Senior Private Banker Senior Private Banker …

SOCIETE GENERALE Corporate & Investment Banking
in London, England, United Kingdom
Permanent, Full time
Last application, 26 Jun 19
Competitive
SOCIETE GENERALE Corporate & Investment Banking
in London, England, United Kingdom
Permanent, Full time
Last application, 26 Jun 19
Competitive
.
.


Description of the Business Line or Department
Our commercial strategy focuses on three main areas:
Ensure growth through our key client segments: KCS (Key Client Segment), Core Segment, International and PrivilegeTighten 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 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 from existing private clients, maintenance and defence 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 through existing private client network Meet or exceed a number of individual and team-based financial targets, including income, AUM/NNMA and return on AUMsStrong knowledge and discipline relating to risk management, compliance, AML and regulatory proceduresEnsure that all regulatory training and testing is completed in a timely manner Strong business development skills to develop new client relationships through existing client base to maximise further opportunities  Actively involved in developing, maintaining and retaining  client relationships, both individually and as part of a teamMain clients focus: both UHNWI and HNWI in one or more defined segmentsAct as a role model, providing coaching and guidance to less experienced bankers and assistantsWork effectively and successfully within the team and corporate frameworkPerform 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 relationshipsFully respect SG Policies and Procedures defined locally, at PRIV and at Group Level, in order to control operational risksRespect of local Kleinwort Hambros procedures and relevant regulationsApplication  of IMMUNE and FORCE rulesMust seek advice from management in case of doubt
 
Level of autonomy and authority
Job holder can authorise and make private client financial decisions within the business proposition


Profile:

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 acumen through a private client network Manages and targets clients and key relationships. Advising across a broad range of products and servicesKnowledge of regulations applying to the bank, its staff  and our clientsGood knowledge of the wider SG GroupClient development and retention capabilitiesKnowledge of internal risk and conduct management, compliance, AML procedures and constant vigilance in respect of themActs as a role model to the wider teamExcellent interpersonal skillsStrong commercial acumenTeam orientated & collaborative approach Exercise good judgement skills to prevent fraud and raise alerts as necessary
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