Загальна Інформація
Опис
Relationship Manager Middle East
This position will be based in Zurich.
Substantially develop the Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market (KSA & UAE) and a holistic offering of BNPP’s Wealth Management products and services.
YOUR WORK DAY
Marketing & Sales
- Demonstrate a track record of development of a base of prospective Key Clients and expand market share
- Develop a sales and marketing strategy for each KC prospect
- Answer client needs by maintaining a phone calls program , by regularly reviewing the plan/strategy and monitoring new business results with assigned revenues and NNC objectives
- Involve our group’s specialists from other divisions in order to improve our client service
- Follow the KC Central commercial policy apply to this segment and promote the KC central offering (events, Next Gen, Dedicated offering, Management Meetings & interviews, dedicated business KC reviews etc) to all the KC Client
- Review client portfolios with the defined targets and act as a trusted financial advisor by presenting diversified strategies and using the full range of BNPP’s Wealth Management products and services
- Cross-selling of other products and services offered by the Bank (e.g., Investment Banking, Asset Management), especially for Strategic clients
- Ensure that current clients and prospects meet the Bank’s client suitability standards
- Open new accounts by ensuring that the proper documentation has been obtained
- Ability to travel extensively.
Profitability
- Contribute to the target setting process to ensure that financial goals are achieved.
- Manage annual asset, revenue and expense budget to ensure that financial targets are met
- Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Service
- Maintain ongoing client satisfaction
- Identify client issues and inform the management as appropriate
- Provide constructive feedback to the concerned product, service, and operational areas
- Establish and maintain open lines of communications with all the business and functional areas of the Bank
- Strictly respect bank procedures and ensure an efficient risk monitoring as a first line of defence
Risk management
- Responsible for managing the risks of its goodwill: suitability, operational, cross-border, compliance and documentation
- Ensures that procedures are followed in managing the client relationship
- Ensures compliance with the code of conduct
YOUR PROFILE & SKILLS
Knowledge & skills :
- Multi-lingual (written and oral):(Must English and Arabic)
- Strong knowledge of financial instruments and markets
- Strong sales and marketing skills
- Ability to work within a multicultural team
- strong written and oral communication skills
- Great capacity to resolve problems
- Large knowledge of all Wealth Management products and services including risk policies, guidelines and procedures
- Complete understanding and adherence of regulatory requirements when marketing the Bank’s products and services
- Ability to demonstrate good time management skills
Experience :
- financial services experience in a client maintenance role; university degree
- Further education in financial markets of advantage
- CWMA certification
WHY JOIN US?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.
In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.
Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.
NB: all terminologies apply in both the feminine and the masculine.