Relationship Manager Wealth Management
Vor 7 Tagen
JOB NUMBER:
WM000068)
Relationship Manager Wealth Management - Italy International
This position will be based in Lugano a permanent contract basis.
Your mission:
Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market and a holistic offering of BNPP's Wealth Management products and services.
Your work day:
Marketing & Sales:
- Design and implement a marketing strategy intended to develop current relationships and generate new business;
- Develop a base of prospective clients in scope and expand market share;
- Develop a sales and marketing strategy for each prospect;
- Answer to client needs by maintaining a phone call program, by regularly reviewing the plan/strategy and monitoring new business results with assigned revenues and NNC objectives;
- Involve our group's specialists from other divisions in order to improve our client service;
- Review client portfolios with the defined targets and act as a trusted financial advisor by presenting diversified strategies and using the full range of BNPP's Wealth Management products and services;
- Crossselling of other products and services offered by the Bank (e.g., Investment Banking, Asset Management);
- Ensure that current clients and prospects meet the Bank's client suitability standards;
- Open new accounts by ensuring that the proper documentation has been obtained.
Profitability:
- Contribute to the target setting process to ensure that financial goals are achievable;
- Manage annual asset, revenue and expense budget to ensure that financial targets are met;
- Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Service:
- Contribute to the target setting process to ensure that financial goals are achievable;
- Manage annual asset, revenue and expense budget to ensure that financial targets are met;
- Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Risk management:
- Responsible for managing the risks of its goodwill: suitability, operational, crossborder, compliance and documentation
- Ensures that procedures are followed in managing the client relationship
- Ensures compliance with the code of conduct
Your profile and skills
- Multilingual (written and oral):(English, French, German, Spanish or other depending on markets covered);
- Strong knowledge of financial instruments and markets;
- Strong sales and marketing skills ;
- Ability to work within a multicultural team;
- Strong written and oral communication skills;
- Great capacity to resolve problems ;
- Large knowledge of all Wealth Management products and services including risk policies, guidelines and procedures;
- Complete understanding and adherence of regulatory requirements when marketing the Bank's products and services;
- Ability to demonstrate good time management skills.
- financial services experience in a client maintenance role; university degree;
- Further education in financial markets of advantage.
Why join us ?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients.
Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone.
Please visit us at BNP Paribas Suisse.- In a changing world, diversity, equity and inclusion are key values for the wellbeing and the good performance of teams.
together we will build the finance of tomorrow, innovative, responsible and sustainable._
- Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility._
Primary Location:
CH-TI-Lugano
Job Type:
Standard / Permanent
Job:
CUSTOMER RELATIONSHIP MANAGEMENT
Education Level:
Bachelor Degree or equivalent (>= 3 years)
Experience Level:
At least 5 years
Schedule:
Full-time
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