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Загальна Інформація

Код
199844100
Країна
Гонконг
Місто
Hong Kong
Тип контракту
Постійний
Сім'я посад
F19 - CUSTOMER RELATIONSHIP MANAGEMENT

Опис

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(s) (“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 clients meetings with RMs

    Assist RMs to prepare client reports, presentations and analysis as required to support RMs in their client meetings. 


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 

    Maintaining records of client interactions and transactional details 

    Assist with new client onboarding process which may include documentation collection and verification  

    Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions

    Assist RMs to prepare internal and external meetings materials

    Provide support for business development projects and other ad-hoc tasks as needed by the team


Conduct & Control Aspect

    Direct contribution to the Bank’s Conduct & Control framework

    Responsible for the implementation and complying with internal policies and procedures in day-to-day business activities 

    Comply with regulatory requirements. Most importantly, for appointed representatives under MAS, to observe FAA and SFA requirements in the discharge of duty as MA and as an employee of the Bank.

    Responsible for reporting all incidents and client complaints promptly

    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


About BNP PARIBAS


As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 


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