Specialist in Sales & Relationship Management
BNP Paribas
Warsaw, MA, PL
1 d. temu

BNP Paribas Securities Services is a wholly owned subsidiary of BNP Paribas specialising in the administration and protection of financial securities for institutional investors, financial intermediaries and major companies worldwide.

We have local expertise in 36 markets and a global reach covering more than 90 markets.

As leading global custodians, we serve a range of clients such as fund managers (including alternative funds), insurance companies, sovereign-wealth funds, pension funds, brokers and investment banks, commercial banks, major companies and issuers.

The Warsaw office was established in 2008 and comprises two business lines :

International Operations Centre (IOC) providing asset and fund services for a number of locations across Europe.

Custody & clearing services offering broker-dealers, global custodians and investment banks a full clearing, settlement and custody solution in Poland and other markets.


The position level will be adjusted to the Candidate's level of experience

Main Overall Tasks :

  • Actively contribute to the sales effort by mapping the possible business opportunities within specified prospect groups
  • Identify new business opportunities with existing clients and ensure high level of client satisfaction
  • Understand the client’s strategy and requirements to enable BNP Paribas Securities Services to deliver on the client needs
  • Manage the strategic meetings with the Clients (contributing to the agenda / preparing materials for the Clients / Prospects)
  • Gathering market intelligence
  • Client on-boarding & implementation cooperation with relevant teams (CSM, Operations, Compliance)
  • Ensure that proper and clean account documentation for each client is in place in accordance with internal guidelines and always kept up-to-date
  • Contribute to the information and documentation collection as well as to the KYC process
  • Mapping and produce competitors’ analysis (SWOT)
  • Contribute to and manage the RFP processes
  • Contribute to the development of the BNP Paribas Securities Services brand and market reputation
  • Permanent Responsibilities :

  • Starting the business relation and addressing the prospects’ needs
  • Keep regular contact with the client by preparing and sending Market & Client
  • Updates and helping in answering strategic queries
  • Organizing client on-site visits (service review, DDVs, etc.)
  • Assist in applying for the Credit lines and preparation of the Credit lines file
  • Participation in regular meetings with Compliance and Client Acceptance Committees
  • Planning a timetable for the process, filling in the RFP questionnaire, answering strategic question, completing the supporting documentation.
  • Being responsible for completing and sending out the due diligence questionnaires / AFME questionnaires to the existing Clients
  • Contribute to the service developments initiatives
  • Regular preparation of the sales report covering Client Dev current actions and pipeline
  • Requirements :

  • Fluent English
  • Experience in Securities Services or Investment Fund industry
  • Client Focus
  • Excellent communication and interpersonal skills
  • Ability to co-operate in teams (internal and external)
  • Willingness to take ownership and responsibility
  • Self-motivation, willingness to learn
  • Attention to detail and accuracy,
  • Organization and facilitation of meetings / committees / workshops
  • University degree (economy, banking, marketing and communication studies)
  • Proven experience in Client communication will be an advantage
  • We offer :

  • Employment on the basis of full-time job contract
  • Supportive and friendly work environment with many opportunities to integrate with work colleagues (tennis school, football league, volleyball and basketball classes, integration weekends, etc.)

    Wide range of trainings : soft skills, professional competences, technical trainings and financial knowledge trainings

    Opportunities to growth within the organization including 6 Career Paths to choose from

  • Attractive benefits package : private medical care, life insurance, sport card, lunch card,
  • additional benefits to choose from the cafeteria platform (cinema and theatres tickets, online shops vouchers, etc.)

    co-funding of language courses and many more

  • Prestigious work location near Rondo Daszyńskiego
  • Thank you in advance for sending your application. We kindly inform you we will contact only chosen candidates.

    BNP Paribas promotes equality of opportunity and is 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, race, religion or belief, sex or sexual orientation.

    Please attach the below clause to your application : I hereby give consent for my personal data included in my application to be processed for the purposes of the recruitment process under the Regulation (EU) 2016 / 679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95 / 46 / EC (General Data Protection Regulation) introduced into the Polish law with Data Protection Act of 10 May 2018 (Dz.

    U. 2018 poz.1000 as amended). I acknowledge that I have the right at any time to view, to amend or correct and to request to erase my personal data.

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