Senior Private Banker

Recruiter
SOCIETE GENERALE
Location
London, United Kingdom
Salary
Negotiable
Posted
20 Jan 2023
Closes
28 Jan 2023
Ref
18524081
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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
  • 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 and actively assisting further expansion of other Private Banker books. 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 and supporting other bankers grow their books
  • May take ownership of driving a market/business strategy/initiative. This may also include leading project work that contributes to the continual improvement of the banks processes/ client experience ect.
  • 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
  • Strong business development skills 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
  • The Director - Private Banking will be expected to 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
  • In-depth product knowledge and excellent sales and relationship management skills.
  • Strong business development skills
  • 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
  • Ability to act as a mentor and a coach, and acts as a role model to the wider team
  • Excellent interpersonal skills
  • Strong commercial acumen
  • Strong team orientated approach
  • Exercise good judgement skills to prevent fraud and raise alerts as necessary
  • Team Player & Collaboration
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