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Offers “Bnp Paribas”

Expires soon Bnp Paribas

Wealth Management - Marketing Assistant (Client Exit Team)

  • Marketing

Job description

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 voicelog, 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 valuations
· Assist RMs to prepare meeting and presentation materials

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 onboading 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 SFA requirements in the discharge of duty as MA and as an employee of the Bank
· Comply with internal guidelines
· Responsible for reporting all incidents according to the Incident Management System

Ideal candidate profile

Qualifications :


· Minimum 5 years of relevant working experience in finance and banking industry
· Must fulfill the fit and proper criteria of relevant regulators
· 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