Wealth Management - Senior Marketing Associate/Marketing Associate

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 

• 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

• 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 fulfil the fit and proper criteria of relevant regulators