Senior Private Banker

2 months ago

Edinburgh, United Kingdom Société Générale Full time

**Responsibilities**:
**Description of the Business Line or Department**

Our commercial strategy focuses on three main areas:

- Ensure growth through our key client segments: KCIS (Key Client and International), B2B (Financial Intermediaries), UK Domestic, Channel Islands and Gibraltar
- 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

**Summary of the key purposes of the role**
- Responsible for 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.
- Strong focus on Business Development and Client/Asset gathering, maintenance of existing client book. Creation of new portfolio mandates with primary focus on DPM and Managed Advisory.
- To be a key role model and mentor to support the Private Banking Team Development
- 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)
- Strong focus on new asset gathering
- Meet or exceed a number of individual and team-based 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
- Business development focus to develop new client relationships through relationship management with key business introducers and 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
- Act as a role model, providing coaching and 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 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 Kleinwort Hambros procedures and relevant regulations
- Must seek advice from management in case of doubt

**Profile required**:
**Competencies**
- Individual contributor level competencies as defined in the SG Leadership Model
- In-depth product knowledge and excellent sales and relationship management skills.
- Strong Business Development acumen
- Manages and targets clients and key relationships.
- Advising across a broad range of products and services
- 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
- Acts as a role model to the wider team
- Train less experienced staff as required
- Excellent interpersonal skills
- Strong commercial acumen
- Team orientated & collaborative approach
- Exercise good judgement skills to prevent fraud and raise alerts as necessary
- Team Player & Collaboration

**Why join us**:
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.

**Business insight**:

- We are an
- **equal opportunities employer** and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and- Reference**:23000820**:

- Entity**:Kleinwort Hambros**:

- Starting date**:2023/05/22**:

- Publication date**:2023/03/21

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