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Wealth Management - Marketing Associate / Senior Marketing Associate

Job type
Permanent
Schedule
Full time
Job Function
Client relationship management Marketing
Brand
BNP Paribas Wealth Management
Level of experience
I am an experienced professional
Location
Singapore, Singapore
Apply (REF: 12351630)
Last update 23.08.2024
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 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

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 valuation
  • Assist RMs to prepare meeting and presentation materials

Relationship Manager Support in Client Relationship Management
  • Support Relationship Manager in providing investment advisory 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 relationship) and loan utilization
  • Whenever possible, to identify opportunities to expand client assets.

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 onboarding 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 FAA and SFA requirements in the discharge of duty as Senior MA and as an employee of the Bank.
  • Comply with internal guidelines
  • Responsible for reporting all incidents according to the Incident Management System

Qualifications - External

  • Good report writing skills
  • Familiar with Word Processing, Excel and PowerPoint
  • Familiar with Wealth Management systems
  • Minimum 5 years’ relevant working experience in finance and banking industry
  • Must fulfill the fit and proper criteria of relevant regulators
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Why should I apply?

Basically, why would you want to join BNP Paribas over any other company?

BECAUSE YOU'RE THE KIND OF PERSON WHO WANTS...

  • What if we told you that working in our Group isn’t quite what you might think? At BNP Paribas, we do a multitude of different jobs that are constantly evolving to meet the expectations of our clients and society as a whole. Whether through everyday tasks or major projects, doing one of our jobs means making a personal commitment to taking sustainable action.

  • Feeling good about your job means bringing your whole self to work and being who you are. It’s also about having the resources you need to achieve a healthy work-life balance. Both of these are major commitments at BNP Paribas.

  • At BNP Paribas, developing your skills is as important to us as it is to you. And the skills you learn with us will help you through the rest of your working life.

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