Summary of the role 

 The Financial Reporting Manager manages a team responsible for managing the overall delivery of regulatory reporting and tax services to all our Asset and Fund Services clients.  

All services delivered by this team are required to consider current legislative and regulatory requirements and they must comply with operational risk guidelines. The team is involved in all major projects and transitions, as well as the investigation, management and resolution of any client queries and issues which are directed to the team.

Principal Role Accountabilities
  * Manage the Senior Financial Accountants to facilitate them to act as the operational contact for a group of allocated clients and to participate in client service level reviews and other ad-hoc meetings. Act as the escalation point for the Senior Financial Accountants at these reviews and meetings
* Ensure that allocated client profiles are managed and agreed with all the relevant stakeholders (including clients and fund administration).
  * Ensure that deliverables to clients are delivered accurately and on time in accordance with agreed Service level agreements (SLA). 
  * Ensure that client queries are resolved in a timely manner and that any issues are escalated to the Head of Financial Reporting & Tax Services. 
  * Ensure testing of templates, processes and system changes are completed accurately and on time to ensure compliance with current legislation and internal policies. 
  * Provide transitions support towards the setting up of new portfolios or restructures as per client instructions. 
* Perform formal supervision and controlled self-assessment testing of procedures and deliverables with our agreed risk management framework.
  * Participate and actively drive initiatives aimed at improving efficiency and reducing operational risk within the business. 
  * Provide training and development to staff within the team and be able to manage their expectations and development over time. 
  * Support the wider team at peak periods and act as the operational cover for other staff, including other team managers within Financial Reporting.

 Other contributions 

If applicable, may perform other duties and responsibilities that management may deem necessary from time to time.

 What is required for you to succeed? 

 The successful candidate will have extensive management experience covering financial reporting and APRA compliance, dealing with investment funds and super funds.  

As the role involves managing a team of operational and technical professionals, it is envisaged that the individual would have a proven track record in managing individuals and stakeholders and developing them over time.

           Lead and inspire a high performing, diverse team by embodying BNP Paribas values, translating strategy into clear objectives, delivering results through efficient resource use, fostering development, wellbeing and engagement, and ensuring strict adherence to conduct, policy and regulatory governance. 

          Able to investigate and resolve technical issues impacting our deliverables to clients and be able to operationalise that solution.  

          Knowledge of fund accounting, financial reporting and APRA reporting and related operational risk and compliance requirements of the client service function. 

          Good understanding of the application of tax principles in relation to unit trusts and the impact on its unitholders. 

          Up to date knowledge of Australian Accounting and APRA reporting standards 

          Excellent communication skills, both verbal and written, and comfortable in dealing with senior stakeholders.  

          Demonstrated people management and time management skills. 

Required education/certification/licenses

          Qualified Accountant (CA/CPA) 

          Degree qualified in Business, Accounting or related discipline

Job Purpose:   

 The Tax Delivery Implementation Specialist role is responsible for supporting the Tax Services team specifically, but also the broader Fund Services teams, to deliver the desired level of service to our clients, from both an operational perspective and a change perspective. The role will manage, facilitate, support and execute legislation changes and non-BAU initiatives. This role is the business and technical expert who will work with our Product and Client Line to manage any related change via process improvements or systems upgrades as required. As a result, this role requires strong interpersonal skills to liaise effectively with all internal and external stakeholders. 

 The role is also responsible for ensuring all client year end and half-yearly client deliverables have been met.  This includes but is not limited to coordinating the planning and delivery across internal and external stakeholders, issue log management, reporting to senior management, and logistics), assessing project impacts to the yearend, post implementation reviews and managing Year End Program Steer Cos. 

 The role contributes to building and sustaining client relationships by supporting the efforts of Account Managers, Operations Managers and Client Service Managers as well as the broader Client Delivery team. 

