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Wealth Management - Senior Relationship Manager / Relationship Manager

Last update 23.08.2024

Position Purpose

  • 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

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 hereto
  • 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
Minimum Requirements
  • University degree
  • Relevant banking experience
  • Must fulfill the fit and proper criteria of relevant regulators
  • Relevant language skills
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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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