Wealth Management - Marketing Associate
- Employer
- BNP Paribas
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- May 31, 2023
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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
- 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
- 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.
- 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
- 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
- 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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