Marketing Associate

What is this position about?

Marketing Associate is responsible for providing adequate support to Relationship Managers and Clients in handling day-to-day operation processes including but not limited to below responsibilities. The primary activities performed by this role are all to be done on premises.  

• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management 
• Administrative support

Note: The above-mentioned duties can also be carried out in new ways of working model (Work-from-Home), subject to compliant to the Group’s Flexi Working Guideline. 

What would your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

Execution and Transactions Processing

• Receive orders and instructions directly from clients.
• For certain product 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.
• Train Marketing Associate (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.

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 client meetings with RMs.
• Prepare documentations for client portfolio reviews and valuations.
• Assist RMs to prepare meeting and presentation materials.

Relationship Manager Support in Client Relationship Management

• Support Relationship Manager in preparing investment advisory related documents 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 relationships) and loan utilization.

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/compiling call reports.
• Assist managers in account opening and onboarding process.
• Assist in processing credit approvals, Target KYC Profile 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.  
• Comply with internal guidelines.
• Responsible for escalating all incidents / complaints according to relevant policies.

What is required for you to succeed?

• 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
• Relevant language skills

Required education/certification/licenses

• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators, e.g license requirement.
•  REGULATORY REQUIREMENTS:
  MA needs to be qualified of the following criteria: 
  1. Basic Test on Financial Markets and Professional Ethics
  2. Qualification of Trust enterprise associated persons: proficiency test for trust operations personnel or equivalent (e.g. having passed the examination for associated persons of securities investment trust and consulting enterprises given by an organization commissioned by the Securities Investment Trust and Consulting Association, and having passed the examination on trust laws and regulations given by the Trust Association or a financial training institution recognized by it).
  3. Qualification of recommending financial derivatives: having passed the examination financial derivatives sales personnel, structured product sales personnel, or meets the qualification of bank's operations and relevant managing personnel handling financial derivatives business list below:
      a. Having attended at least 60 hours of courses offered by domestic financial training institutes on financial derivatives or risk management and obtain certificates of completion; therefore, the courses must cover theories and practices, relevant regulations, accounting treatment, and risk management of financial derivatives.
      b. Having had at least one year of practical training relating to financial derivatives at a domestic or foreign financial institution.
      c. Having at least six months of practical experience in financial derivatives business at a domestic or foreign financial institution.
  4. Qualification of sale of offshore funds, i.e. the qualifications set out in the Rules Governing Responsible Persons and Associated Persons of Securities Investment Trust and Consulting Enterprises.

About BNP PARIBAS

As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. 

We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.

•    BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community

•    BNP Paribas MixCity which fosters better representation of women at all levels of the organization

•    Ability, the mutual aid network for employees with a disability or a disabling or chronic illness

•    BNP Paribas CulturAll which celebrates diverse backgrounds

BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net-Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.

https://careers.apac.bnpparibas/

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Award Obtained

BNPP has won Top employer Europe award in a 10th consecutive year