Wealth Management - Marketing Associate

BNP Paribas
Singapore, Singapore
23 May 2023
22 Jun 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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