CRM Hunter UK – M/F/D

Permanent contract|Geneva|Private Banking

CRM Hunter UK – M/F/D

Geneva, Switzerland Permanent contract Private Banking

Responsibilities

Société Générale Private Banking, the wealth management arm of Société Générale, is operational in 11 countries across the globe. Société Générale Private Banking Suisse SA, is part of the SGPB network based in Switzerland and offers wealth management solutions to high net worth individuals. SGPB Suisse is offering comprises global expertise in international wealth planning as well as in a wide range of investment solutions.

Main mission:

The CRM Hunter has the mission to develop both:

new client’s relationships
an existing clients’ portfolio booked towards CRM Farmer (« Existing but unexplored clients »)

He/she has a significant role of prospection with objectives oriented to collect new money (NMA), by appealing to all resources and experts at your disposal within Société Générale Group.

Desired start date: as soon as possible

Responsibilities:

Identification, acquisitions, development on his/her geographic scope: UK market
Development and maintenance of relationships with business getters and other intermediaries
Contribute to the development of clients’ relationships well established – growth of existing portfolios
Participation to the review of existing clients’ portfolios to develop (« Existing but unexplored clients »)
Use of the different expertise of the bank in order to develop relationships with business partners: WMS (ADV, DPM, PMA, MKS, WPS), Credit Advisors and other expertise of SG Group
Maximization of clients’ needs through the promotion of products and services of the bank; knowledge and promotion of the « bank » offering
In the coordination with the Marketing department (WMS), define the requirements and commercial offerings conception: « pitch » clients, price/fees proposal, services offering, investments proposals
Take part in the creation of New Products
Responsible for specific cases set-up (financings, new contacts opening process …) in connection with experts
During the « onboarding » process, make sure of the quality of account opening file and the good management of the file for prospects
During the introduction of a new client and of all accounts associated to the client, responsible for the preparation of KYC memo, AML scoring, compliance matrix

Profile required

Education & Experience:

Degree in economics / banking
At least 3-5 years of experience in the banking environment, ideally in a similar function

Language skills:

Fluent in English (written and oral)
Other languages are an asset

Technical, operational and behavioural skills:

In-depth product knowledge and excellent sales and relationship management skills
Capacity to manage and target the largest clients and maintain key relationships
Advisory capabilities
Knowledge of regulations applying to clients
Good knowledge and network of the SG Group
Good interpersonal skills
Commercial skills
Team Spirit

Why join us

Société Générale Switzerland is a multi-category bank offering every employee the possibility to have several careers in a professional career path. Internal mobility and training are two core areas we focus on, in a dynamic, prosperous and evolving context.

Business insight

At Societe Generale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.

Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA.

If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us!

Still hesitating?

You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.