Account Specialist, Wealth Management

1 week ago

Singapore BNP Paribas Full time
In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860.

Currently with over 18,000 employees* and a presence in 13 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs.

It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and consumer financing through strategic partnerships.

Worldwide, BNP Paribas has a presence in 68 markets with more than 193,000 employees.

It has key positions in its three main activities:

Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors.

Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.

- excluding partnerships


At BNP Paribas, we passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued, respected and can bring their authentic selves to work.

We prohibit Discrimination and Harassment of any kind and our policies promote equal employment opportunity for all employees and applicants, irrespective of, but not limited to their gender, gender identity, sex, sexual orientation, ethnicity, race, colour, national origin, age, religion, social status, mental or physical disabilities, veteran status etc.

As a global Bank, we truly believe that inclusion and diversity of our teams is key to our success in serving our clients and the communities we operate in.


POSITION PURPOSE:


Account Management team plays a critically important role in partnering and supporting Front-Office to onboard clients, open new accounts (which is a business strategic priority) and to manage the client account lifecycle (KYC review).

Account Specialists will thus work closely with Relationship Managers and with other stakeholders such as Client Management and Compliance to ensure that the whole client account lifecycle management is performed consistently, in compliance with regulatory and internal policies, and at the same time in an efficient manner, notably with a high level of quality and a quick turn-around time.

Account Specialists may be in direct contact with the clients in order to smoothen the entire flow and attain a seamless client experience, in coordination and under the close supervision of the relevant RMs.

In terms of process, Account Specialists will act as the 1st level ("Maker"), while Client Management will be the checkers.

The Account Management team is under the COO domain, and has a strong link with Clusters / Markets.

Responsibilities

Account Opening / Account Review
Ensure that the onboarding and review requirements are in accordance to Bank's AML/KYC standards and regulatory requirements

Ensure the relevance and completeness of KYC information (in partnership with the RM) and performs appropriate due diligence checks and information searches

Review and corroborate KYC information submitted by RM or directly from the client

Assist the RM in completing the call reports related to Account Management matters

Follow up with the RM on client onboarding/client review related matters and for escalated/prioritized cases

Client contact & Administrative support for Account management matters only
Answer clients' phone calls in a professional and prompt manner; ensure proper follow-up until the enquiries are addressed. Have an appropriate understanding of the client's background

Meet clients (under RM supervision) and/or provide assistance in organizing client meetings for account management matters only

Prepare documentation for clients with a high standard of care and diligence

Lodge promptly and accurately the contact reports, get them reviewed by the account manager/Team Head/Market Head (as and when applicable or required)

Take care of queries from internal/ external parties

Change Management Support
Prepare reports for management reporting to facilitate relevant reviews and strengthen the control procedures and process

Provide feedback and suggestions to relevant parties to improve the processes

Ensure RMs are informed on a need-to-know basis of any changes impacting the Account Management work processes

Control Aspects
Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities.

Comply with regulatory requirements and internal guidelines.

Responsible for reporting all incidents according to the internal policy

TECHNICAL & BEHAVIORAL COMPETENCIES:

Excellent interpersonal skills to manage relationships with various stakeholders and clients

Ability to be clien

  • Wealth Management Specialist

    1 month ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

  • Apex Wealth Management Internship

    2 months ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJob DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and...

  • Wealth Management Associate

    2 months ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

  • Wealth Manager

    4 weeks ago

    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

  • Wealth Manager

    3 weeks ago

    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

  • Wealth Manager

    1 week ago

    Singapore Vastus Wealth Pte Ltd Full time

    As Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...

  • Wealth Management Operations Specialist

    1 week ago

    Singapore HAYS SPECIALIST RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesYour new companyThis is a European bank with presence all over the globe.Your new roleEnable client activities through timely action on client requests with high precision Leverage leading technology tools to automate and improve efficiency Collaborate well with partners from various functions and come up with innovative solutions for...

  • Wealth Management Intern

    2 months ago

    Singapore Jordan Tan & Associates Wealth Management Full time

    Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

  • Wealth Management Intern

    3 weeks ago

    Singapore Jordan Tan & Associates Wealth Management Full time

    Description:Opening up 5 slots for an exclusive 9-DAY Wealth Management Internship.In just 9 Days, learn and experience far more than what you might in a 3-6 month long internship.Allowance from $ * for 9 days internshipInterns will be able to undergo training for:– Investment & financial market knowledge from the perspective of the top 1% of practitioners...

  • Account Specialist, Wealth Management

    1 week ago

    Singapore BNP Paribas Full time

    In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 18,000 employees* and a presence in 13 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a...

  • Account Specialist, Wealth Management

    1 week ago

    Singapore BNP Paribas Full time

    What is this position about?Within BNP Paribas Wealth Management, the Account Management team is responsible for the KYC due diligence on clients of the bank for onboarding and recertification of ultra/high net worth Private Banking individuals. The team plays a critically important role in partnering and supporting Front-Office to open new accounts (which...

  • Wealth Management Intern

    3 weeks ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and...

  • Wealth Management Intern

    2 months ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time) Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and...

  • Wealth Management Intern

    3 weeks ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and...

  • Wealth Management Intern

    2 months ago

    Singapore Wealth Asia LLP Full time

    Wealth Management Intern (Part Time)Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and...

  • Specialist in Claims Management and Sales Consultancy

    2 months ago

    Singapore THE SPECIALIST OPINION PRIVATE LIMITED Full time

    Roles & ResponsibilitiesWe are seeking a highly skilled and motivated Claims Specialist and Sales Consultant to join our team. The ideal candidate will be responsible for managing insurance claims for patients, ensuring accurate and timely processing while adhering to regulatory requirements and company policies. Additionally, the Claims Specialist will play...

  • Premier/Priority Wealth Manager

    1 month ago

    Singapore HAYS SPECIALIST RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesYour new companyThis organization, widely recognized on the international stage, holds a prominent position in the banking sector.Your new roleYou are required to manage clients’ assets, builds strong relationships, and ensures service quality. They conduct financial analyses, provide updates, manage investments, and advise on...

  • Wealth Manager

    1 week ago

    Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full time

    Roles & ResponsibilitiesFor all fresh graduates:What you will get from the career:Accelerated career growth with plenty of professional development opportunities. Nurturing work environment & staff welfare. Mentorship with industry professionals to develop diverse skillsets. Flexible work arrangements with attractive remuneration packages.What will you...

  • Wealth Management

    2 months ago

    Singapore CICC Full time

    Responsibilities As an Operation Specialist, you will play a pivotal role in ensuring seamless client service and providing administrative support to the Wealth Management department. Key responsibilities include but not limited to: 1. Serving as the primary point of contact for clients’ general inquiries on account opening, trading platform, and other...

  • Wealth Management

    3 weeks ago

    Singapore CICC Full time

    Responsibilities As an Operation Specialist, you will play a pivotal role in ensuring seamless client service and providing administrative support to the Wealth Management department. Key responsibilities include but not limited to: 1. Serving as the primary point of contact for clients’ general inquiries on account opening, trading platform, and other...