Wealth Management Professional
2 weeks ago
As a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships in a thoroughly professional manner.
Key Responsibilities
- Meet annual goals and budgets set by manager for the team and self
- Develop existing and new relationships
- Adhere to client coverage framework and engage all clients on a regular basis
- Execute pricing discipline as per minimum pricing guidelines
- 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 is 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 KYC responsibilities and duties
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
- 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
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