What is this position about?

Marketing Associate is responsible for providing adequate support to Relationship Managers and Clients in handling day-to-day operation processes including but not limited to below responsibilities. The primary activities performed by this role are all to be done on premises.  

• Executions and pre/post transactions processing
• Client marketing support
• Change management support
• Relationship Manager Support in Client Relationship Management 
• Administrative support

Note: The above-mentioned duties can also be carried out in new ways of working model (Work-from-Home), subject to compliant to the Group’s Flexi Working Guideline. 

What would your typical day at BNPP Paribas look like? 

Primary Role Responsibilities

Execution and Transactions Processing

• Receive orders and instructions directly from clients.
• For certain product 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 (“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 client meetings with RMs.
• Prepare documentations for client portfolio reviews and valuations.
• Assist RMs to prepare meeting and presentation materials.

Relationship Manager Support in Client Relationship Management

• Support Relationship Manager in preparing investment advisory related documents 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 relationships) and loan utilization.

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. 
• Assist managers in completing/compiling call reports.
• Assist managers in account opening and onboarding process.
• Assist in processing credit approvals, Target KYC Profile review, credit review, investments, and deposit transactions.
• Assist RMs to prepare internal and external meetings materials.

Control Aspect

• Direct contribution to the Bank’s operational permanent control framework
• Responsible for the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan 
• Comply with regulatory requirements.  
• Comply with internal guidelines.
• Responsible for escalating all incidents / complaints according to relevant policies.

What is required for you to succeed?

• 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

Required education/certification/licenses

• University degree
• Minimum 4 years’ relevant working experience in finance and banking industry
• Must fulfill the fit and proper criteria of relevant regulators, e.g license requirement.
•  REGULATORY REQUIREMENTS:
  MA needs to be qualified of the following criteria: 
  1. Basic Test on Financial Markets and Professional Ethics
  2. Qualification of Trust enterprise associated persons: proficiency test for trust operations personnel or equivalent (e.g. having passed the examination for associated persons of securities investment trust and consulting enterprises given by an organization commissioned by the Securities Investment Trust and Consulting Association, and having passed the examination on trust laws and regulations given by the Trust Association or a financial training institution recognized by it).
  3. Qualification of recommending financial derivatives: having passed the examination financial derivatives sales personnel, structured product sales personnel, or meets the qualification of bank’s operations and relevant managing personnel handling financial derivatives business list below:
      a. Having attended at least 60 hours of courses offered by domestic financial training institutes on financial derivatives or risk management and obtain certificates of completion; therefore, the courses must cover theories and practices, relevant regulations, accounting treatment, and risk management of financial derivatives.
      b. Having had at least one year of practical training relating to financial derivatives at a domestic or foreign financial institution.
      c. Having at least six months of practical experience in financial derivatives business at a domestic or foreign financial institution.
  4. Qualification of sale of offshore funds, i.e. the qualifications set out in the Rules Governing Responsible Persons and Associated Persons of Securities Investment Trust and Consulting Enterprises.

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?

1. Provide comprehensive asset inheritance and succession planning solutions to clients, ensuring compliance with all relevant legal and tax regulations.
2. Demonstrated professional knowledge of asset inheritance, estate planning, trust, wills and related tax and legal considerations.
3. Adhere group conduct and guideline with respect of highest quality.

Primary Role Responsibilities

Family Office Services

• Conduct a comprehensive valuation and analysis of clients’ current assets.
• Monitor regulatory changes and assess impacts on wealth transfer strategies.
• Design and discuss succession solutions (e.g., trusts, insurance products, closed end companies, family charters, wills, etc.).
• Meet with clients /prospects accompanied by RMs in developing relationships and find business opportunities.
• Per client’s request, list of external parties (lawyer or accountant) can be provided to him/her with no intention for recommendation or intermediation.

Internal Support Functions

• Contribute to new product development initiatives as required.
• Continuously monitor tax and regulatory developments and communicate updates to the WM teams.
• Provide internal training on wealth planning topics.
• Support business activities in Kaohsiung Financial Zone.
• Maintain internal procedures, policies, and operational guidelines.
• Maintain good lines of communication with regional wealth planning services.
• Support RMs’ objectives regarding increase of AUM /NNC/ sales target by ensuring independent and objective advice to clients.

Risk Management & Compliance

• Ensure all advisory activities comply with regulatory requirements, internal policies, and ethical standards.
• Maintain high standards of documentation, suitability, and audit readiness.
• Ensure all wealth planning advice is compliant with Group Policies, local regulations and internal procedures.
• Ensure all formalities and documentation is completed, checks are conducted to comply with requirements.
• Always Ensure Wealth Planning advice independent and objective vis-à-vis the business

What is required for you to succeed?

