Trainee Marketing Assistant

Fixed term contract|London|Other job functions

Trainee Marketing Assistant

Kleinwort Hambros
London, United Kingdom Fixed term contract Other job functions


Description of the Business Line or Department

Kleinwort Hambros Marketing team is responsible for driving client acquisition and retention through integrated Marketing programs that position Kleinwort Hambros as the responsible private bank of choice for high net worth clients.

Working closely with internal experts, Marketing team drives brand awareness and visibility, develops engaging content and marketing collateral and delivers compelling client communications through a mix of online and offline channels.

Summary of the key purposes of the role

  • Help providing a seamless, streamlined client experience from onboarding to valuations statements.
  • Assist in driving marketing activities to result in new client acquisition, client retention and generation of new leads across commercial and client solutions strategy. 
  • Support the Marketing team in delivering key Marketing projects and initiatives as defined by the Marketing roadmap

Summary of responsibilities 

  • Design client literature across all client segments and solutions, including brochures, generic presentations, factsheets, flyers, training support and investment products reports and presentations, newsletters and publications
  • Liaise with external vendors (design agencies and printers) to maintain stock of literature
  • Provide timely marketing support to CRMs, Portfolio Managers and Investment Advisors in their client interactions (investment recommendations, discussion documents, presentations etc.)
  • Ensure all materials are approved by Compliance before being disseminated
  • Maintain library of marketing slides and presentations, keeping it up to date and with relevant approvals
  • Maintain internal sharepoint pages, keeping them up to date with the latest news, publications and market updates
  • Support the Marketing team in driving engagement with internal stakeholders, via Weekly Briefing and other training sessions
  • Be proactive in how to design documents to the highest professional standards and improve and streamline the activity of the marketing team
  • Design Requests for Proposals and Due Diligence Questionnaires
  • Drive client experience by improving quality of client documentation, including AOD, suitability letters, welcome letters, fee documents
  • 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.

Profile required


Professionalism & Enterprise

Team Spirit & Collaboration

Innovation with Focus

Knowledge of legal regulatory and industry requirements

Knowledge of business processes, standards, policies and procedures

Product knowledge

Budgeting and Cost Control

Change Management

Stake holder communication

Decision Making


Management Skills


Project Management


Analytical Thinking

Planning & Organising

Strategic & Commercial Awareness


Entry level / graduate position


Gradaute degree, ideally in Marketing or related field

Full knowledge of PowerPoint & Microsoft Word

Functional knowledge of Excel

Knowledge of Prezi a plus

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 reassignment.

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.

Reference: 210007LG
Entity: Kleinwort Hambros
Starting date: 2021/05/10
Publication date: 2021/03/24