- Meet annual goals/budgets set by Management for self :
- Develop existing and new relationships – expand client base of clients of Taiwan origin.
- Know the client and the client’s requirements. Responsible for clients’ “Know Your Client” policy and procedures, and report to Management and Compliance appropriately on any issues relating to compliance.
- Market a full range of BNPP products and services in a diversified manner to existing and new
- clients; in particular, the costs of transactions should be borne in mind and acted upon.
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix such as currencies, securities, credit, etc.
- Cultivate and manage relationships with other areas of BNPP to ensure as much cross-selling within BNPP as possible.
- Ensure client informed and aware of all issues and all instructions are carefully executed.
- Ensure product documentation including credit facilities is at all times correct and appropriate.
- Ensure appropriate level of knowledge of BNPP’s systems and regulatory environment.
- Keep updated on products, systems and regulatory environment by attending various training sessions as requested.
- Direct contribution to BNPP operational permanent control framework.
- Contribute to 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
- Contribute to the reporting of all incidents according to the Incident Management System
- 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 hereto
- Relevant experiences in Wealth management, with private banking experience is a plus
- Familiar with financial products
- With clients connections and manage client’s assets and revenues.
- Strong developing and hunting clients ability
- Trust and Structure Product Sales Licenses
Primary Location: TW-KHH-Kao-hsiung
Job Type: Standard / Permanent
Job: SALES DEVELOPMENT
Education Level: Bachelor Degree or equivalent (>= 3 years)
Experience Level: At least 10 years
- Job type:Graduate Jobs
Banking and Finance, Business and Commerce,...
- Closing Date:3rd Mar 2022, 7:51 am