Job content
Role Description and purpose
The Client Advisor provides investment advice and services to clients and prospects in the Wholesale, Insurance, Pension, Corporate and Private segments, globally. The Client Advisor leads the solutioning of bespoke investment solutions across all of BNPP AM’s investment capabilities, leverages on extensive experience in working with clients, has a significant experience in consultative selling, and combines the delivery of client-specific investment solutions with a focus on scalability and revenue generation for BNPP AM’s P&L. In addition, the Client Advisor is responsible for maintaining and strengthening relations and partnerships with BNPP AM’s clients, from an investment perspective. The Client Advisor has a product agnostic approach, drawing on the expertise available across the BNPP AM investment platform as well as leveraging on all other relevant expertise available within BNPP AM and BNPP Group. The Client Advisor will focus specifically on clients in the APAC region but will work closely with the other Client Advisors in the team and will represent the Client Advisory team’s collective ideas and expertise.
key responsibilities
- Brings extensive investment knowledge and segment expertise and can mobilize investments and sales colleagues in crafting of relevant investment solutions in line with specific client needs
- Contribute to the realization of new revenue ambitions of the firm through client advisory activity by drawing on his/her strong relationships with investment teams (Liquid and Alternative), Client Group, product teams and the functions
- Aligns client advisory activity and results with the strategic (commercial) priorities of BNPP AM and with the sales plans of Client Group. In addition, identifies with CRMs new opportunities for which BNPP AM can deliver in an efficient way and scalable way
- Ensures the actual delivery of investment solutions to the client, working with experts across the value chain and makes sure the final portfolio / services is / remains relevant and meets the client’s needs
- Uses his / her understanding of clients’ needs across markets segments, asset classes and investment vehicles
Key Internal / External Relationships
- Investment teams and Client Group teams
- External clients
- Other Client Advisors in the team
- Portfolio Design and Research teams in Client Advisory department
- BNPP AM functions
- BNPP Group teams and stakeholders
Role Requirements
Essential skills/competencies (TEchnical / behavioural / leadership)
- A leader who can motivate and mobilise colleagues across the value chain, ability to manage virtual teams
- Articulate with strong communication skills.
- Has gravitas and impact with clients, acts as a senior representative of the firm.
- Demonstrates high emotional intelligence by being aware of one’s own emotions, strengths, weaknesses, and how these may impact personal performance and/or those around us.
- Able to respond to situations using rational decision-making, problem-solving, and conflict resolution skills.
- Reflects on and learns from mistakes and setbacks.
- Inclusive, demonstrates strong relationship-building skills.
Conduct
- Be a role model, supporting and fostering a culture of good conduct
- Demonstrate proactivity, transparency and accountability for identifying and managing conduct risks
- Consider the implications of your actions on colleagues, partners and clients before making decisions and escalate issues to your manager when unsure
Essential qualifications & experience
- A financial industry professional with a track record of around 20 years
- Strong investment expertise combined with commercial savviness, a pragmatic deal maker
- Understands the dynamic of Asian markets and APAC clients
- Strong commercial and relationship management skills, acts as a trusted partner for clients
- Is able to face situations head on and find the most logical solution. Does not avoid, but confronts issues constructively with professionalism and confidence
- Dares to do things differently
- Good organizational and project management skills, ability to get things done working together across various (virtual) teams Diplomacy and tact