Senior Private Banker

Permanent contract|London|Private Banking

Senior Private Banker

Kleinwort Hambros
  • London, United Kingdom
  • Permanent contract
  • Private Banking

Responsibilities

SG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.

We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.

Our commercial strategy focuses on three main areas:

  • Ensure growth through our key client segments: KCIS (Key Client and International), B2B (Financial Intermediaries), UK Domestic, Channel Islands and Gibraltar, French Nexus and Entrepreneurs.
  • Drive 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


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

  • Meet or exceed several individual and team-based financial targets, including income, AUM/NNMA and return on AUMs
  • Knowledge of markets, products and advice (investment management, wealth planning, banking, credit, and capital markets)
  • 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
  • Act as a role model, providing coaching and guidance to less experienced bankers and assistants

Profile required

Profile required

  • In-depth product knowledge and excellent sales and relationship management skills
  • Strong Business Development acumen
  • CISI Level 4 (or equivalent)
  • Manages and targets clients and key relationships
  • Advising experience across a broad range of products and services
  • Knowledge of regulations applying to the bank, its staff and our clients
  • Client development and retention capabilities
  • Strong commercial acumen
  • Team orientated & collaborative approach
  • Exercise good judgement skills to prevent fraud and raise alerts as necessary

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.

Business insight

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 Société Générale, 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 identity.

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, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 24000I0E
Entity: Kleinwort Hambros
Starting date: 2024/09/23
Publication date: 2024/07/04
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