Principal Role Accountabilities

          Ensure the tax systems and procedures meet industry best practice and adhere to legislative and client requirements 

       Proactive involvement in delivering a successful year end for our clients 

      Liaise with product, technical and other operational teams to ensure new product offerings, services or legislation changes are deployed successfully to production 

       Manage clients and auditor queries through any tax change process 

   Actively drive initiatives aimed at improving efficiency and reducing operational risk within the business.  

     Engages externally with clients, consultants, partners and auditors in a way that conveys the strength and values of BNP Paribas 

        Central coordinator for Year End deliverables 

        Manage timetable tracking & reporting progress 

        Gathering Year End requirements from all stakeholders 

        Manage logs of outstanding issues/actions for Fund Services 

        Facilitate regular meetings with all business coordinators 

        Conduct post year-end review (PIR) 

 Other contributions 

 The role requires excellent interpersonal abilities and an understanding of investment operations. It requires a strong service ethic and quality focus applied through behaviours and work produced. The role must consider and meet operational risk and compliance requirements throughout the preparation and delivery of work.  

 What is required for you to succeed? 

Experience in a similar role and/or at least 8 years’ experience, at a senior level, in fund administration, custody or investment operations environment with unit trusts and/or superannuation funds.

    Awareness of all aspects of a complex master custody environment.  The role does not require formal project management training but will need a similar mindset in solving logistical timetable problems through delivery of low risk and practical solutions. The role will be required to quickly develop an understanding of the BNP Paribas business network. 

  Detailed knowledge of tax accounting principles for financial instruments, trusts, Superannuation funds, Life and Insurance companies. 

  Knowledge of fund accounting, reporting and related operational risk and compliance requirements of the client service function 

   Excellent communication skills, both verbal and written 

  Demonstrated history of successful internal and external stakeholder management 

 Candidates with workflow or business intelligence skills together with an understanding of how to collate and present data/metrics will have an advantage. 

 The role requires the ability to escalate issues for resolution and ensure all work completed meets compliance standards in terms of signoff.  

          Degree or Diploma qualified in Business or Accounting

Position Purpose 

The Fund Administration Team is a customer-focused team servicing Asset Owners and Asset Managers.

  * Asset Owners consist of Life Insurance Funds, Sovereign Wealth Funds and Superannuation Funds. 
  * Asset Managers manage Trusts and Managed Funds 

The teams are responsible for the generation of accurate client service including: 

  * Unit Pricing
  * Fund Accounting
  * Reporting
  * Tax administrative services

They have extensive interaction and dealings with various managers and teams within the Operations Division including Fund Administration colleagues, Investment Administration teams, Custody Operations and other internal BNP Paribas Securities Services teams namely the Risk Control & Finance function and Client Service Management. 

All services delivered by this team are required to consider current legislative and regulatory requirements and they must comply with operational risk guidelines. Also the investigation, management and resolution of any client queries and issues which are directed to the team. Finally the team supports the ongoing fulfilment of service delivery to clients through representation alongside the Relationship Management function.

The Fund Accountant plays an important role in supporting the service delivery of the Fund Administration team. As part of the team the Fund Accountant will be assigned to specific Clients, who are either Asset Managers or Asset Owners. The Fund Accountant will be responsible for the daily, weekly, monthly, quarterly and year-end deliverables for those clients. The Fund Accountant prepares and produces accurate and quality reporting in line with SLA targets. Responsibilities will include all of the following:

  * Regulatory reporting
  * Statutory reporting
  * Unit pricing reports
  * Accounting reports
  * Tax reports; and 
* Resolution of client and or interdepartmental issues and ad hoc queries

All reports generated should be of a standard consistent with policies and meet legislative requirements. The Fund Accountant calculates / produces BAS/GST, distributions, taxable income computations and tax returns on behalf of clients. As such they must have sound numeracy and analytical ability and they are capable and pro-active in problem solving and resolution. They gain satisfaction through completing quality work and finalising tasks to required timelines.

