Portfolio Manager, Wealth Management, Equities Specialist

SG Hambros Bank is part of the private banking division of the Société Générale 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:

Leverage on the best practices to implement best suitable strategy for local market, while offering the appropriate support to CRMs and Wealth Managers teams.

Key Responsibilities:

Advisory services – Level 2:

  1. Promote, consistently with the client expectations, the full product range available in PRIV environment (within the local constraint) based on their market knowledge (ie. Advisory, Advisory managed, Discretionary Portfolio management)
  2. Upon CRM request, provide clients with specific allocation and products in  line with i) the client risk profile, ii) the SG PRIV Investment Strategy and iii) the local regulation.
  3. Support CRMs in their marketing and client acquisition activity, while building up proposals (marketing product activity)
  4. Be a key player in the promotion of Advisory managed services

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:

  1. Respect of local SG procedure and regulation
  2. Application of SG Code of conduct
  3. 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.

Qualifications Required:

For the UK:  RDR compliant qualification at level 6 (currently PCIAM)

 

July 5, 2013 • Tags:  • Posted in: Financial

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