Wealth Planner (Wealth Management)
BNP Paribas Personal Finance
Hong Kong


1. Building and management of Wealth Management key relationships

  • In achieving a market focused philosophy to communications between Job Holder and respective RMs in markets, build specialized knowledge and expertise of specific markets allocated.
  • Direct support for various markets in BNP Paribas in Asia.
  • Present relevant training and regular reporting to RMs in specialized market(s).
  • Proactively build strong and trusting partnerships with RMs and other selected specialists to maximize potential of each Wealth Management relationship.
  • Attend and contribute at meetings, business development working groups etc with RMs.
  • Internal presentations on WPS organization and plans as and when required.
  • Maintain careful watch on developments in specific market(s) allocated, communicate these efficiently and timely to Head of Wealth Planning Services and also RMs and other WPS sites for action and briefing to clients where necessary.
  • 2. Wealth Planning and Risk Management

  • Meeting and discussing with clients, RMs and professional advisers in developing relationship and solutions. Travel will be required regularly and in this regard BNP Paribas Cross Border principles and Country manuals must be respected.
  • Ensure all wealth planning solutions proposed are compliant with Trust and Fiduciary Services Key Principles and Wealth Planning Services Policy & Procedures especially with regard to any solution which has tax optimization as key objective.
  • Ensure external legal and or tax advice is obtained in accordance with the policies of the respective TFS sites where proposed structure is to be introduced.
  • Maintain good professional relationships with other WPS Team members in Asia and other locations, and management and key staff of TFS sites.
  • Ensure all formalities and documentation is completed, checks are conducted to comply with requirements of respective TFS sites.
  • Ensure Wealth Planning advice is independent and objective at all times vis-à-vis the business.
  • Support RMs objectives with regard to increase of AUM and net new cash while ensuring independent and objective advice to clients.
  • Direct contribution to BNP Paribas operational permanent control framework
  • Responsible for implementation of operational control policies and procedures in day to day business activities such as Control Plan.
  • Responsible for ensuring team members comply with regulatory and internal guidelines.
  • Responsible for reporting all incidents according to the incident management system.
  • 3. Other

  • Ensure knowledge of technical developments remains current.
  • Contribute to New WPS product development initiatives as required.
  • Maintain good lines of communication with Regional Head of Wealth Planning Services attending meetings and discussions as and when required
  • Attend TFS / WPS telephone conferences as and when required and in the absence of Head of WPS, Hong Kong
  • Assist in development of knowledge, competency and experience of Assistant Wealth Planners.
  • Represent WPS at client and internal events as and when required.
  • Experience & Skills :

  • Essential Technical Knowledge / Skills : PC, and other software applications. Good spoken English and Mandarin
  • Other Value-added Competencies : Capability to work under pressure, hard working ,patience, pleasant and good team spirit
  • Qualifications and Experience :

  • At least 3 years working experience in relevant field
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