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Investment Advisor role at BNP Paribas, Hong Kong – deliver portfolio advisory, client servicing, and commercialise MyAdvisory value‑propositions.
Required expertise: multi‑asset markets, portfolio and risk management, Excel/Access/PowerPoint, VBA/SQL, regulatory compliance, client engagement.
Products:
Full range of listed and OTC products except Futures contracts and life policies
Role and interactions
Advisory
What would be your typical day at BNPP Paribas look like?
Primary Role Responsibilities
- Contribute to timely and quality delivery of MyAdvisory’s “1-to-many” advisory & client servicing efforts. Support maintenance and development of infrastructure owned by business as well as bank tools, for quick time to market and pivot to meet client needs.
- Deliver quality, holistic portfolio advisory services to MyAdvisory clients which include timely investment advice, asset allocation proposals, portfolio reviews, alerts etc. across asset classes with proper suitability and risk management considerations to RMs/ICs/clients. Partner closely with RMs/ICs and specialists across product desks to ensure quality and seamless advisory services.
- Actively engage RMs/ICs to identify business opportunities to increase MyAdvisory AUM in Asia. Provide comprehensive sales proposals with service and fee angles in consideration of client profile, and deliver sales pitch in client meetings. Management of sales pipeline.
- Product shelf management support to ensure optimal service delivery across tools (BeAdvised, MyAdvisory tool, Adobe, AA grids, Model Portfolios, IT issues/resolutions, fees management, documentation, SharePoint, etc.) with front to back ownership. Business management support (weekly & monthly business reports, ad hoc management reports).
- Collaboration with team and engaging key stakeholders in FO/functions/GAIM to ensure a globally consistent, value adding service offering
Other contributions
Obligations and Compliance (minimum requirements)
- Follow the general guidelines of the Bank and Management policies
- Follow the specific guidelines, policies and regulations related to (minimum requirement): Advising on Securities Advising on Forex (non-leveraged and leveraged) Advising on Structured deposits Marketing Collective Investment Scheme Client suitability Client selling process Cross border rules Marketing documentation
- Ensure all investment activities are done accurately and fairly handled and in accordance to regulations & Management policies.
- Ensure deals & trade transactions are done accurately and fairly handled and in accordance to regulations & Management policies where aware
- Inform and Escalate issues to Management regarding irregularities in all investment activity, including trading and incidents
- Maintain proper audit trails
What is required for you to succeed?
Essential Technical Knowledge/Skills:
- Financial market knowledge and product expertise (multi asset class and good market awareness)
- Principles of portfolio management, portfolio diversification, asset allocation and risk management
- Proficient in Microsoft Excel, Microsoft Access and Microsoft Powerpoint
- Proficient in coding (VBA), manipulating large dataset (SQL)
- Knowledge of, and compliance with, regulatory requirements
- Keen to find and implement solutions analytically with technical skill
- Experience in a client facing investment advisor role preferred
- Degree in a quantitative discipline preferred
Other Value-added Competencies:
- Client focus, good communication and presentation skills, analytical skills, organizational skills, creativity & innovation, results-driven, teamwork
About BNP PARIBAS
As the leading European Union bank, and one of the world’s largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance.
We passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued and encourage applicants of all backgrounds, including diversity of origin, age, gender, sexual orientation, gender identity, religion applicants who may be living with a disability. We have a number of internal employee networks in place to empower our staff to act and challenge the status quo.
- BNP Paribas PRIDE is highly active in favour of the LGBTQIA+ community
- BNP Paribas MixCity which fosters better representation of women at all levels of the organization
- Ability, the mutual aid network for employees with a disability or a disabling or chronic illness
- BNP Paribas CulturAll which celebrates diverse backgrounds
BNP is committed to financing a carbon-neutral economy by 2050. The Group is a founding member of the Net‑Zero Banking Alliance and has set up its own Low Carbon Transition Group to support its clients through their energy transitions.
https://careers.apac.bnpparibas/
More information
BNP Paribas - Diversity & Inclusion Journey
BNP Paribas - The Bank Of Green Changes
Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year