- Singapore
Kerja Sepenuh Masa, Wealth Management - Relationship Manager - Senior Relationship Manager di BNP Paribas - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Position Purpose
- Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis
- Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Adhere to client coverage framework to involve line management in regular client engagement
- Execute pricing discipline as per minimum pricing guidelines
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- 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 including credit facilities is at all times correct and appropriate
- Maintain good level of knowledge of the Bank’s systems and regulatory environment
- Financial Security
- Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures, and the summary of responsibilities list attached hereto
- 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, such as Control Plan
- 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
- University degree
- Relevant banking experience
- Must fulfill the fit and proper criteria of relevant regulators
- Relevant language skills to service clients in the respective target markets
Peringatan Penting
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