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Investment Advisor

BNP Paribas 🇭🇰 Hong Kong, Hong Kong SAR Posted 17 days ago
Full-timeFinance
What is this position about? As an MyAdvisory Investment Advisor you will contribute to the development and delivery of BNP Paribas Wealth Management’s MyAdvisory value-propositions, active servicing of clients in a portfolio advisory capacity, as well as internal and external sales efforts to commercialize value propositions of MyAdvisory. Products Full range of listed and OTC products except Futures contracts and life policies Role and interactions Advisory What would be your typical day at BNPP Paribas look like? Primary Role Responsibilities - Contribute to timely and quality delivery of MyAdvisory’s “1-to-many” advisory & client servicing efforts. Support maintenance and development of infrastructure owned by business as well as bank tools, for quick time to market and pivot to meet client needs. - Deliver quality, holistic portfolio advisory services to MyAdvisory clients which include timely investment advice, asset allocation proposals, portfolio reviews, alerts etc. across asset classes with proper suitability and risk management considerations to RMs/ICs/clients. Partner closely with RMs/ICs and specialists across product desks to ensure quality and seamless advisory services. - Actively engage RMs/ICs to identify business opportunities to increase MyAdvisory AUM in Asia. Provide comprehensive sales proposals with service and fee angles in consideration of client profile, and deliver sales pitch in client meetings. Management of sales pipeline. - Product shelf management support to ensure optimal service delivery across tools (BeAdvised, MyAdvisory tool, Adobe, AA grids, Model Portfolios, IT issues/resolutions, fees management, documentation, SharePoint, etc.) with front to back ownership. Business management support (weekly & monthly business reports, ad hoc management reports). - Collaboration with team and engaging key stakeholders in FO/functions/GAIM to ensure a globally consistent, value adding service offe

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