Position Purpose

•    Executions and pre/post transactions processing

•    Client marketing support

•    Change management support

•    Relationship Manager Support in Client Relationship Management 

•    Administrative support

Responsibilities

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

•    Train Marketing Associate (“MA”) / Administration Assistants (“AA”) 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 clients 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 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

Technical & Behavioral Competencies

•    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

Specific Qualifications (if required)

• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators

Education Level:     Bachelor Degree or equivalent

Experience Level    At least 5 years

About BNP PARIBAS

BNP Paribas is a top-tier European and international banking establishment, with an uninterrupted presence in the APAC region since 1860 and in Australia since 1881. Combining global expertise and local know-how, BNP Paribas in Australia and New Zealand delivers solutions to our clients through Corporate and Institutional Banking and Asset Management - a bridge between corporate and institutional clients.

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

BNP Paribas MixCity which fosters better representation of women at all levels of the organization

Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas - Diversity & Inclusion Journey 

BNP Paribas - The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year