Wealth Management

2 weeks ago

Singapore BNP Paribas Full time

**Responsibilities**:

- Providing holistic portfolio advisory services with a strong focus on portfolio reviews and investment advice across asset classes/solutions in line with WM investment themes & proper risk management considerations (client suitability, cross-border, market volatility, etc.
- Partnering with RMs to ensure a more disciplined & consistent portfolio review process, delivering investment recommendations & occasional joint client calls/meetings
- Engaging with multiple stakeholders (RMs, IS, Middle & Bank office) to ensure optimal client portfolio experience, cross-sell products/solutions and maximize business potential
- Product shelf management support to ensure optimal service delivery across bank’s tools, identifying & improving the bank’s tools, processes and overall efficiency, business reporting
- Ensure all investment activities are done accurately and fairly handled and in accordance to regulations & Management policies.
- Inform and Escalate issues to Management regarding irregularities in all investment activity, including trading and incidents
- Maintain proper audit trails
- Products: full range of listed and OTC products except Futures contracts and life policies

**Requirements**:

- Financial market knowledge and product expertise (multi asset class and good market awareness) with experience in various market cycles
- Principles of portfolio management, portfolio diversification, asset allocation and risk management
- Ability to decipher complex portfolios, curate solutions, connect well with RMs/clients
- Knowledge of Microsoft Excel, Microsoft Access and Microsoft Powerpoint
- Knowledge of coding (VBA), manipulating large dataset (SQL) is a plus
- Good understanding of regulatory requirements
- Client focus, good communication and presentation skills, analytical skills, organizational skills, creativity & innovation, results-driven
- Minimum 5-10 years of relevant financial market and/or investment advisory experience
- Strong communication skills in English, Mandarin
- Knowledge and experience in coding (VBA), manipulating large dataset (SQL) is a plus

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