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    Senior Private BankerPermanent contractLondon, United Kingdom - Société Générale Assurances

    Société Générale Assurances
    Société Générale Assurances London, United Kingdom

    Found in: Talent UK C2 - 6 hours ago

    Default job background
    Permanent contract
    Description

    Senior Private Banker

    Permanent contract|London|Private Banking

    Senior Private Banker

  • London, United Kingdom
  • Permanent contract
  • Private Banking
  • Responsibilities

    Description of the Business Line or Department

    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:

    · Domestic

    · KCIS Key Client & International

    · French Nexus

    · B2B clients

    supported by our Business Development, Client Services and Onboarding Teams.

    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.

    Summary of the key purposes of the role

    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. Creation of new portfolio mandates with primary focus on DPM and Managed Advisory.

    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

    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 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

    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 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

    Profile required

    Competencies and qualifications

    #URGENTREQUIREMENT

    Appropriate qualification and CPD as required to perform the role as set out by the firm

    SPS

    PB - CISI Level 4 + Securities + Derivatives + CeMap

    Individual contributor level competencies as defined in the SG Leadership Model

    In-depth 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

    Knowledge of regulations applying to the bank, its staff and our clients

    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

    Ideally a minimum of 5- 7 years' experience in a client facing financial services/banking role

    Successful track record as a Client Relationship Manager

    Strong conduct risk ethos and record

    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.


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