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Team Head, Relationship Management, Wealth Management
2 months ago
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
- Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism
- 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 management and in line with the professional ethics and guidelines established by BNP Paribas ("the Bank") from time to time
- Meet annual goals / budgets set by manager for the team and self (if applicable)
- Develop existing and new relationships
- Adhere to client coverage framework. Know all clients in the team, as well as to engage all their clients on a regular basis
- 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
- Contribute to the definition and implementation of WM Asia's strategies and goals
- Contribute to the recruitment, performance management and career development of the team
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 below:
Summary of SBO/SCBO Responsibilities pertaining to
Know Your Customer and AML/Sanctions Policies
The RM, when acting as SBO/SCBO:
- must initiate the KYC on boarding process and is responsible to collect the KYC data (with support of the appropriate teams in charge of due diligence);
- makes an assessment whether starting a new relationship or maintaining an existing relationship with a customer is appropriate, in respect of the reputation and the money laundering/terrorist financing/sanctions risks, irrespective of the possible type of business the customer is currently doing or intends to do with the bank. This assessment must be formalized in writing in the KYC package (qualitative SBO opinion describing the risks and their mitigants is mandatory in all cases);
- uses the KYC scoring grid and his/her judgment to determine the sensitivity, assisted by the teams in charge of due diligence. He/she provides the teams in charge of due diligence with the knowledge/details they need when contacts with customers is required;
- submits the customer's KYC file to the CAC (Customer Acceptance Committee), as may be required, and provides the CAC with all information and documentation it may require;
- contributes to assess the relevance and appropriateness of offering and/or maintaining certain products and services of the Bank in view of the risk profile of the customer;
- contributes to the detection of any unusual and/or suspicious transactions by his/her customer with due reporting to a Compliance Officer;
- and employs his/her best efforts to maintain a thorough knowledge of his/her customer from available documentary sources and regular direct contacts with them;
- finally, he/she must keep the KYC up-to date in accordance with the Bank's standards. In particular, he/she must trigger an ad-hoc review as soon as necessary, notably in case of becoming aware of any material adverse information in connection with any of their customers in the field of AML-CTF, in accordance with the relevant KYC policies and procedures.
- 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 ensuring direct reports comply with regulatory requirements and internal guidelines
- Responsible for reporting all incidents according to the Incident Management System
Competencies (Technical / Behavioral)
- Client-focused with excellent interpersonal and communication skills
- Good leadership skills
- Lead by example
- A team player with good initiative and team spirit
- Relevant language skills
- University degree
- Relevant banking experience
- Team management experience is preferred
- Must fulfill the fit and proper criteria of relevant regulators
- Must fulfill the BNP Paribas Private Banker Certification requirements (if applicable)
