Wealth Management – Senior Relationship Manager/Relationship Manager

June 10, 2024

Wealth Management – Senior Relationship Manager/Relationship Manager


  • Permanent
  • SG-Singapore
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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