1. In depth knowledge of legal and tax regulatory framework, local situations or international development
2. Professional knowledge and experience in understanding client family wealth circumstances, geographical dispersal, structures, and potential needs and plans.
3. Mature personality, Inter-personal skills, sensitivity and communications skills for meeting with clients and prospects, particularly with key clients
4. Integrity in safeguarding the Bank and in protecting client privacy and interest. 
5. Capability to work under pressure, hard-working, patience, pleasant and good team spirit

Required education/certification/licenses

1. At least 10 years of relevant experience working in a law firm.
2. Possession of a lawyer’s license or a CFP certification.
3. Bachelor’s degree or higher, preferably in law, accounting, finance, or a related field.

What is this position about?

1. Provide business initiatives and support to promote insurance business which is fully compliant with regulatory requirements and internal policy
2. Demonstrate professional knowledge of insurance products and relevant regulations.
3. Cooperate with RMs to deliver the business results and bank’s sales target.
4. Adhere group conduct and guideline with respect to highest quality. 

Primary Role Responsibilities

Insurance agency services 

• Explain the nature and concept of the insurance products to clients for legacy transfer planning
• Assess the client’s risk appetite, wealth planning expectations, and propose suitable and appropriate insurance solutions and strategies.
• Regular follow up with client’s insurance portfolio and provide product updates and renewal services.
• Collect relevant documents, follow up on underwriting, and ensure the policy becomes effective.
• Claims assistance between the insurance companies and the clients.
• Cooperate with insurance companies related to operating process and make sure all the documents and process are compliant (e.g. renewal notices, payment-reminder notices, suspension notices, annual premium payment certificates, and any other forms associated with the insurance-contract rights and obligations)

Internal Support Functions

• Contribute to new product development initiatives as required.
• Provide internal training on insurance products and knowledge.
• Provide internal training on Do and Don’ts of the insurance business.
• Support business activities on premium financing and insurance policy pledge.
• Maintain internal procedures, policies, and operational guidelines.
• Support RMs to meet sales target. 

Risk Management & Compliance

• Ensure all advisory activities comply with regulatory requirements, internal policies, and ethical standards.
• Maintain high standards of documentation, suitability, and audit readiness.
• Ensure all insurance advice is compliant with Group Policies, local regulations and internal procedures.
• Ensure all formalities and documentation is completed, checks are conducted to comply with requirements.

What is required for you to succeed?

1. In depth knowledge of legal and tax regulatory framework, local situations or international development
2. Professional knowledge and experience in insurance products and business.
3. Mature personality, Inter-personal skills, sensitivity and communications skills for meeting with clients and prospects.
4. Integrity in safeguarding the Bank and in protecting client privacy and interest. 
5. Capability to work under pressure, hard-working, patience, pleasant and good team spirit

Required education/certification/licenses

Below professional licenses are required

1. Personal Insurance Agent 人身保險代理人
2. Life Insurance Sales 人身保險業務員
3. Foreign Currency Non-Investment Insurance Products 人身保險業務員銷售外幣收付非投資型保險商品
4. Investment-Linked Insurance Sales License投資型保險商品業務員

Possess one of the following qualifications

Training records are mandatory,

• Pre-employment training certificate
• At least 18 hours of on-the-job training in the past year, including at least 8 hours on regulation, and at least 2 hours on fair treatment of clients aged 65 and over 

At least 5 years of relevant experience working in insurance company, broker, or agency.

Bachelor’s degree or higher, preferably in insurance, accounting, finance, or a related field.

1. Business Partnering 

•    Partner closely with RO/HO HR Specialist in areas of Compensation and Benefits, Global Mobility, HR Solutions, and People Development. 

•    Act as a change agent and key enabler to support various HR projects and programs to drive and deliver HR’s Ambition agenda. 

•    Manage required approvals within the Delegations process. 

•    Facilitate internal mobility, adhering to the BNPP’s Mobility Policy.

•    Partner with HRBPs for staff cost management, including budget planning, allocating, monitoring, and managing financial resources to ensure organizational goals and achieved efficiently.

•    Focuses on setting business direction and ensuring HR strategic initiatives are effectively implemented across the organization.

•    Facilitate and consolidate HR strategies and projects to communicate with EXCOM in regular meetings.

Employee Relations 

•    Embed the Group’s values and code of conduct to adhere with the highest standards of ethics. 

•    Handle employee relations and performance management issues, applying appropriate BNPP policies and guidelines and escalating cases when necessary. 

