What is this position about?
APAC Transformation’ mandate is two-fold:
• Support strategic transformation initiatives or large, complex strategic programs
• Business improvement projects to improve efficiency of processes & organizations
APAC Transformation projects are undertaken with a wide range of client franchise encompassing the full APAC region: CIB and IFS businesses, Coverages, Functions and Countries.
What would be your typical day at BNPP Paribas look like?
Direct Responsibilities
? Manage one or more work streams within large, complex transformation programs specific to APAC or in connection with global initiatives, impacting multiple business lines and functions
? Drive independently under minimal supervision the business / process / organizational improvement projects through consulting mindset, ensuring solid framing of projects and impactful execution
? Manage projects with support from Transformation Associates as needed
? Derive viable solutions through deep-dive analysis, problem solving, process / organization re-engineering, target operating model design and implementation
? Present findings, pain points, recommendations and project status to Sponsors (senior management from Business and Functions) and project stakeholders
? Enrich client satisfaction by managing client and stakeholder relationships and showing agility to adjust to changing dynamics / needs of an engagement
? Actively contribute to team development through continuous feedback to improve the team, share best practices and actively engage in transversalities of the team
What is required for you to succeed?
? Minimum 8 years of total experience, of which minimum 5 years of relevant experience in Business Project Management, Transformation Programs and Process & Organization Consulting
? Minimum 3 years of working experience in banking and financial industry
? Experience in leading the design and implementation of transversal (cross-business, cross-function) business projects and/or program work streams independently or with minimal supervision
? Experience in leading the design and implementation of Target Operating Model (business improvement / process efficiency / offshoring / regulatory) projects
? Candidates with knowledge of Corporate Banking / Capital Markets / Global Markets / Securities Services products and processes
? Strong planning, organization and stakeholder management skills
? Ability to navigate the project & organizational complexities with courage, transparency and resilience
? Ability to go into operational details, yet create a synthetic view for senior management
? Good communication, problem solving and analytical skills
? Focus on business impact and client satisfaction at all times through solid delivery of projects
? Travel in APAC countries may be required
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/
More information
BNP Paribas – Diversity & Inclusion Journey
BNP Paribas – The Bank Of Green Changes
Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year
What is this position about?
The Compliance function is at the heart of BNP Paribas’ risk management. One of the pillars of the Group’s internal control setup, Compliance teams work both independently and in close partnership with the Business to adapt to the evolution of the Group’s activities and the requirements of the regulators. Compliance teams contribute to maintaining the reputation of BNP Paribas and the trust of our clients, thanks to their strong control of non-compliance risks, allowing everyone to work with confidence.
The Market Integrity (MI) Domain and Practices APAC have various operating units, namely Control Room, MI Framework and GBFR, Reporting Practices, and Market Abuse Surveillance teams that are located across different APAC countries with the hubs in Singapore, Hong Kong and Japan with India supporting as an outsourced unit for various monitoring and surveillance functions.
The MI Framework and GBFR team works very closely with Business Management, Coverage Compliance, Global Counterparts and IT to identify and monitor the major compliance risks with potential failure in complying with the obligations of MI Domain, both financial and reputational of the Group. The teams proactively stay abreast of regulatory initiatives in the industry and potential risks to the Bank to develop and maintain MI governance framework that identifies, measures and monitors compliance with applicable laws, regulations and rules that govern business in APAC.
This position will support the Bank’s commitment to complying with regulatory/legal reporting obligations relevant to disclosure of interest (DOI). The individual shall monitor and disclose BNPP Group interests in relevant securities to issuers, regulators and/or relevant markets, pursuant to the various laws and regulations across APAC jurisdictions. The individual shall also be responsible for conducting regulatory impact analysis, improving the existing DOI monitoring tool, developing APAC DOI compliance control framework and providing APAC DOI advisory to Business and/or other Compliance functions.
What would your typical day at BNPP Paribas look like?
In this role, you will
- Daily monitoring on BNPP Group’s APAC shareholding positions for listed issuers across APAC jurisdictions
- Prepare and disclose the Group’s substantial shareholding interests through timely and accurate notification to the relevant regulators/issuers.
- Provide and manage daily trading guidelines to Business and granting of approvals on trading of stocks placed in restriction based on agreed internal policy.
- Provide advice, guidance and approval on shareholding position related issues.
- Stay abreast of latest APAC DOI regulatory changes and conduct impact analysis to determine if any enhancement and/or process change is required.