Responsibilities

Fund Accountants may have direct client contact as they are responsible for the accurate and timely delivery of Client reports in accordance with SLA’s. This can include unit pricing, month end report packs, distribution calculations, taxable income calculation and BAS/ GST once reports have been verified as correct.  

Their role also comprises substantial inter-departmental contact and as such they require excellent interpersonal ability. They have a service ethic and a quality focus applied in the way they operate and the work they produce. As required, they investigate and assist with adhoc queries. They consider and meet operational risk and compliance requirements in their work preparation and they maintain relevant compliance records.

They contribute to building and sustaining client relationships by supporting the efforts of the Account Managers, Client Services Managers and the broader team.  They are motivated to achieve individual and team goals and to growing their technical ability and knowledge.  They do this through participation in on-the-job training and education, remaining aware of policy and regulatory change.  They share their knowledge freely.  They also ensure their technical development is current through ongoing study or participation in industry groups. 

Technical and Behavioral Competencies required 

Technical 

  * 2-4 year+ experience in fund accounting unit pricing and knowledge of tax services.  .
  * Technical accounting ability.  Knowledge of fund accounting, reporting and related operational risk and compliance requirements of the client service function.  
  * Systems experience: Hi-Portfolio, PControl unit pricing system and MS Word & Excel

Behavioural 

  * Accountability – Committed to achieving the organisation’s objectives. Demonstrates perseverance and is accountable for own actions.
  * Attention to detail – Ensures accuracy and implements processes to ensure quality of output.  Ensures high personal standards in all areas of work.
  * Client Focus – Complete commitment to provide professional, intelligent and timely responses to our clients’ needs and to changes in the market
  * Change management – Displays flexibility to change and is open to new ideas.  Encourages others to be open to innovation.  Values feedback and gives people scope and confidence to generate ideas.
  * Communication – Oral:  Expressing ideas effectively in individual and group situations.  Adjusting communication style to match the needs of the audience.  Written:  Expressing ideas clearly in all written documents.  Using professional, appropriate language at all times, and adhering to the use of the BNPP Email Protocols.
  * Commitment – Committed to our customers, shareholders and employees. Demonstrates enthusiasm towards the organization and motivation to add value and be part of the organization.
  * Innovation – Proactively looks for opportunities for continuous improvement and thinks creatively
  * Responsiveness – Adapts when facing new or unforeseen situations.  Delivers on time the required service.
  * Risk awareness – Adheres to the organisation’s processes and procedures.  Demonstrates a good understanding of compliance issues and implements work practices that minimise operational and reputational risk
  * Team Orientation – Works with the team and the broader organisation towards shared goals and treats all colleagues and clients as partners

Experience and Qualifications required 

Between 2-4 years’ experience, in fund accounting, unit pricing   with an understanding of the full service model of master custody.  You have awareness of financial market securities and fund products for which you provide accounting services.  You have the ability to provide pragmatic and commercial solutions in problem solving. 

The successful candidate has an inquisitive and questioning mindset and good time management skills, with the ability to meet critical deadlines in the area.  You demonstrate sound numeracy and analytical ability.  
You have experience in: 

  * Unit pricing
  * Regulatory & statutory reporting
  * Tax reporting 
  * Valuation and Accounting
  * Distributions  or Taxable Income Calculations 
  * Tax Returns 

You have had experience in the completion of MIS and client reporting on a timely basis and in line with legislative requirements and organisational operational risk and compliance policies. You demonstrate a quality focus ensuring reports and the handling of queries or issues meet the requirements of departmental or client Service Level Agreements (SLA’s).   

Operating from a customer-focused work ethic, you have the ability to think with an improvement focus, always looking to enhance the service you and the team provide. You demonstrate the ability to communicate effectively both written and verbal and you have good interpersonal skills. You have experience in liaising and working effectively with colleagues across various teams.

You have the ability to question or escalate issues for resolution. You actively seek to resolve queries or reconciliation items for the clients you support, ensuring appropriate treatment. You ensure work completed meets compliance standards in terms of signoff. You enjoy participating fully in a team, assisting with the technical growth and development of team members where possible. 