•    Work with HR Head in whistleblow cases investigation and documentations.

•    Plan and facilitate employment engagement activities to enhance engagement level to achieve company goals.

2. Compensation and Benefits 

•    Work on Cardif Vie overall compensation and benefits, including but not least in regular remuneration policy roll out, monthly payroll, budget planning and benefits annual review.

•    Support the year-end performance management and compensation process, working closely with Regional HR team as well as Compensation and Benefits partner during the annual performance and pay review salary and bonus cycle. The coverage will extend to regional HR support as and when required by Regional Business Partner for BAU Cycle. And respond to HO request in various monitoring to ensure our competitiveness.

•    Actively participate in the annual job matching exercise and regularly conduct compensation analysis to highlight key areas of concern in assigned business group(s).

•    Facilitate and manage Compensation Review Process (CRP), including but not limited to CRP budget planning proposal, performance review/ promotion nomination, CRP proposal and communication processes.

3. Control and Compliance 

•    Contribute to the Operational Permanent Control Framework and reporting of all incidents according to the Incident Management System. 

•    Ensure compliance and adherence to Group Cardif’s Policies & Procedure and local regulatory rules. 

•    Comply with all mandatory eLearning requirements. 

4. Human Resources Information System (HRIS)

•    Administrate, optimize and govern local HRIS to ensure data accuracy, system efficiency, and compliance.

•    Manage and maintain the HRIS system to ensure data integrity and accuracy.

•    Oversee system configuration, updates and user access control.

•    Lead the integration of new HRIS system (Peoplemap) across the organization. 

•    Manage system integration, including data migration, process alignment and compliance.

•    Comprehensive understanding of Taiwan Local Labour Law and regulations. 

•    5-12 years HR experience, preferably in insurance.

•    Sound understanding of financial institutions organization and process. 

•    Fluent in English (Written and spoken) 

•    Understanding of HR processes and procedures

In charge of setting up a Continuity management system for Cardif TW VIE entity. To guarantee:

 3. Identity Access Right Management

JD: 

1. Train cooperative channel sales skills, provide product ideas/structures/projects, etc.

2. Assist in the sales and administrative processes of cooperative channels.

3. Provide a strategic cooperation model to effectively operate the channel/salesman.

4. Achieve the company’s business-related project tasks and performance.

5. It is necessary to cooperate with the regular holiday rotation and domestic and foreign travel needs.

6. Other tasks assigned by the supervisor.

(Location: Taipei / New Taipei / Taoyuan / Hsinchu)

Requirements:

1. More than 3 years of life insurance business coaching or personal sales experience.

2. Able to independently hold medium-sized product briefings and training.

3. In-depth understanding of insurance products and markets.

4. Dedicated, proactive, and strong interpersonal communication skills.

5. Fluent in Mandarin and Taiwanese, with basic reading and writing communication skills in English.

6. It is preferable to pass professional certification tests such as insurance, trust, financial planning, etc.

1) Handle and review regularly occurring events for various payment and UL settlement                      

(2) Achieve optimal efficiency cash coming and cash going out                                     

(3) Improve efficiency and enhance visibility lead to more accurate forecasting of cash flow                 

(4) Maintain effective cash position to increase liquidity and profitability

(5) Ad hoc其他主管交辦事項

1.  5-8 years of treasury/finance working experience 

2.  Finance or related field                                                                                                            

3. Well skill of MS-Office and good command of English                                                        

4. With positive thinking and well communication

 Job Description : 

1. Prepare and analyze materials for routine meetings; take meeting minutes and follow up on action items (weekly/monthly/quarterly, budget, and reporting).
2. Maintain databases and collaborate with AO/IC to conduct data analysis on products, growth/increment, customers, and markets based on business needs, supporting sales strategy development and business promotion.
3. Manage and monitor all installed systems and infrastructure within the organization; establish procedures in compliance with company policies and SOPs.
4. Assist supervisors in compiling and analyzing internal and external market trends and business progress, and provide recommendations for strategic planning.
5. Maintain information security, including security controls, backup, and redundancy strategies.
6. Support the company in planning, executing, and tracking sales-related projects.
7. Other tasks assigned by the supervisor.

Qualifications

•  Logical/analytical skills: Apply quantitative analysis and logical reasoning to develop strategies; communicate findings to supervisors using quantitative and qualitative results.

• English proficiency: Able to write relevant reports fluently in English.
• Communication skills: Coordinate and exchange information with relevant departments.
• Data processing & analysis: Able to use Excel to quickly process large volumes of data and deliver analysis results.
• Time management: Able to complete assigned tasks on time; strong project management capability.