Professional Relationship Manager

About The Job

Professional Relationship Management (PRM) is a newly created role/team within Global Markets to cover certain clients as RM. Dedicated and specialized on these clients, PRM will primarily focus on protecting the Bank by securing the Know-Your-Client (KYC) process, monitoring commercial activities and risk management, ensuring suitability, appropriateness and other Front Office regulatory obligations.

Your Main Activities Are

• Ensure a deep & comprehensive client understanding incl. commercial activities with the Bank
• Maintain overall oversight of the client, such as strategy, financials, personnel changes, etc
• Keep up-to-date with commercial activities between the client and the Bank
• Proactively share this information with Sales & relevant internal stakeholders for firm-to-firm connectivity as well as to facilitate business decisions such as: offboarding, RM reallocation, transaction profile, etc.
• Ensure CRM is up-to-date and is being contributed by him/herself and/or by relevant Sales
• Ensure KYC responsibilities as RM
• Bear the primary responsibility for ensuring adequate client AML/CTF due diligence on said client portfolio
• Exercise constant vigilance and ensure FS risks such as adverse news, PEPs, sanction screening are properly assessed & mitigated (participate to CAC & B&C from Compliance)
• Coordinate with stakeholders & clients to ensure zero KYC recertification overdue
• Ensure Client Risk Management & Front Office Regulatory & Conduct Duties
• Proactively identify, understand, highlight and mitigate all risks appropriately as per Group and CIB policies and standards
• Be accountable for client portfolio risk management (incl. Credit & Counterparty Risk, FS, ABC, PIC, ESG reputational risk etc.)
• Contribute to and secure FO regulatory & conduct activities, including but not limited to: TRUST process, suitability & appropriateness framework etc.
• Ensure effective client experience
• Actively contribute to an effective client experience (timely and high quality) notably when onboarding new relations or recertifying existing clients’ KYCs
• Ensure the appropriate and proportionate framework is in place to provide a high quality and optimum level of client service
• Manage any client complaints when received effectively in order to ensure rapid resolution
  
  

Profile And Skills To Success

• Client focused
• Advanced level professional in relationship management, sales, research and/or client-facing role. Proven communication / relationship management skills.
• Prior experience in KYC/AML/CTF topics and/or ability to demonstrate strong knowledge on these topics.
• Influences and supports members of the PRM team by leading in decision making and approach where problems are more complex and require sophisticated analysis or experience. Escalates or point of escalation where necessary.
• Demonstrate good technical understanding of Global Markets activities and products and actively promotes the market and area of expertise outside of the bank to key stakeholders
• Demonstrate good knowledge of the financial industry incl. brokers
• Strong quantitative and data analysis skills
• Proven ability to analyze & assess large data/information to make sound judgement/recommendation
• Proven ability as team player but to also work independently to deliver on goals/objectives
• Impeccable conduct and respect for a strong compliance culture and regulatory framework
• True intellectual curiosity and a passion for markets, clients and business
• Excellent communication skills (both verbal and written)
• Fluent English speaker
  
  

Why joining BNP Paribas?

• Leading banking institution
  
  

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

• Our presence in Portugal
  
  

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.

• International reach
  
  

Thanks To Its International Presence And Regular And Close Collaboration Among Its Different Entities, BNP Paribas Has The Resources To Support All Clients With Financing, Investment, Savings And Protection Solutions That Help Make Their Projects a Success. BNP Paribas Holds Key Positions In Its Three Core Operating Divisions

• Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines;
• Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
• Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.
• Diversity and Inclusion commitment
  
  

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.

• Commitment towards work/life balance
  
  

At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

• Remote Working Conditions
  
  

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal

• Please note that only applications submitted in English will be considered.
• In case you are selected for this role, further documentation will be requested to support your hiring process.