About BNP PARIBAS 

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.  

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo. 

BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community 
BNP Paribas MixCity which fosters better representation of women at all levels of the organization 
Ability, the mutual aid network for employees with a disability or a disabling or chronic illness 
BNP Paribas CulturAll which celebrates diverse backgrounds 

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions. 

If you require any reasonable adjustments during the recruitment process, please feel free to reach out to us at au.nz.recruitment@asia.bnpparibas.com or 9221 3026
[1] https://careers.apac.bnpparibas/ 
[2] https://careers.apac.bnpparibas/ 

More information  
[3] BNP Paribas – Diversity & Inclusion Journey  
[4] BNP Paribas – The Bank Of Green Changes  

Award Obtained 
BNPP has won Top employer Europe award in a 10th consecutive year
References

Visible links
1. https://careers.apac.bnpparibas/
2. https://careers.apac.bnpparibas/
3. https://www.youtube.com/watch?v=qZatNskr5aI
4. https://www.youtube.com/watch?v=DCz5aEdkDiM

Direct Responsibilities

  • Origination: Support ERI senior originators (VPs, Directors and Managing Directors) in the origination of loans across Asia-Pacific, including idea generation, prospect identification, initial debt sizing (incl. financial modelling) and pitch book preparation, in coordination with various internal teams
  • Execution:
  1. Draft initial screening memos, credit applications and other internal papers on the transactions, running of pricing models under the supervision of senior team members
  2. Coordinate appointment of lender advisors and conduct lender due diligence and risk assessment
  3. Lead financial modelling and financial modelling oversight
  4. Support in loan structuring, term sheet drafting/ negotiations and financing documentation reviews/ negotiations.
  5. Responsible for and coordinate all closing and funding related tasks and liaise with other internal teams e.g. KYC on boarding and Coverage/RM’s on completing the internal administrative process for credit application/approval and procedures for funding
  • Monitoring: Lead and support transaction monitoring including preparing annual reviews and process waiver requests
  • Ensure compliance with Bank’s policies/procedures and regulatory requirements, in particular with regard to the KYC responsibilities and duties, as per relevant policies and procedures
  • Other tasks as required or defined from time to time

Contributing responsibilities:

  • Liaison with clients/ external parties and other CMG teams /Corporate Coverage as and when required
  • Support on cross selling other banking services to client
  • Contribute to maintain up to date and accurate data bases, systems, portfolio, pipeline, meeting and other reports as well as financial/income forecasts, budget preparation, etc
  • Contribute directly/indirectly to the achievement of LSF’s yearly budget
  • Contribute to strict compliance of LSF will all compliance, conduct and other policies
  • Support other teams within GCM, on a need basis (in addition to ERI).

Technical & Behavioral Competencies

  • Strong presentation and communication skills
  • Strong proficiency in financial modeling incl. knowledge of accounting
  • Strong work ethic with good team / interpersonal skills
  • Analytical approach to problem solving
  • Strong commitment, ability to work flexible hours and travel

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

•    BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

•    BNP Paribas MixCity which fosters better representation of women at all levels of the organization

•    Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

•    BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas – Diversity & Inclusion Journey

BNP Paribas – The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

What is this position about?

Processing of Corporate Actions income and events for SG and HK booking centres.

What would be your typical day at BNPP Paribas look like? 

  • Reconciliation with custodian payment advices for coupons / redemptions / dividends / mandatory events, and to process payments to clients.
  • Checking on custodian pre-notifications on coupons / redemptions / mandatory events, and to prepare pre-advices / notifications to FO / clients.
  • Liaising with custodian & front office for income & mandatory event queries.  
  • Checking of daily cash breaks to process pending payments and to resolve booking issues if any. 

Primary Role Responsibilities

In this role, you will

  • Timely and accurate data entry for processing of all Incomes/Corporate events.
  • Liaise with custodians for clarification on incomes/events.
  • Handle queries from RMs/MAs/Custodians on the incomes/events.
  • Handle cash / security breaks to account for all payments made by custodian. 
  • Check and control entries for commission fees collected or update waiver file if fees are waived.

