Sustainable Investment Product Specialist (Wealth Management)
BNP Paribas Personal Finance
Hong Kong
1小时前

Responsibilities

  • Contribute to the adoption and growth of BNPP WMs wealth management sustainable investment products and services with clients and prospects in HK
  • Be a Leading industry thought leader on sustainable investment themes and topics, and deliver that expertise to serve clients, empower colleagues and raise the firms public profile
  • Contribute to complex projects and conduct analysis for sophisticated investors including UHNW and HNW private clients, family offices, and institutional clients.
  • Assist with sustainable investment research efforts across investment teams
  • Keep internal business partners and clients updated on general industry trends and provide insights on how they affect client goals and our offering
  • Manage requests for proposals / information (RFP / RFI), due diligence questionnaires and reporting
  • Build and maintain library of sustainable investment marketing materials
  • In all of the above, coordinate with HO and other WM sites to ensure consistency across WM
  • Technical & Behavioural Competencies

  • 5-10years of experience in investment management and / or wealth management, with experience in Sustainable, ESG and / or Impact investing
  • Understanding of the interplay between investment and sustainability frameworks
  • Proven ability to research and analyse an issue through multiple angles, identify viable alternatives and recommend investment solutions
  • Strong written and oral communication and presentation skills (in English, Mandarin and Cantonese) to articulate complex concepts and issues in a compelling, persuasive, fact-based manner
  • Background in working cross-functionally / geographically and building relationships with investment, sales, operations, marketing and product teams
  • Willingness to collaborate with members of the team to achieve group performance targets
  • Passionate about Sustainable Investing and experienced in dealing with the investment implications
  • Analytical with a solid investment foundation, and the ability to formulate strategy to convert ideas into action
  • Highly developed team player, within a multi-cultural environment; someone who is sensitive to complexities within a global business
  • Self-starter, motivated and driven to succeed; someone who will thrive in a dynamic and entrepreneurial team environment and is results oriented
  • Capable communicator (written and verbal), with strong relationship management skills
  • Specific Qualifications

  • Degree in Finance, Economics or similar field
  • MBA or CFA or equivalent Master degree preferred
  • Fluent in Mandarin and Cantonese
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