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The Role At Kleinwort Hambros, we know how to simplify life's financial challenges. We also understand the importance of creating a strong relationship with our clients. Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.
We understand the importance of creating strong relationships and are looking for ambitious individuals to join our growing team. Working within our Private Banking arena you will have a clear focus on our key fundamental of managing relationships as we serve several thousand clients with a strong British heritage and a portfolio of niche international teams. What makes us different? Our offering is extensive; we are one of the few that can deliver an end to end suite of asset management services.
Whilst experience is important, finding the right person who live and breathe our values is something we're passionate about. We've got to where we are today by being full of team spirit and driving innovation. If you're looking to build a lasting career here at Societe Generale, we encourage everyone to share the responsibility and commitment together
The Private Banking Assistant role is to be part of the Client Service Team (CST) supporting the Private Bankers. It is a vital link between Clients, Private Bankers and Support Services from initial client introduction and throughout the life of the relationship.
All our positions are open to people with disabilities
Roles and Responsibilities
Work as part of the Client Service Team, supporting the Private Bankers with client requests, transactions, documentation and client communications
Validate client procedures and documentation from Business Assurance, Operations, Compliance or Legal
Drive the documentation process for Client onboarding, Client closure, Client death, New account set up, Closure of dormant accounts, Trust estate processing; Portfolio creation; Stock Transitions and transfers; Manage client file details and ensure remediation of all incomplete KYC data.
Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes etc
Work effectively and successfully within the team and corporate framework
Skills and Experience
Gained some experience within private banking
Outstanding client services or customer services skills
Finance related degree or A Levels
Level 4 RDR compliant qualification (or working towards) such as the CISI Investment Advice Diploma (IAD) which must include the derivatives module
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.
Environment Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.
Job code: 19000HAJ Business unit: Kleinwort Hambros Starting date: 26/08/2019 Date of publication: 01/07/2019
Internal Number: 6123535
About SOCIETE GENERALE Corporate & Investment Banking
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