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Vista previa de la oferta

Wealth Management - Relationship Manager / Senior Relationship Manager

senior · Asset Management

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

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