- Maintain and build a regular communication channel with Legal and Compliance for all APAC DOI related matters.
- Pay close attention to the organization changes and business strategic initiatives under all BNPP group that could impact the position reporting framework.
- Have knowledge on the transaction flows and systems to perform product qualification, position ad-hoc check and reconciliation with the support from the relevant IT and Middle Office teams.
- On-going maintenance and improvement of the internal systems and workflows.
- Improve the existing BAU reporting framework, update the team desk manuals, functional specifications and take initiative to develop the 1st and 2nd level defense control framework.
- Miscellaneous duties to support other functions internally from reporting position data.
What is required for you to succeed?
- University graduate with major in Accounting, Business Administration, Economics, Finance or Law or equivalent qualification
- Solid knowledge and experience of APAC regulatory reporting requirements
- At least 05-10 years’ compliance or reporting experience
- Demonstrate capacity for sound project management, analytical and problem-solving skills with the ability to exercise sound and balanced judgment.
- Demonstrate strong interpersonal skills with the ability to communicate and consult at all levels, especially with senior management.
- Committed to confidentiality, integrity and objectivity
- Good knowledge of securities markets, businesses, products
- Familiar with securities and exchange rules and regulations
- Proactive in identifying risks and proposing solutions
- Good written and oral communication skills
- High attention to details
- Ability to handle multiple tasks simultaneously and work under tight deadlines
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/
More information
BNP Paribas – Diversity & Inclusion Journey
BNP Paribas – The Bank Of Green Changes
Award Obtained
BNPP has won Top employer Europe award in a 10th consecutive year
In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 18,000 employees* and a presence in 13 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, insurance, as well as retail banking and consumer financing through strategic partnerships.
Worldwide, BNP Paribas has a presence in 68 markets with more than 193,000 employees. It has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.
* excluding partnerships
BNP Paribas offers you an exciting career in an international business environment that is fast-paced, diverse and focuses on creating high-value relationships with our clients. We offer competitive salary and benefits, as well as a working environment where you’re valued as part of the team.
https://careers.apac.bnpparibas/
Purpose of the Role
- Prime Brokerage Sales/Trading development for APAC markets, client relationship management
Responsibilities
- Developing and driving BNP Paribas institutional client relationships through financing and execution products across the Equity Prime Brokerage suite.
- Growing the existing set of BNP Paribas institutional relationships and identifying new opportunities.
- Contribute to the development of the APAC Synthetic Prime Brokerage platform through partnering with Product, Risk, Quants and Technology to drive change.
- Carrying a risk manager’s mindset in conducting Sales & Trading activities.
- Coordinate and partner with global teams in marketing and growing the APAC product and opportunities.
- Contribution to the Global Markets activities to achieve their budgeted P&L & CC targets.
- Direct contribution to BNP Paribas operational permanent control framework.
- Watching out for potential fraud or market abuse via close management and by responding,
- Ability to identify and mitigate risk factors in the operational process of the business.
Technical & Behavioural Competencies
- Good technical knowledge in Sales Trading
- Good understanding of Asia financing products to hedge funds and asset managers
- Good understanding of regulatory environment in regards of derivatives business
- Capable of generating comments on market color and flows as well as trade ideas
- Commercially capable of engaging clients and developing relationships
Specific Qualifications (if required)
- Degree holder in Economics, engineering or Finance
- Experience required: at least 7 years banking experience in GM front office with product knowledge
Position Purpose
• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management
• Administrative support
Responsibilities
Execution and Transactions Processing
• Receive orders and instructions directly from clients
• For certain products types, quote prices to clients
• Ensure pre-trade due diligence checks
• Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check
• Capture executed deals in systems by cut-off time
• Ensure accuracy of capture to avoid incidents and dealing errors
• Train Marketing Associate(s) (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.
Client Marketing Support
• Appropriate understanding of client portfolio, background and investment needs
• Coordinate and follow-up with invitees for marketing events organized by BNP Paribas (“the Bank”)
• Organize clients meetings with RMs
• Assist RMs to prepare client reports, presentations and analysis as required to support RMs in their client meetings.
Relationship Manager Support in Client Relationship Management
• Support Relationship Manager in providing investment advisory to clients, which is to be in line with Bank’s views on each class of assets and within client’s suitability profile
• Assist Relationship Manager to meet bank’s target in terms of product placement (especially when there is a product promotion), new accounts (particularly for existing relationship) and loan utilization
• Whenever possible, to identify opportunities to expand client assets.
