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.
