İçeriğe atla

Genel Bilgiler

Ref No.
12352734
Ülke
Singapur
Şehir
Singapore
Sözleşme tipi
Sürekli
Meslek Ailesi
F01 - SALES DEVELOPMENT
Alanda gerekli tecrübe
Tecrübeli

Açıklama

Position Purpose

  • Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism
  • 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 management and in line with the professional ethics and guidelines established by BNP Paribas (“the Bank”) from time to time


Key Responsibilities

  • Meet annual goals / budgets set by manager for the team and self (if applicable)
  • Develop existing and new relationships
  • Adhere to client coverage framework. Know all clients in the team, as well as to engage all their clients on a regular basis
  • 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
  • Contribute to the definition and implementation of WM Asia’s strategies and goals
  • Contribute to the recruitment, performance management and career development of the team

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 Wealth Management experience
  • Team Management experience is preferred
  • Must fulfill the fit and proper criteria of relevant regulators
  • Relevant language skills