Change Management Support
• Provide feedback to relevant parties to meet front office needs
• Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes
• Back up other MAs
Administrative Support
• Answer clients’ phone calls in a professional manner
• Take care of queries from internal/ external parties
• Maintaining records of client interactions and transactional details
• Assist with new client onboarding process which may include documentation collection and verification
• Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
• Assist RMs to prepare internal and external meetings materials
• Provide support for business development projects and other ad-hoc tasks as needed by the team
Conduct & Control Aspect
• Direct contribution to the Bank’s Conduct & Control framework
• Responsible for the implementation and complying with internal policies and procedures in day-to-day business activities
• Comply with regulatory requirements. Most importantly, for appointed representatives under MAS, to observe FAA and SFA requirements in the discharge of duty as MA and as an employee of the Bank.
• Responsible for reporting all incidents and client complaints promptly
• Technical & Behavioral Competencies
• Client-focused with good communication skills
• A team player with good initiative and team spirit
• Good report writing skills
• Familiar with Word Processing, Excel and PowerPoint
• Familiar with Wealth Management systems
• Relevant language skills
Specific Qualifications (if required)
• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators
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/
More information
BNP Paribas – Diversity & Inclusion Journey
BNP Paribas – The Bank Of Green Changes
Position Purpose
• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management
• Administrative support
Responsibilities
Execution and Transactions Processing
• Receive orders and instructions directly from clients
• For certain products types, quote prices to clients
• Ensure pre-trade due diligence checks
• Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check
• Capture executed deals in systems by cut-off time
• Ensure accuracy of capture to avoid incidents and dealing errors
• Train Marketing Associate(s) (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.
Client Marketing Support
• Appropriate understanding of client portfolio, background and investment needs
• Coordinate and follow-up with invitees for marketing events organized by BNP Paribas (“the Bank”)
• Organize clients meetings with RMs
• Assist RMs to prepare client reports, presentations and analysis as required to support RMs in their client meetings.
Relationship Manager Support in Client Relationship Management
• Support Relationship Manager in providing investment advisory to clients, which is to be in line with Bank’s views on each class of assets and within client’s suitability profile
• Assist Relationship Manager to meet bank’s target in terms of product placement (especially when there is a product promotion), new accounts (particularly for existing relationship) and loan utilization
• Whenever possible, to identify opportunities to expand client assets.
Change Management Support
• Provide feedback to relevant parties to meet front office needs
• Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes
• Back up other MAs
Administrative Support
• Answer clients’ phone calls in a professional manner
• Take care of queries from internal/ external parties
• Maintaining records of client interactions and transactional details
• Assist with new client onboarding process which may include documentation collection and verification
• Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
• Assist RMs to prepare internal and external meetings materials
• Provide support for business development projects and other ad-hoc tasks as needed by the team
Conduct & Control Aspect
• Direct contribution to the Bank’s Conduct & Control framework
• Responsible for the implementation and complying with internal policies and procedures in day-to-day business activities
• Comply with regulatory requirements. Most importantly, for appointed representatives under MAS, to observe FAA and SFA requirements in the discharge of duty as MA and as an employee of the Bank.
• Responsible for reporting all incidents and client complaints promptly
• Technical & Behavioral Competencies
• Client-focused with good communication skills
• A team player with good initiative and team spirit
• Good report writing skills
• Familiar with Word Processing, Excel and PowerPoint
• Familiar with Wealth Management systems
• Relevant language skills
Specific Qualifications (if required)
• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators
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/
More information
BNP Paribas – Diversity & Inclusion Journey
BNP Paribas – The Bank Of Green Changes
Position Purpose
• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management
• Administrative support
Responsibilities
Execution and Transactions Processing
• Receive orders and instructions directly from clients
• For certain products types, quote prices to clients
• Ensure pre-trade due diligence checks
• Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check
• Capture executed deals in systems by cut-off time
• Ensure accuracy of capture to avoid incidents and dealing errors
• Train Marketing Associate(s) (“MA”) to ensure that they have sufficient level of awareness of procedures and controls.
Client Marketing Support
• Appropriate understanding of client portfolio, background and investment needs
• Coordinate and follow-up with invitees for marketing events organized by BNP Paribas (“the Bank”)
• Organize clients meetings with RMs
• Assist RMs to prepare client reports, presentations and analysis as required to support RMs in their client meetings.
