Senior Private Banker

7 days ago

London, Greater London, United Kingdom eFinancialCareers Full time

Description of the Business Line or Department

Our commercial strategy focuses on three main areas:

  • Ensure growth through our key client segments with particular focus on FIM (Financial Intermediaries).
  • Drive our global sales management, notably by combining our indicators by entity and by private banker (AuM, NNMA, NBI, GOI);
  • Anchor our risk culture, conduct, Customer Excellence and the Group values described in the Leadership Model in our sales force on a daily basis

Summary of the key purposes of the role

  • Responsible for developing, managing and retaining client relationships with financial intermediaries as part of a member of a team of private bankers who are focused on one or more target segments.
  • Focus on Business Development and Client/Asset gathering, maintenance of existing client book.
  • Winning new portfolio mandates with primary focus on IFA segment and promotion of our DPM offering
  • Ensure that you adhere to and drive a culture that treats clients fairly that focuses on long term sustainability of client relationships.

Summary of responsibilities

  • Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets)
  • Meet or exceed several individual and teambased financial targets, including income, AUM/NNMA and return on AUMs
  • Strong knowledge and discipline relating to risk management, compliance, AML and regulatory procedures
  • Ensure that all regulatory training and testing is completed in a timely manner
  • Good business development skills to develop new client relationships through existing client base to maximise further opportunities
  • Actively involved in developing and maintaining client relationships, both individually and as part of a team
  • Main clients focus: both UHNWI and HNWI in one or more defined segments managed by intermediaries
  • The Private Banker may be expected to provide guidance to less experienced bankers and assistants
  • 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 longtermsustainability 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 advice from management in case of doubt
Competencies

  • Individual contributor level competencies as defined in the SG Leadership Model
  • Indepth product knowledge and excellent sales and relationship management skills.
  • Business development skills
  • Manages and targets clients and key relationships.
  • Advising across a broad range of products and services
  • Ability to develop good knowledge of the wider SG Group
  • Client development and retention capabilities
  • Knowledge of internal risk and conduct management, compliance, AML procedures and constant vigilance in respect of them
  • Train less experienced staff as required
  • Excellent interpersonal skills
  • Strong commercial acumen
  • Exercise good judgement skills to prevent fraud and raise alerts as necessary
  • Team Player & Collaboration

Required:
Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD).

Desirable:

  • Level 6 qualification such as the CISI Full Diploma
- in order to provide regulated credit advise will require Certificate of Mortgage Advice qualification to Level 3.

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