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    Senior Private Banker/private Banker - London, United Kingdom - SGS Société Générale de Surveillance SA

    SGS Société Générale de Surveillance SA
    SGS Société Générale de Surveillance SA London, United Kingdom

    4 weeks ago

    Default job background
    Description

    The Commercial Department is responsible for the profitable management and the strategic direction of the Private Banking Teams in the UK, CI and GIB.


    Our Commercial strategy focuses on four main areas:
    ...The wider Commercial team strive for the best in class service to our clients to ensure good client outcomes, in addition to building new networks with a strong focus on new client acquisition, ensuring a strong risk management culture in partnership with wider business areas.

    Responsible for developing, managing and retaining client relationships with high net worth individuals as part of a member of a team of private bankers who are focused on one or more target segments.

    Strong focus on Business Development and Client/Asset gathering, maintenance of existing client book. To be a key role model and mentor to support the Private Banking Team Development
    Ensure that you adhere to and drive a culture that treats clients fairly that focuses on long term sustainability of client relationships
    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 team-based 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

    Main clients focus:
    both UHNWI and HNWI in one or more defined segments
    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 relationship
    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
    Perform all duties in accordance with the principles outlined in the KH Code of Conduct, and the SG Code, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that focuses on the long-term sustainability of client relationships and delivers good outcomes to retail client
    In-depth product knowledge and excellent sales and relationship management skills.
    Knowledge of regulations applying to the bank, its staff and our clients
    Knowledge of internal risk and conduct management, compliance, AML procedures and constant vigilance in respect of them
    Strong commercial acumen
    Exercise good judgement skills to prevent fraud and raise alerts as necessary
    Ideally a minimum of 5- 7 years' experience in a client facing financial services/banking role
    Strong conduct risk ethos and record

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

    As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or genderidentity.

    We are an equal opportunities employer and we are proud to make diversity a strength for our company.

    Societe Generale is committed to recognizing and promoting all talents , regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

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