Relationship Manager Support in Client Relationship Management
• Support Relationship Manager in providing investment advisory to clients, which is to be in line with Bank’s views on each class of assets and within client’s suitability profile
• Assist Relationship Manager to meet bank’s target in terms of product placement (especially when there is a product promotion), new accounts (particularly for existing relationship) and loan utilization
• Whenever possible, to identify opportunities to expand client assets.
Change Management Support
• Provide feedback to relevant parties to meet front office needs
• Ensure RMs are informed on a need-to-know basis of any changes impacting the work processes
• Back up other MAs
Administrative Support
• Answer clients’ phone calls in a professional manner
• Take care of queries from internal/ external parties
• Maintaining records of client interactions and transactional details
• Assist with new client onboarding process which may include documentation collection and verification
• Assist in processing credit approvals, CAF review, credit review, investments and deposit transactions
• Assist RMs to prepare internal and external meetings materials
• Provide support for business development projects and other ad-hoc tasks as needed by the team
Conduct & Control Aspect
• Direct contribution to the Bank’s Conduct & Control framework
• Responsible for the implementation and complying with internal policies and procedures in day-to-day business activities
• Comply with regulatory requirements. Most importantly, for appointed representatives under MAS, to observe FAA and SFA requirements in the discharge of duty as MA and as an employee of the Bank.
• Responsible for reporting all incidents and client complaints promptly
• Technical & Behavioral Competencies
• Client-focused with good communication skills
• A team player with good initiative and team spirit
• Good report writing skills
• Familiar with Word Processing, Excel and PowerPoint
• Familiar with Wealth Management systems
• Relevant language skills
Specific Qualifications (if required)
• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators
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/
More information
BNP Paribas – Diversity & Inclusion Journey
BNP Paribas – The Bank Of Green Changes
Job content
Role Description and purpose
Seeking a top calibre, seasoned and highly independent Executive Assistant to support Asia Pacific CEO and its Regional Management Team. This is an exceptional opportunity for an outstanding candidate whom is passionate about delivery and exceeding. The success candidate will be a team-player capable of cultivating productive working relationships across the firm, enjoy a dynamic culture of change, and be capable of juggling multiple priorities in a fast-paced environment.
Key Responsibilities
- Provide overall administrative and secretarial support to APAC CEO
- Organization of meetings, committees & schedules in timely manner within priorities and urgencies, and coordinate a complex and rapidly changing multi-time zone calendar, Leaving time for meetings preparation and Business Strategy Coordinate meetings across multiple time zones and be on standby to provide technical assistance if necessary
- Coordinate with Head of Business Management to ensure the APAC CEO and key stakeholders are adequately prepared for meetings and other engagements (e.g. townhall and external panel events)
- Handling of confidential documentation and correspondence as requested
- Keep CEO APAC informed of any relevant information for the proper functioning of the business and escalating high priority issues
- Prepare travel arrangements (Air & Ground transfers, accommodations, and visa application) ensuring smooth logistic of the CEO APAC
- Contribute to the organization, booking of venues and coordination of the Regional Management Meetings/Off-sites or any other event in HK or in Asia requiring EA’s assistance.
Role Requirements
Essential qualifications & experience
- Degree qualified
- A minimum of 8 years’ experience providing outstanding administrative support to C-suite, preferably within financial or professional services
- Excellent written and verbal communication skills in English, Cantonese and Mandarin would be beneficial
- Tech-savvy and proficient in Microsoft Office applications.
- Highly motivated and proactive individual who is a positive team player to support APAC CEO and lead a small team of team secretaries
- Strong attention to details with solid organisation/ time management and excellent collaboration skills
ROLE DESCRIPTION AND PURPOSE
Client Account Managers play a key role within the Global Client Group at BNP Paribas Asset Management. Working in close tandem with Client Relationship Managers (Sales), their principal objective is to deliver an outstanding service to our Clients, drawing upon expertise from the entire Firm. Client Account Managers ensure that BNP Paribas Asset Management delivers on its promises to Clients.
The key focus of this role is on Clients and Prospects (Wholesale Distribution) in Greater China.
KEY RESPONSIBILITIES
- Client Service
- Establish and maintain high quality, long-term, ‘trusted partner’ relationships with clients, delivering outstanding client service.
- Make sure our clients receive all required fund information and reporting on time and via their preferred channels:
- Prepare and send a range of regular standard reports (daily fund price, dividend tables etc.).
- Prepare and send customized monthly reports and updates to specific clients.
- Send corporate actions updates.
