Wealth Management Team Lead

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time
About BNP Paribas Wealth Management

BNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.

Job Purpose

The successful candidate will be responsible for leading a team of Relationship Managers to achieve efficiency, risk control, and promote team spirit and professionalism. Key responsibilities include identifying, originating, developing, and maintaining Wealth Management client relationships, managing existing and new client relationships, and executing pricing discipline as per minimum pricing guidelines.

Key Responsibilities
  • 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, and 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
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.

Qualifications and Experience
  • 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)

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