Assistant Private Banker – Middle East Desk recruitment
With offices in Bahamas, 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.
*Financial Times and Investors Chronicle Wealth Management Awards.
Purpose of Role:
- Is responsible for providing support to the Senior Private Banker in maintaining and growing profitable client relationships for the entity, the Bank’s related subsidiaries and the SG Private Banking group generally
Key Responsibilities:
- Responsible for providing administrative support to private bankers.
- Responsibilities include completing required paperwork and record maintenance, conducting limited research projects, responding to client enquiries and providing administrative co-ordination with investment management, trading, operations and customer services areas
- Provide and enhance the reputation of the Bank for providing high quality relationship management;
- Use time effectively, balancing personal attention with use of other resources to deliver the Private Banking service;
- Act as the link with the various private banking teams in arranging meetings, diary and attendance at relevant meetings 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 SG procedure and regulation
- Application of SG Code of conduct
- Application of IMMUNE rules
He / she must seek advice from his/her Management and/or his/her local Operational Risk Manager in case of doubt
Key skills, capabilities:
o Operational
- Knowledge of business processes, standards, policies and procedures
- Verbal and written communication skills
- Numeracy
- Word, Excel, Powerpoint and other relevant IT skills
o Behaviour
- Reliability
- Professionalism Enterprise
- Innovation with Focus
- Team Player Collaboration