- Monitor timeliness and quality of publication of fund factsheets and marketing materials; whenever necessary, upload materials onto internal documents library for further delivery via fund information platforms (e.g. Fundinfo);
- Follow up with the Reporting teams whenever necessary.
- Maintain exhaustive filing of fund documentation delivered to the clients.
- Act as a preferred point of entry for all client queries, take ownership and ensure adequate answers within agreed timeframes. Be responsive in dealing with issues and complaints as they arise, escalating in a timely and appropriate manner.
- Typical client queries may refer to fund characteristics and updates, changes of client information, follow up on transaction settlement, contract notes etc.
- Ensure that we always understand the actual client experience and actual client intentions and proactively manage any risks to the relationship. Always monitor client satisfaction and work with relevant stakeholders to improve the overall quality of service.
- Business Relationship Management and Development
- Assist in preparation and submission of the pre-sales and post-sales Due Diligence Questionnaires.
- Understand BNP Paribas Asset Management offering, competitor activities and industry trends.
- Contribute to projects with a direct impact on clients or sectors covered.
- Participate in client meetings, functions and events as appropriate.
- Operational Risk Management
- Be aware at all times of operational risk and always adhere to all relevant procedures.
- Risk and Compliance
- Always adhere to applicable laws, rules and regulations and internal procedures (Code of Ethics, management of conflicts of interest, client confidentiality, etc.)
- Advise Compliance of any issues as soon as they may arise, with relevant escalation.
- Ensure that clients are always treated fairly.
- Be alert to possible or actual complaints from clients and manage these in line with agreed procedure.
- Financial Security
- Contribute to AML/KYC on-boarding and periodic reviews by facilitating KYC document collection from public sources and directly from clients.
KEY INTERNAL / EXTERNAL RELATIONSHIPS
- Internal:
- Client Relationship Managers (Sales);
- Client Service colleagues locally and throughout the Firm, especially within Centres of Expertise;
- Relevant stakeholders across the Firm and across different cultures/time zones: Portfolio Management, Reporting, Legal, Compliance, Investment Risk and Compliance, Finance, Fund and Mandate Operations, etc.
- External:
- Clients and Prospects
- External stakeholders involved in servicing client accounts (e.g. fund administrator and other service providers)
ROLE REQUIREMENTS
ESSENTIAL QUALIFICATIONS & EXPERIENCE
- Technical and industry experience
- Excellent academic background, with evidence of a strong interest in the investment management / financial markets.
- 3-5 years of successful experience in the financial services industry. Experience in Asset Management is an advantage.
- Excellent command of English, Cantonese, and Mandarin, written and spoken.
- Successful experience in client relationship/servicing is a strong advantage.
- An existing SFC license is an advantage.
- Project Management experience is an advantage
- Data/Digital skills
- Data savvy: advanced working knowledge of Excel; working knowledge of Power BI is a plus
- Digital savvy: working knowledge of Salesforce (or other CRM platforms), financial data platforms (Bloomberg, Morningstar, Fundinfo), SharePoint, MS Teams, other digital Client Engagement tools is an advantage.
- Proficiency in PowerPoint, ability to make impactful presentations is an advantage.
- Personal attributes
- Has high standards, values hard work and is results-driven:
- Demonstrate maturity and upholds highest personal integrity standards.
- Is meticulous and precise. Makes sure to fully understand Client’s needs and the reasons behind them, from the big picture to the slightest detail.
- Is a problem-solver who gets things done: rigorous, resilient, resourceful and relentlessly reliable. Sets realistic expectations and follows through on commitments. Understands that sometimes it will be necessary to put long/late hours to ensure getting the deal/resolving an issue.
- Has the ownership mind-set and practices radical personal accountability.
- Has high clarity of thought that manifests itself in:
- Ability to analyse and structure complex problems into actionable solutions;
- Sharp business writing that gets things done;
- Systems thinking: understanding of interdependencies between different parts of the Firm.
- Has excellent collaborative, communication and interpersonal skills:
- Builds and maintains excellent relationships with the Clients and across the regional Client Service team/ Firm/cultures/time zones, treating everyone with dignity and respect;
- Communicates and presents clearly and persuasively;
- Demonstrates cultural awareness and sensitivity.
- Has growth mind-set: believes in own ability to learn, get better and achieve ambitious goals.
- Demonstrates enthusiasm, energy and drive.
