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The Private Banking Assistant will ensure that all aspects of the Client's experience with Kleinwort Hambros are dealt with in a professional, accurate and timely manner including:
Maintenance of the operation capabilities of the existing accounts(i.e. static data)
Support to Private Bankers across all segments 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
Actively assisting in enhancing the clients relationships to their full business potential through service delive ry
All our positions are open to people with disabilities
Provide administrative support to Private Bankers, complete required paperwork and record maintenance, assist with the administration of various client reviews, respond to client enquiries and provide administrative co-ordination with all areas of the bank and, where necessary, the wider SG Group entities
Use time effectively, balancing personal commitment with the use of other resources to deliver a high quality of service
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 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 SG Kleinwort Hambros procedures and relevant regulations;
Application of IMMUNE and FORCE rules;
Must seek management advice in case of doubt
Client Engagement and meeting co-ordination
Manage incoming client mail, calls and referrals
Track all incoming client queries along with actions arising from client meetings and calls
Respond to all client valuation, statement or audit requests
Track routine client reporting processes and escalate with bankers as necessary
Ensure all client engagement documentation is recorded appropriate on client files within strategic archive
Client Service Management
Obtain reports for all clients on issues arising at client touch points outside of Private Banking
Monitor key processes and client service levels for all clients validating compliance time and quality targets
Co-ordinate all client service remediation activities, including calls and letters to client
Client Documentation Management
Validate up to date client procedures and documentation from Business Assurance, Operations, Compliance or Legal
Drive the documentation process for :- Client take on, 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
Stock transitions/transfers in and out and within portfolios
Money transmission, standing orders and payment processing - all following client instruction and including engagement on sanctions checks
Monitoring of client debit/credit balances and taking appropriate action where necessary
Monitoring of client portfolio holdings on internal systems
Adherence to call back procedures
Support administration of client Execution Only activities
Environment Kleinwort Hambros brings together two longstanding, award-winning British Private Banks, SGPB Hambros and Kleinwort Benson, to create Societe Generale's private banking and wealth management division in the UK, Channel Islands and Gibraltar.
Established in 1786 and 1839 respectively, Kleinwort Benson and SGPB Hambros have a wealth of experience in helping individuals, families, entrepreneurs and family offices manage their assets.
Kleinwort Hambros retains both banks' standard for expertise, security of assets and quality of service. Our teams come together to provide a strengthened view of on personal, family and corporate wealth, supporting our clients in making sound financial decisions. Driven by our shared values of team spirit, commitment, responsibility and innovation. Kleinwort Hambros provides a service underpinned by local knowledge, backed by global expertise.
Job code: 19000HZ4 Business unit: Kleinwort Hambros Starting date: 19/08/2019 Date of publication: 23/07/2019
Internal Number: 6265470
About SOCIETE GENERALE
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