Financial Intermediaries Assistant recruitment

 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:

Responsible for providing support to the Head of Financial Intermediaries in maintaining and growing profitable Regulated Financial Intermediary relationships for SG Hambros Bank, the Bank’s related subsidiaries and the SG Private Banking group generally. The Financial Intermediaries Assistant will provide administration and assist in marketing all relevant bank, investment, trust, and financial planning services to Regulated Financial Intermediaries..

Key Responsibilities:

• To assist the Head of Financial Intermediaries in maintaining and growing long term profitable relationships with Regulated Financial Intermediaries;

• To assist in providing relevant information on all aspects of wealth management to SGPB Hambros and the Intermediaries contracted to use the Wealth Partnership service.

• To provide administrative support in the day-to-day management and administration of the Regulated Financial Intermediaries accounts and their clients;

• To assist the Head of Financial Intermediaries with Presentations, projects and ad-hoc Intermediary requirements.

• To act as a point of contact for Intermediaries and their advisers in relation to any part of the Wealth partnership service, and in particular the creation and management of their investment portfolios via the Triple A Web system and Odyssey.

• To project manage the migration of individual client assets onto the SGPB Hambros custody platform in conjunction with selected intermediaries, and their staff.

• To provide appropriate training on the Wealth Partnership service web system to intermediaries.

• To provide and enhance the reputation of the Bank for providing high quality relationship management;

• To use time effectively, balancing personal attention with use of other resources to deliver the Financial Intermediaries Wealth Partnership service;

o    To maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place;

• To work effectively and successfully within the team and corporate framework;

Competencies required:                                             

Core Competencies

Professionalism Enterprise

Team Spirit Collaboration

Innovation with Focus

Knowledge of legal regulatory and industry requirements

Knowledge of business processes, standards, policies and procedures

In depth knowledge of industry, trading, settlement, custody and investment management systems and software; e.g. Odyssey.

Role Competencies

Analytical Thinking and attention to detail

Business Development

Change Management

Written and oral Communication

Influencing

Knowledge of Products and Services

Numeracy

Relationship Building

Reliability

Assessment of Management Information

Strategic Commercial Awareness