Job content
Role Description and purpose
Seeking a top calibre, seasoned and highly independent Executive Assistant to support Asia Pacific CEO and its Regional Management Team. This is an exceptional opportunity for an outstanding candidate whom is passionate about delivery and exceeding. The success candidate will be a team-player capable of cultivating productive working relationships across the firm, enjoy a dynamic culture of change, and be capable of juggling multiple priorities in a fast-paced environment.
Key Responsibilities
- Provide overall administrative and secretarial support to APAC CEO
- Organization of meetings, committees & schedules in timely manner within priorities and urgencies, and coordinate a complex and rapidly changing multi-time zone calendar, Leaving time for meetings preparation and Business Strategy Coordinate meetings across multiple time zones and be on standby to provide technical assistance if necessary
- Coordinate with Head of Business Management to ensure the APAC CEO and key stakeholders are adequately prepared for meetings and other engagements (e.g. townhall and external panel events)
- Handling of confidential documentation and correspondence as requested
- Keep CEO APAC informed of any relevant information for the proper functioning of the business and escalating high priority issues
- Prepare travel arrangements (Air & Ground transfers, accommodations, and visa application) ensuring smooth logistic of the CEO APAC
- Contribute to the organization, booking of venues and coordination of the Regional Management Meetings/Off-sites or any other event in HK or in Asia requiring EA’s assistance.
Role Requirements
Essential qualifications & experience
- Degree qualified
- A minimum of 8 years’ experience providing outstanding administrative support to C-suite, preferably within financial or professional services
- Excellent written and verbal communication skills in English, Cantonese and Mandarin would be beneficial
- Tech-savvy and proficient in Microsoft Office applications.
- Highly motivated and proactive individual who is a positive team player to support APAC CEO and lead a small team of team secretaries
- Strong attention to details with solid organisation/ time management and excellent collaboration skills
Job Content
Role Description and Purpose
Assist in the production of APAC management reports by ensuring the accuracy and timely maintenance of financial databases and the execution of BAU report production. This role offers valuable exposure to the core financial drivers of the asset management business, ideal for a detailed oriented individual seeking to build a career in the financial services industry.
Key Responsibilities
Management Reporting (BAU & Budget exercise)
1. Data Management & Maintenance
- Execute the daily/monthly update and validation of the regional financial and sales databases (Assets under Management/Distribution, P&L, Run-Rate, etc.).
- Perform regular data reconciliation and quality checks to ensure the integrity of the information used for management reporting.
- Monitor the month-end financial data submission for the region and upload into the management reporting tool the month-end data for designated Joint Ventures(JVs).
2. Report Production & Preparation
- Provide support in the preparation of standardized monthly management reports, dashboards, and presentations for the APAC region.
- Support the financial and sales consolidation process for the APAC region, gathering and validating inputs from local teams.
- Help updating charts, tables, and data points in predefined report templates (PowerPoint, Excel).
3. Budget & Forecast Support
- Provide logistical support during the annual budget and forecasting cycles, including local data collection and consolidation.
Key Internal / External Relationships
- Internal:
- Work closely with the Head of management reporting APAC
- Communicate proactively with local Finance teams across APAC for data collection and validation
- Liaise with Global Finance teams to address their ad hoc data and reporting requests
- Support Business stakeholders across APAC by addressing their queries related to financial data and report
Role Requirements
Essential Qualifications & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3-5 years of relevant work experience in a financial or data analyst role, ideally within Asset Management or financial services.
- CPA qualification is a plus
Essential Skills / Competencies
Competencies (Technical / Behavioral / Leadership)
Qualifications & Experience
- High proficiency in Microsoft Excel is mandatory (must be comfortable with VLOOKUP, PivotTables, and complex formulas).
- Proficiency in Microsoft PowerPoint is required for the efficient production of management report and presentation.
- Good understanding of financial analysis principles and techniques.
- Fluent in English; Proficiency in Mandarin is an advantage.
- Prior exposure to the financial services or asset management industry.
- Basic experience with data visualization tools (e.g., Tableau, Power BI) or VBA is a plus
Personal Competencies & Skills
- Attention to Detail, with a focus on continuous improvement.
- Process-Oriented: Aptitude to reliably follow standardized procedures to ensure consistent output.
- Reliable & Proactive: Able to manage time effectively to meet strict deadlines and flag potential issues early.
- Strong Communication: Possess clear and effective verbal and written communication skills.
- Quick Learner: Ability to rapidly grasp new systems and procedures with minimal supervision.
- Team Player: Positive attitude and willingness to support other Finance team members.