Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism
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 management and in line with the professional ethics and guidelines established by BNP Paribas (the Bank) from time to time
Key Responsibilities
Meet annual goals / budgets set by manager for the team and self (if applicable)
Develop existing and new relationships
Adhere to client coverage framework. Know all clients in the team, as well as to engage all their clients on a regular basis
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
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 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
Minimum Requirements
University degree
Relevant Wealth Management experience
Team Management experience is preferred
Must fulfill the fit and proper criteria of relevant regulators
