Relationship Manager - Zurich, Schweiz - BNP Paribas

BNP Paribas

Geprüftes Unternehmen

Zurich, Schweiz

vor 4 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

RELATIONSHIP MANAGER - WM (

JOB NUMBER:
WM000066)

DAILY WORK:

Function:

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.

Responsibilities:

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

Function:

Responsibilities:

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

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

PROFILE:

Knowledge & 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.

Experience:

- 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 t