Other contributions

  • Participate in UAT.
  • Participate in workflow improvement processes. 
  • Participate in ad hoc projects.

What is required for you to succeed?

  • Knowledge of equity/bond/derivatives
  • Meticulous with details
  • Good team player
  • Strong interpersonal, communication skills

Required education/certification/licenses

  • Bachelor Degree or equivalent

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

•    BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

•    BNP Paribas MixCity which fosters better representation of women at all levels of the organization

•    Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

•    BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas – Diversity & Inclusion Journey

BNP Paribas – The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

What is this position about?

  1. Handle and execute FATCA and AEOI regimes for WM Hong Kong and Singapore in coordination with other stakeholders to ensure:
  • All internal and external FATCA and AEOI obligations (e.g. reporting, certification) are timely met
  • Management oversight on AEOI and FATCA risks and issues
  • General awareness of the regimes amongst stakeholders

What would be your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

  • Handle tax reporting and certification activities in relation to FATCA/AEOI/QI regulations for WM HK and WM SG. Apply the regional procedures and ensure alignment with Group and regulatory requirements. Collaborate with other stakeholders involved in the reporting process (Business, Client Management, Compliance, Tax…).
  • Support stakeholders on FATCA/AEOI queries (e.g. relating to onboarding, due diligence and reporting) with advice from Tax, Legal or Compliance, if necessary. Further escalate to management when required.
  • Contribute to FATCA/AEOI change initiatives (e.g. Head Office strategic project).
  • Liaise with FATCA/AEOI operational coordinators at Branch or HO level to provide feedback or escalate matters if necessary.

Other contributions    

What is required for you to succeed?

  • Proficient with FATCA, QI and AEOI regulations
  • Project Management and communication skills
  • Work independently for assignments
  • Good analytical skills to undertake fact findings
  • Strong fundamental and technical skills, awareness of operational and Compliance risks

Required education/certification/licenses

  • Bachelor’s level degree or professional qualification
  • Experience in banking industry and Tax Reporting (FATCA/ QI / AEOI work process)
  • Experience working in consultancy firms, assisting banks with implementation of FATCA / QI / AEOI

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

•    BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

•    BNP Paribas MixCity which fosters better representation of women at all levels of the organization

•    Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

•    BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

More information 

BNP Paribas – Diversity & Inclusion Journey

BNP Paribas – The Bank Of Green Changes

Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year

ROLE DESCRIPTION AND PURPOSE

The candidate will be part of the global Sukuk and fixed income investment team based in Kuala Lumpur. The ideal candidate will be working together with senior investment team members from local and global offices, and assisting in all functions related to investment management.  

KEY RESPONSIBILITIES

  • Support the global sukuk and fixed income team in research, analysis and documentation of investments.
  • Build accurate cash flow models and financial forecast projections to support investment decisions and credit risk evaluations.
  • Assist the portfolio managers in pricing, sourcing and work with the dealing services team in execution of investments
  • Assist in building and maintaining spreadsheets supporting data analysis used in marketing and sales activities.
  • Obtain and review investment performance reporting, and assist in preparing marketing materials, and performance reports for external and internal clients.

KEY INTERNAL / EXTERNAL RELATIONSHIPS 

Internal: Investment team, Client Service, Marketing and Business Development 

External: Asset Owners such as pension funds and other institutions with investment mandates.

 

ROLE REQUIREMENTS

  • Bachelor or master’s degree in Econmics, Accounting, Finance, Business or related fields
  • Experience in project finance, debt capital market or rating agency is a plus 
  • CFA charter holder or candidate is preferred 
  • Proficient in Microsoft Excel, programming/database experience is a plus
  • Excellent written and oral communication skills
  • Self-motivated and able to embrace tight deadline driven environment

Job Purpose  

Contributes to a client‑centric, consultative discovery and solution design approach across AM, AO and AI client lines, supporting the delivery of high‑quality, efficient and risk‑controlled solutions through close collaboration with product, delivery, sales and relationship teams. Supports BP2S’ market positioning by sharing industry insights and contributing to thought leadership and brand initiatives, while adhering to governance, compliance and ethical standards and actively contributing to a high‑performing, well‑aligned local team. 

