Senior Private BankerPermanent contractLondon, United Kingdom
4 weeks ago
Senior Private Banker
Permanent contract|London|Private Banking
Senior Private Banker
London, United Kingdom Permanent contract Private Banking
Responsibilities
Description of the Business Line or Department
The Commercial Department is responsible for the profitable management and the strategic direction of the Private Banking Teams in the UK, CI and GIB. Our Commercial strategy focuses on four main areas:
· Domestic
· KCIS Key Client & International
· French Nexus
· B2B clients
…all supported by our Business Development, Client Services and Onboarding Teams.
The wider Commercial team strive for the best in class service to our clients to ensure good client outcomes, in addition to building new networks with a strong focus on new client acquisition, ensuring a strong risk management culture in partnership with wider business areas.
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 relationship
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
Perform all duties in accordance with the principles outlined in the KH Code of Conduct, and the SG Code, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that focuses on the long-term sustainability of client relationships and delivers good outcomes to retail client
Profile required
Competencies and qualifications
#URGENTREQUIREMENT
Appropriate qualification and CPD as required to perform the role as set out by the firm
SPS
PB - CISI Level 4 + Securities + Derivatives + CeMap
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
Knowledge of regulations applying to the bank, its staff and our clients
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
Ideally a minimum of 5- 7 years’ experience in a client facing financial services/banking role
Successful track record as a Client Relationship Manager
Strong conduct risk ethos and record
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.
-
United Kingdom
1 month ago
London, Greater London, United Kingdom Deutsche Bank Full timeUnited Kingdom (UK) Head Private Bank (PB) Anti-Financial Crime (AFC) Money Laundering Reporting Officer (MLRO) Job ID:R Full/Part-Time: Full-time Regular/Temporary: Regular Listed:Location:London
-
London, United Kingdom Société Générale Assurances Full timeTMT Finance VP Permanent contract|London|Corporate & Investment banking TMT Finance VP London, United Kingdom Permanent contract Corporate & Investment banking Responsibilities About Societe Generale CIB Société Générale CIB is a leading European investment bank. With nearly 117,000 employees in 66 countries, Société...
-
Senior Corporate Partnerships Officer
1 month ago
London, United Kingdom United Kingdom for UNHCR Full timeJob description A copy of our Job Applicant Data Protection Privacy form is also available in the documents section. **JOB PURPOSE** UK for UNHCR, the UN Refugee Agency's national charity partner, is looking for a dynamic Senior Corporate Partnerships Officer - New Business to join the Private Partnerships & Philanthropy team. You will be joining the...
-
Account Executive
5 days ago
London, United Kingdom Azul Systems Full timeAzul Careers Account Executive - United Kingdom - Sales - United Kingdom - London, United Kingdom*** Description We have an exciting opportunity for experienced software sales executives to join our dynamic and growing sales team in United Kingdom. Azul offers lucrative, uncapped commission potential! Our top sales professionals have been earning $1M USD...
-
London, United Kingdom Mapletree Full timeSenior Manager, Projects, Technical Services, United Kingdom (Based in London, United Kingdom) Employment Type: Permanent Location: United Kingdom The Role This position will be responsible for leading the multiple projects on Mapletree’s commercial assets across the UK and Ireland. You will manage service providers to implement the...
-
London, United Kingdom Société Générale Assurances Full timeCounterparty Credit Risk Officer Permanent contract|London|Risks Counterparty Credit Risk Officer London, United Kingdom Permanent contract Risks Responsibilities Description of the Business Line or Department OUR CULTURE At Société Générale, we live by our 4 core values of commitment, responsibility, team spirit and...
-
Enterprise Risk Management
4 weeks ago
London, United Kingdom Société Générale Assurances Full timeEnterprise Risk Management (ERM) Officer Permanent contract|London|Development / Coordination Enterprise Risk Management (ERM) Officer London, United Kingdom Permanent contract Development / Coordination Responsibilities Description of the Business Line or Department OUR CULTURE At Societe Generale, we live by our 4 core values...
-
Senior Recruiter
4 weeks ago
London, United Kingdom Keller Executive Search Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Keller Executive Search is currently seeking a highly experienced senior recruiter based in United Kingdom. We are looking for a top-tier professional who is prepared to take on the distinctive challenges and exceptional opportunities that this role...
