Senior Private Banker - London, United Kingdom - Société Générale

Société Générale

Verified Company

London, 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 with particular focus on FIM (Financial Intermediaries).
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 on a daily basis

Summary of the key purposes of the role

Responsible for developing, managing and retaining client relationships with financial intermediaries as part of a member of a team of private bankers who are focused on one or more target segments.
Focus on Business Development and Client/Asset gathering, maintenance of existing client book.
Winning new portfolio mandates with primary focus on IFA segment and promotion of our DPM offering
Ensure that you adhere to and drive a culture that treats clients fairly that focuses on long term sustainability of client relationships.

Summary of responsibilities

Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets)
Meet or exceed several 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
Good business development skills to develop new client relationships through 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 managed by intermediaries
The Private Banker may be expected to provide 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 SGPBH 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 longterm 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 SGPBH procedures and relevant regulations
Application of IMMUNE and FORCE rules
Must seek advice from management in case of doubt

Profile required:

Competencies

Individual contributor level competencies as defined in the SG Leadership Model
Indepth product knowledge and excellent sales and relationship management skills.
Business development skills
Manages and targets clients and key relationships.
Advising across a broad range of products and services
Ability to develop 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
Train less experienced staff as required
Excellent interpersonal skills
Strong commercial acumen
Exercise good judgement skills to prevent fraud and raise alerts as necessary
Team Player & Collaboration

Required:
Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD).

Desirable:

Level 6 qualification such as the CISI Full Diploma

- in order to provide regulated credit advise will require Certificate of Mortgage Advice qualification to Level 3.

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:

We are an

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

Societe Generale is committed to recognizing and- Reference:
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230004OA