Our Client is European leading private bank since 1860. They provide corporates, institutional and private investors with product and service solutions tailored to their specific needs. Offering 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.
As an Assistant Relationship Manager, you will report to the Private Banker, and your daily responsibilities included :
1. Close Accounts and Execution and Transactions Processing
* Receive orders and instructions directly from clients for account closure
* 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
* Ensure accounts are closed on a timely basis following by the banking closure procedures
* Ensure all the account closure form and other necessary documents are properly submitted to CM for closure
* For accounts that are not able to close due to non-contactable or illiquid assets, ensure the accounts are monitor and manager according to the banking policy
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. 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
4. 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 and internal guidelines
* Responsible for reporting all incidents according to the Incident Management System
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 onboading process
* Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
* Assist RMs to prepare internal and external meetings materials
Interesting Candidates please click "Apply Now" or send your CV
