Private Banking Assistant
3 weeks ago
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. 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.
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.
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
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
Knowledge of business processes, standards, policies and procedures
Previous customer service experience ideally within financial services
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
Strong interpersonal and client relationship building skills
Exercise good judgement skills to prevent fraud and raise alerts as necessary
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