Private Banker

3 weeks ago

London, Greater London, United Kingdom SOCIETE GENERALE Full time
About the Role

Societe Generale is seeking a highly skilled Private Banker to join our team. As a Private Banker, you will be responsible for developing and managing client relationships with high net worth individuals.

Key Responsibilities
  1. Develop and implement comprehensive financial plans for clients, including investment strategies and wealth management advice.
  2. Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  3. Stay up-to-date with market trends and regulatory changes, ensuring clients are informed and advised accordingly.
  4. Collaborate with internal teams to provide a seamless client experience, including account management and transaction processing.
  5. Meet or exceed financial targets, including income and asset growth.
Requirements

To be successful in this role, you will need:

  • Appropriate qualification and CPD as required to perform the role as set out by the firm.
  • Strong business development acumen and ability to build and maintain client relationships.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal teams.
  • Knowledge of regulations applying to the bank, its staff, and our clients.
  • Good knowledge of the wider SG Group.
Why Join Us

Societe Generale is 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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