Wealth Management – Marketing Associate

February 9, 2022

Wealth Management – Marketing Associate

ReferenceWEA001769

  • Standard / Permanent
  • Singapore
  • CUSTOMER RELATIONSHIP MANAGEMENT
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 Execution and Transactions Processing

  • Receive orders and instructions directly from clients

  • For certain products types, quote prices to clients

  • Ensure pre-trade due diligence checks

  • Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check

  • Capture executed deals in systems by cut-off time

  • Ensure accuracy of capture to avoid incidents and dealing errors 

Client Marketing Support

  • Appropriate understanding of client portfolio, background and investment needs

  • Coordinate and follow-up with invitees for marketing events organized by BNP Paribas (“the Bank”)

  • Organize clients meetings with RMs

  • Prepare documentations for client portfolio reviews and valuation

  • Assist RMs to prepare meeting and presentation materials

Relationship Manager Support in Client Relationship Management

  • Support Relationship Manager in providing investment advisory to clients, which is to be in line with Bank's views on each class of assets and within client's suitability profile
  • Assist Relationship Manager to meet bank's target in terms of product placement (especially when there is a product promotion), new accounts (particularly for existing relationship) and loan utilization

  • Whenever possible, to identify opportunities to expand client assets.

Change Management Support

  • Provide feedback to relevant parties to meet front office needs

  • Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes

  • Back up other MAs

Administrative Support

  • Answer clients’ phone calls in a professional manner

  • Take care of queries from internal/ external parties

  • Assist managers in completing call reports

  • Assist managers in account opening and onboarding process

  • Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions

  • Assist RMs to prepare internal and external meetings materials

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. Most importantly, to observe FAA and SFA requirements in the discharge of duty as Senior MA and as an employee of the Bank.

  • Comply with internal guidelines

  • Responsible for reporting all incidents according to the Incident Management System

                                 

  • Client-focused with good communication skills
  • A team player with good initiative and team spirit
  • Good report writing skills
  • Familiar with Word Processing, Excel and PowerPoint
  • Familiar with Wealth Management systems
  • Minimum 5 years’ relevant working experience in finance and banking industry
  • Must fulfill the fit and proper criteria of relevant regulators
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