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Senior Relationship Manager in Kaohsiung: Drive wealth management for advisory clients.

Meet goals, nurture client relationships, ensure regulatory compliance, and contribute to BNP Paribas success.

What is this position about?

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 of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time.

Direct Responsibilities

Meet annual goals / budgets set by manager for self
Develop existing and new relationships
Adhere to client coverage framework to involve line management in regular client engagement
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

Contributing Responsibilities

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, and the summary of responsibilities list attached hereat.

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 ensuring direct reports comply with regulatory requirements and internal guidelines
Responsible for reporting all incidents according to the Incident Management System

Minimum Requirements

University degree
Relevant banking experience
Experience Level (in Years) : 10
Must fulfill the fit and proper criteria of relevant regulators
Relevant language skills

Required education/certification/licenses

University degree
Relevant banking experience
Must fulfill the fit and proper criteria of relevant regulators
Relevant language skills

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/

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