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Description of Business Line or Department The role will involve the development of skills and knowledge on new business take on and internal and external marketing of SPWS Services throughout SGPB and externally. Working with the New Business Director, the role holder will assist, oversee and supervise in all aspects of the new business take on process to ensure the smooth transition of all new fiduciary business with accuracy, timeliness and adherence to Company management controls. The role holder will also assist with the administration of Structures onboarded with a view to growing the Private Client Team over time. Summary of the key purposes of the role
Provide a high level of client service by ensuring client new business enquires / concerns are quickly and thoroughly dealt with
Management and upkeep of Marketing Materials, provision of bespoke Marketing literature as required by the business
Preparation of and checking of business proposals/ prospect pitches
Management and upkeep of Prospect Records and Management Information in relation to Trust all new business prospects
Preparation and review of Client Documentation and correspondence in relation to and newly created structures.
Provide a high level of client service to existing clients on the Team ensuring all standard Trust Administration Tasks are quickly and thoroughly dealt with
Provide a high level of client service by ensuring client new business enquires / concerns are quickly and thoroughly dealt with.
Maintain an open and focused dialogue between the Business Acceptance Committee, Administration Teams, Risk and Internal Control, Group Compliance and other service teams across the business
Liaison with the compliance team to complete due diligence processes
Update internal system with all new business opportunities received. Maintains internal systems to ensure status of all enquiries listed are current
Completes Business Acceptance Committee (BAC) application form for initial review of proposal by BAC
Completes relevant contractual documentation for the services sought by the client
Collating, collecting and commenting upon all documentation related to a new piece of business from a commercial and practical viewpoint
Participation at meetings in conference calls pertaining to new business taken on
Liaison with clients and all relevant third parties as and when required to manage people's expectations as to the completion of new business process
Work closely with Trust Admin Dept regarding best practise and information sharing and the timing of their actions as part of New Business take- on process
All our positions are open to people with disabilities
Graduate in a relevant field and a professional qualification. E.g. ACCA, ICSA, STEP
3-5 years experience in a Trust Administration Role similar role
Expertise in all MS Office packages (Word, PowerPoint, Excel, and Outlook). Other software packages as appropriate - NavOne expertise and in house know-how regarding SGPB Banking systems and practises
Why Join Us
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
Business Insight 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
Job code: 19000HNF Business unit: Kleinwort Hambros Starting date: Immediate Date of publication: 23/07/2019
Internal Number: 6550140
About SOCIETE GENERALE
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