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), FIM (Financial Intermediaries), 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);
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, 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.
Focus on Business Development and Client/Asset gathering, maintenance of existing client book. Creation of new portfolio mandates with primary focus on DPM, lending and cash.
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).
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.
Good business development skills to develop new client relationships through 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: Mass Affluent..
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.
We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.