Description of the Business Line or Department
Our commercial strategy focuses on three main areas:
Ensure growth through our key client segments: KCS (Key Client Segment), , Core Segment, International and Privilege
Tighten our global sales management, notably by combining our indicators by entity and by private banker (AuM, NNMA, NBI, GOI, LUM, ROA);
Anchor our risk culture, conduct, Customer Excellence and the Group values described in the Leadership Model in our sales force on a daily basis
Summary of the key purposes of the role
Responsible for developing a book from scratch, managing and retaining client relationships with high net worth individuals with the longer term view of moving into the core CRM team once a client book has been fully developed
Work as part of a team of private bankers and Business Acquisition Managers who are focused on working with 3rd party introducers to developing new business
Responsible for developing and managing key business introducer relationships and intermediaries who have access to high net worth individuals, as part of a team of private bankers who are focused on one or more target segments
Ensure all leads from Business Acquisition Manager are fully investigated in order to onboard the clients.
Ensure that you adhere to and drive a culture that treats clients fairly that focuses on long term sustainability of client relationships
Pitch together with the Business Acquisition Manager
Summary of responsibilities
Work closely with the Business Acquisition Managers in developing and maintaining key intermediary channels.
Attend external events for networking purposes and to identify further opportunity.
Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets).
Meet or exceed a number of individual and team-based financial targets, including AUM/NNMA, income, return on AUMs and credit books.
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.
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.
The Private Banker may be expected to provide guidance to less experienced bankers and assistants.
Work effectively and successfully within the team and corporate framework.
The employee must know and comply with the regulations, rules and procedures, internal and external applicable in the context of its function and follow the compulsory training.
Perform all duties in accordance with the principles outlined in the SG 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 Kleinwort Hambros 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.
Application of IMMUNE and FORCE rules.
Must seek advice from management in case of doubt.
Level of autonomy and authority
Job holder can authorise and make private client financial decisions within the business proposition
All our positions are open to people with disabilities
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 skills
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
Ability to develop good knowledge of Kleinwort Hambros and 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
Train less experienced staff as required
Excellent interpersonal skills
Strong commercial acumen
Exercise good judgement skills to prevent fraud and raise alerts as necessary
Team Player & Collaboration
Demonstrable strong track record of new business acquisition and the ability to develop a book from scratch
Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD)
Level 6 qualification such as the CISI Full Diploma
If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Societe Generale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment.
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.