-
London, United Kingdom Private Equity Insights Full timeBookkeeper and Credit controller at Private Equity Insights Recruiter Private Equity Insights Location London, London, United Kingdom, United Kingdom Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven...
-
EA to Partner
7 days ago
London, United Kingdom Tiger Recruitment Ltd Full timeMy Client is based in the heart of the West End. They are an international private equity company and this is an Executive Assistant (EA) role supporting a Partner, MD and small team. They are ideally looking for someone who is hungry, flexible and able to adapt to ever-changing demands. You'll need to be used to working to a fast-pace and organising...
-
Senior Executive, Procurement, United Kingdom
4 weeks ago
London, United Kingdom Mapletree Full timeSenior Executive, Procurement, United Kingdom (Based in London, UK) Employment Type: Permanent Location: United Kingdom The Role You are responsible for procuring major goods and services for various Mapletree entities within the Group. You will have to plan, organise and execute the procurement activities for mainly property management...
-
London, United Kingdom Mapletree Full timeManager, Asset Management, Student Housing, United Kingdom (Based in London, United Kingdom) Employment Type: Permanent Location: United Kingdom The Role This position will be responsible for formulating and executing asset management strategies and plans for our student housing assets based in the UK. Job Requirements Degree in...
-
Chief Administrative Office United Kingdom
4 weeks ago
London, United Kingdom Deutsche Bank Full time**Job Title **Chief Administrative Office United Kingdom & Ireland Anti Financial Crime Data Lead **Location **London **Corporate Title **Vice President Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank’s business operations and global...
-
Head of Finance
1 day ago
London, United Kingdom United Kingdom for UNHCR Full timeJob description **BENEFITS** 28 days holiday + Bank Holidays Life Assurance x4 of basic salary Income protection scheme 8% employer contribution pension scheme Flexibility **JOB PURPOSE** The Head of Finance will lead a small, established finance team and will need to drive a successful business partnership approach with teams across the organisation,...
-
Asset/Senior Asset Manger
2 weeks ago
london, United Kingdom JR United Kingdom Remote Work Freelance Full timeMadison Berkeley is excited to be working with relatively new BtR developer and operator. They are currently rolling out a portfolio of BtR assets across the UK, focused on young professionals. They currently have a portfolio of around 500 units (all operational within 2024) and are expanding its portfolio to over 5,000 units over the next 3-5 years. With a...
-
Assistant Underwriter
3 weeks ago
London, United Kingdom Burns & Wilcox United Kingdom Full timeCompany DescriptionBurns & Wilcox United Kingdom, a member of H.W. Kaufman Group, is a leading insurance provider with offices in City Of London, Manchester, and Birmingham. As part of the H.W. Kaufman Group, which has over 60 offices across the United States, Canada, and the United Kingdom, Burns & Wilcox employs more than 2,000 professionals. The company...
-
Personal Assistant
3 days ago
London, United Kingdom Careeraddict Full timePersonal Assistant - Executive Assistant to CEO - Private Bank 2 days ago Be among the first 25 applicants This range is provided by CareerAddict. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Excellent opportunity opens to join top rated Private Bank in a broad role directly ...
-
Senior/ Manager, Human Resource, United Kingdom
4 weeks ago
London, United Kingdom Mapletree Full timeSenior/ Manager, Human Resource, United Kingdom (Based in London) Employment Type: Permanent Location: United Kingdom The Role You will provide regional Human Resource business partnering support to the Student Housing Business unit and any other assigned Business/ Corporate Unit in UK. You will also be assigned with a UK HR specialisation...
-
Senior Legal Counsel Wealth Management
2 weeks ago
london, United Kingdom JR United Kingdom Remote Work Freelance Full timeSenior Counsel, Wealth Management Europe Our client a leading European Wealth Management banking business are seeking a Senior Legal Counsel based in London to support the European investment management business The Role: Provide specialised, strategic legal advice and support to the business on a range of legal issues within wealth management in Europe with...
-
Senior Editor at Private Equity Insights
7 days ago
London, United Kingdom Private Equity Insights Full timeSenior Editor at Private Equity Insights Do you thrive in a fast-paced environment, where you gain a tremendous amount of responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated and extremely driven people? And are you curious or passionate about finding or creating great stories and content? If so, you might be...
