Wealth Management – Relationship Manager

February 9, 2022

Wealth Management – Relationship Manager


  • Standard / Permanent
  • SG-06-Singapore
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Key Responsibilities
• Meet annual goals / budgets set by manager for self
• Develop existing and new relationships
• 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
  • Must fulfill the BNP Paribas Private Banker Certification requirements (if applicable)
  • Client-focused with excellent interpersonal and communication skills
  • A team player with good initiative and team spirit
  • Relevant language skills
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