage time effectively.
Experience:
- Five to seven years of experience in financial services in a client relationship management role and a university degree.
- Additional and continuous development in finance subjects.
WHY JOIN US?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.
In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.
Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.
NB: all terminologies apply in both the feminine and the masculine.
