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Marketing Associate / Senior Marketing Associate (Wealth Management)

Employer
BNP Paribas
Location
Hong Kong, Hong Kong
Salary
Competitive
Closing date
Apr 11, 2023

View more

Job Function
Marketing and Public Relations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
About BNP Paribas in Asia Pacific ( http://www.apac.bnpparibas/ )

In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 15,000 employees* and a presence in 14 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and consumer financing through strategic partnerships.

Worldwide, BNP Paribas has a presence in 74 countries with more than 190,000 employees. It has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.

BNP Paribas offers you an exciting career opportunity in an international, challenging business environment characterized by high pace and diversity with focus on creating valuable relations with our customers. We offer a competitive salary & benefits package and also an excellent work environment where you're valued as part of our team!

* excluding partnerships

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

1. 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
  • Train Marketing Associate ("MA") / Administration Assistants ("AA") to ensure that they have sufficient level of awareness of procedures and controls.
2. 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
3. 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.
4. 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
5. 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
6. 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


Technical & Behavioral Competencies
  • 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
Qualification and Experience:
  • University degree
  • Minimum 4 years' relevant working experience in finance and banking industry
  • Must fulfill the fit and proper criteria of relevant regulators

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