What is this position about?

Marketing Associate is responsible for providing adequate support to Relationship Managers and Clients in handling day-to-day operation processes including but not limited to below responsibilities. The primary activities performed by this role are all to be done on premises.  

• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management 
• Administrative support

Note: The above-mentioned duties can also be carried out in new ways of working model (Work-from-Home), subject to compliant to the Group’s Flexi Working Guideline. 

What would your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

Execution and Transactions Processing

• Receive orders and instructions directly from clients.
• For certain product 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.
• Train Marketing Associate (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.

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 client meetings with RMs.
• Prepare documentations for client portfolio reviews and valuations.
• Assist RMs to prepare meeting and presentation materials.

Relationship Manager Support in Client Relationship Management

• Support Relationship Manager in preparing investment advisory related documents 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 relationships) and loan utilization.

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/compiling call reports.
• Assist managers in account opening and onboarding process.
• Assist in processing credit approvals, Target KYC Profile 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.  
• Comply with internal guidelines.
• Responsible for escalating all incidents / complaints according to relevant policies.

What is required for you to succeed?

• Client-focused with good communication skills
• A team player with good initiative and team spirit
• Good report writing skills
• Familiar with Word Processing, Excel and PowerPoint
• Familiar with Wealth Management systems
• Relevant language skills

Required education/certification/licenses

• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators, e.g license requirement.