Vacancy Alert: Assistant Private Banker | City of London

Company Name: Societe Generale
Location: City of London
Job Type: Permanent
Soc-Gen-Senior-business-womanSG Hambros Bank is part of the private banking division of the Socit Gnrale Group and provides a comprehensive wealth management service. With offices in Gibraltar, Guernsey, Jersey, London and the UK regions employing over 500 people, we have a rich history spanning over 200 years.
Wealth management has become a complex business. The choice of investments is endless and includes an increasingly diverse range of opportunities. Some are traditional while other recent innovations are as highly specialist as they are potentially rewarding. We provide an extensive range of wealth management services including banking, investment, trust and financial planning services to help clients make the right choice.Purpose of Role:Is responsible for providing support to one or more Senior Private Banker(s) / Private Banker(s) in 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 segmentsKey Responsibilities:

  • Responsible for providing administrative support to private bankers.
  • Responsibilities include completing required paperwork and record maintenance, participating in various projects, responding to client enquiries and providing administrative co-ordination with all areas of the bank and, where necessary, the wider SG Group entities.
    • Provide, and enhance the reputation of the Bank for, providing high quality relationship management;
    • Use time effectively, balancing personal commitment with the use of other resources to deliver a high quality of service;
    • Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes etc.
    • Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place;
    • Work effectively and successfully within the team and corporate framework

Among his/her responsibilities, the job holder commits to fully respecting SG Policies and Procedures defined locally, at PRIV and at Group Level, in order to control operational risks:

  • Respect of local SGPBH procedures and relevant regulations
  • Application of SG Code of conduct
  • Application of IMMUNE and FORCE rules
  • He / she must seek advice from his/her management in case of doubt

Key skills, capabilities:
Operational

  • Knowledge of business processes, standards, policies and procedures
  • Verbal and written communication skills
  • Numeracy
  • Word, Excel, Powerpoint and other relevant IT skills
  • Knowledge of regulations applying to the bank, its staff and our clients
  • Knowledge of internal risk management, compliance, AML procedures and constant vigilance in respect of them

Behaviour

  • Reliability and attention to detail
  • Strong interpersonal skills
  • Team Player & Collaboration
  • Exercise good judgement skills to prevent fraud and raise alerts as necessary

Qualifications Required:

Necessary
Educated to degree level

Preferred Qualifications
Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD)

 

Industry: Banking
Salary: Competitive
Salary From:
Salary To:
E-mail: [email protected]
19/03//2015
Job Ref: BBBH2264

 

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