Private Banking Assistant

4 weeks ago

London Area, United Kingdom SG Kleinwort Hambros Full time

SG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.


We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.


Building a responsible organisation is a fundamental part of our long-term vision. We aim to be a leading responsible bank for client service and expertise. Underneath this leadership of responsibility are the stakeholders we seek to serve as a responsible bank: our clients, colleagues, the community and the climate. We help our clients to build sustainable legacies; we support our colleagues by promoting diversity and inclusion; we make a positive social impact for our community and we champion climate action by reducing our carbon footprint.


Summary of Key Purpose:

The purpose of 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.


The Private Banking Assistant will ensure on behalf of their Business Unit that all aspects of the Client’s experience with SG Kleinwort Hambros are dealt with in a professional, accurate and timely manner.


Summary of responsibilities

  • First point of contact for client activity including transactional activities, operational issues, queries or service issues
  • 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 area of the bank, and where necessary, the wider SG Group entities
  • Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes and other duties
  • Develop and maintain collaborative relationships across the functions
  • Raise suggestions with line manager regarding potential efficiency / service level enhancements where applicable
  • Manage incoming client requests or communications via email, calls and referrals
  • Prepare for client meetings / calls at banker’s requests – including investment schedules and meeting packs
  • Track all incoming client queries along with actions arising from client meetings and calls
  • Respond to all client valuation, statements or audit requests
  • Track routine client reporting processes and escalate with bankers as necessary
  • 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
  • Supporting administration of client Execution only activities


Profile Required:

  • Knowledge of business processes, standards, policies and procedures
  • Previous customer service experience ideally within financial services
  • Excellent Verbal and written communication skills
  • French speaker
  • 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 details
  • Strong interpersonal and client relationship building skills
  • Team player and collaborations
  • Exercise good judgement skills to prevent fraud and raise alerts as necessary

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