    

 Principal Role Accountabilities  

   

  • Engage Clients and lead with them the discovery phase in a consulting approach to document the clients’ needs, the current solutions and the gaps, new capabilities to be managed by the product teams as part of their roadmap.  
  • Deliver a high-quality design of solutions for existing strategic clients and prospects within the AM, AO and AI Client Lines, ensuring full efficiency and minimising risks  
  • Lead the transversal coordination to ensure the solution as designed is what is implemented by the Product teams and Client delivery. Approve any change requests as they arise to ensure the overall solution design integrity is maintained. 
  • Support the sales strategy for APAC and revenue growth for products set across client lines, working closely with sales and relationship management teams as well as the product managers and Client line leaders. 
  • Connect the bank closely to industry developments and competitor capabilities in order to identify, explain and demonstrate the key differentiators of our capabilities to prospects and clients. 
  • Develop BP2S Brand in APAC aligned with APAC strategy leveraging the bank innovative thought leadership and its unique positioning. 
  • Adhere to all the client line guideline and framework including data breach prevention procedure 
  • Adhere to the Code of Conduct and act accordingly internally, when facing clients and providers 

What is required for you to succeed? 

The incumbent is expected to set the business up for success through the following leadership behaviours: 

  • Delivering results: Focuses on accountability, action and outcomes to deliver business outcomes that at a minimum meet the stated objectives in line with the documented and agreed overall business mission and goals 
  • Provide strategic direction through the quality of the solution design,. This is expected to require consideration for global BP2S, industry, market and external business factors; envisaging future scenarios and alternatives; creating strategies balancing short-term needs and long-range goals 
  • Simplify complexity by looking past symptoms, identifying underlying causes; recognising interrelationships and patterns in diverse issues; giving sense to complex problems, focusing on most critical information 
  • Make decisions by integrating multiples sources of information, arriving at optimal solutions; managing in the face of ambiguity, ensuring progress on activities; assumes responsibility for own decisions 
  • Build and motivate a high performing virtual team: whilst not directly managing staff, provides leadership appropriate to  bring staff together to help achieve the required client outcomes by shaping roles to leverage and develop skills; facilitates interactions across the division and functions; creates an environment that rewards excellence 
  • Compelling external engagement (whether with clients, prospects or other stakeholders) 

 In addition to the behaviours outlined above: 

  • Transformation:  demonstrates proven transformation or Program management experience, with the ability to assure both Top Down and Bottom Up assessments: Perform a deep dive whilst maintaining an accurate helicopter view; leads discussions on solutions and strategic change with client’s COOs and Client head of transformations. 
  • Resilience: Effectively deals with pressure, recovers quickly from set back and remains optimistic and persistent under adversity.  
  • Proficient Project Sponsor: Takes overall accountability for delivery of assigned projects and the change that they bring.  
  • Exceptional communication skills: appropriate verbal and written communication skills, Effective and Comfortable communicator, experienced presenter and able pitcher.
  • Relevant practical experience to demonstrate the personal ability to deliver on the objectives outlined above 

About BNP Paribas

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

BNP Paribas MixCity which fosters better representation of women at all levels of the organization

Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

If you require any reasonable adjustments during the recruitment process, please feel free to reach out to us at au.nz.recruitment@asia.bnpparibas.com

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

Direct Responsibilities

  • 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

Contributing Responsibilities

  • 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 banking experience
  • Must fulfill the fit and proper criteria of relevant regulators
  • Relevant language skills to service clients in the respective target markets

Position Purpose

  • 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
  • Relevant language skills