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Senior Private Banker CDI Londres, Royaume-Uni

Societe Generale

Societe Generale

United Kingdom
Posted on Tuesday, July 9, 2024

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