Senior Private Banker- - Cambridge, United Kingdom - Société Générale

Société Générale

Verified Company

Cambridge, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Responsibilities:

Description of the Business Line or Department_ _**Our commercial strategy focuses on three main areas:

Ensure growth through our key client segments: KCIS (Key Client and International), B2B (Financial Intermediaries), UK Domestic, Channel Islands and Gibraltar
Drive our global sales management, notably by combining our indicators by entity and by private banker (AuM, NNMA, NBI, GOI);
Anchor our risk culture, conduct, Customer Excellence and the Group values described in the Leadership Model in our sales force

Summary of the key purposes of the role

The purpose of the Associate Private Banker role is to support Private Bankers in the maintenance and development of new and existing client relationships.
Is responsible for providing support to one or more Private Banker(s) / Directors in developing, managing and retaining client relationships with high net worth individuals as a member of a team of private bankers who are focused on one or more target segments, ensuring ongoing support to the Private Banking Assistants as required
Actively assisting in developing client relationships to their full business potential

Profile required:

Summary of responsibilities

Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets)
Strong focus on new asset gathering
Meet or exceed a number of individual and teambased financial targets, including income, AUM/NNMA and return on AUMs
Strong knowledge and discipline relating to risk management, compliance, AML and regulatory procedures
Ensure that all regulatory training and testing is completed in a timely manner
Business development focus to develop new client relationships through relationship management with key business introducers and existing client base to maximise further opportunities
Actively involved in developing and maintaining client relationships, both individually and as part of a team
Main clients focus: both UHNWI and HNWI in one or more defined segments
Act as a role model, providing coaching and guidance to less experienced bankers and assistants
Work effectively and successfully within the team and corporate framework
Perform all duties in accordance with the principles outlined in the Kleinwort Hambros Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships
Fully respect SG Policies and Procedures defined locally, at PRIV and at Group Level, in order to control operational risks
Respect of local Kleinwort Hambros procedures and relevant regulations
Must seek advice from management in case of doubt

Competencies

Individual contributor level competencies as defined in the SG Leadership Model
Indepth product knowledge and excellent sales and relationship management skills.
Strong Business Development acumen
Manages and targets clients and key relationships.
Advising across a broad range of products and services
Good knowledge of the wider SG Group
Client development and retention capabilities
Knowledge of internal risk and conduct management, compliance, AML procedures and constant vigilance in respect of them
Acts as a role model to the wider team
Train less experienced staff as required
Excellent interpersonal skills
Strong commercial acumen
Team orientated & collaborative approach
Exercise good judgement skills to prevent fraud and raise alerts as necessary
Team Player & Collaboration

Why join us:

People join for the impact they can have on us. They stay for the impact we have on them.

A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours.

It's personable, human, and inspires success through passion.

By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation.

Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together.

We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight: