Private Banker

2 weeks ago


London, Greater London, United Kingdom SOCIETE GENERALE Full time

Job Summary

We are seeking a highly skilled and experienced Private Banker to join our team at Societe Generale. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth individuals, providing them with tailored financial solutions and advice.

Key Responsibilities

  1. Develop and maintain relationships with high net worth individuals, providing them with tailored financial solutions and advice.
  2. Meet or exceed individual and team-based financial targets, including income, AUM/NNMA and return on AUMs.
  3. Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice.
  4. Work effectively with the wider team to achieve business objectives.
  5. Act as a role model and mentor to less experienced bankers, providing coaching and guidance as needed.

Requirements

To be successful in this role, you will need:

  1. Appropriate qualification and CPD as required to perform the role as set out by the firm.
  2. Strong knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets).
  3. Excellent sales and relationship management skills.
  4. Strong Business Development acumen.
  5. Knowledge of regulations applying to the bank, its staff and our clients.
  6. Good knowledge of the wider SG Group.
  7. Client development and retention capabilities.
  8. Knowledge of internal risk and conduct management, compliance, AML procedures and constant vigilance in respect of them.

Why Join Us

Societe Generale is an equal opportunities employer and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.


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