| 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. |
Description of the Business Line or Department
Client/Asset gathering, Maintenance of existing client book and actively assisting further expansion. Introduction of new client relationships to the Bank. Creation of new portfolio mandates with primary focus on DPM and Managed Advisory.
Summary of the key purposes of the role
Is responsible for providing support to one or more Senior Private Banker(s) / Directors in 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
Responsible for maintaining the operation capabilities of the existing accounts( i.e. static data)
Actively assisting in developing the clients relationships to their full business potential
Summary of responsibilities
Provide administrative support to Private Bankers.
Responsibilities include completing required paperwork and record maintenance, participating in various projects, responding to client enquiries and providing administrative co-ordination with all areas of the bank and, where necessary, the wider SG Group entities.
Provide, and enhance the reputation of the Bank for, providing high quality relationship management;
Use time effectively, balancing personal commitment with the use of other resources to deliver a high quality of service;
Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes etc.
Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place;
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 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 SGPBH procedures and relevant regulations
Application of IMMUNE and FORCE rules
Must seek management advice in case of doubt
Individual contributor competencies as defined in the SG Leadership Model
Knowledge of business processes, standards, policies and procedures
Verbal and written communication skills
Word, Excel, Powerpoint and other relevant IT skills
Knowledge of regulations applying to the bank, its staff and our clients
Knowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of them
Reliability and attention to detail
Strong interpersonal skills
Team Player & Collaboration
Exercise good judgement skills to prevent fraud and raise alerts as necessary
A-Levels or equivalent
Relevant BA degree
Level 4 RDR compliant qualification (or working towards) such as the CISI Investment Advice Diploma (IAD)
Only applicable if the job holder is to work on an international team
If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Societe Generale, we believe our people are our strength and are core to the success of our business. 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 gender reassignment.