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.
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
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 relationships
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
Application of IMMUNE and FORCE rules
Must seek advice from management in case of doubt