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- Tasks: Develop and manage relationships with high net worth clients while driving business growth.
- Company: Join SG Kleinwort Hambros, a trusted name in wealth management for over 200 years.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Be a mentor in a dynamic team focused on client success and sustainable relationships.
- Why this job: Make a real impact by simplifying financial challenges for clients with expert advice.
- Qualifications: Strong sales skills, relationship management experience, and fluency in French required.
The predicted salary is between 80000 - 100000 £ per year.
In-depth product knowledge and excellent sales and relationship management skills.
Strong Business Development acumen.
CISI Level 4 (or equivalent).
Manages and targets clients and key relationships.
Advising experience across a broad range of products and services.
Knowledge of regulations applying to the bank, its staff and our clients.
Client development and retention capabilities.
Strong commercial acumen.
Team orientated and collaborative approach.
Exercise good judgement skills to prevent fraud and raise alerts as necessary.
Fluent in French.
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.
Senior Private Banker in London employer: RPBU
Contact Detail:
RPBU Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Banker in London
✨Network Like a Pro
Get out there and meet people! Attend industry events, join relevant groups, and connect with professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your in-depth product knowledge and sales experience. Make sure they know how you can help them grow their client base and manage relationships effectively.
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message. Thank them for their time and reiterate your interest in the role. It shows you’re proactive and keen, which is always a plus!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by our hiring team.
We think you need these skills to ace Senior Private Banker in London
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your in-depth product knowledge and relationship management skills in your application. We want to see how your experience aligns with our focus on client development and retention.
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect the specific requirements of the Senior Private Banker role. Mention your business development acumen and any relevant qualifications like CISI Level 4.
Be Personable: We value strong relationships, so let your personality shine through in your written application. Share examples of how you've built trust and rapport with clients in the past.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to review your application and get you into the process!
How to prepare for a job interview at RPBU
✨Know Your Products Inside Out
Make sure you have a solid understanding of the products and services offered by the bank. Be prepared to discuss how these can meet the needs of high net worth clients. Brush up on your investment management, wealth planning, and banking knowledge to impress during the interview.
✨Showcase Your Relationship Management Skills
Prepare examples that highlight your experience in building and maintaining client relationships. Think about specific instances where you've successfully developed new business or retained clients. This will demonstrate your ability to align with the bank's focus on client development and retention.
✨Demonstrate Your Business Development Acumen
Be ready to discuss your strategies for business development. Share your approach to identifying and targeting potential clients, as well as how you plan to grow your existing client book. This will show that you understand the importance of driving growth in line with the bank's commercial strategy.
✨Emphasise Team Collaboration
Since the role requires a team-oriented approach, think of examples where you've successfully collaborated with colleagues. Highlight how you’ve supported team development and contributed to a positive team culture. This will resonate well with the bank's emphasis on teamwork and collaboration.