Societe Generale Private Banking (SGPB), the wealth management arm of Societe Generale, is operational in 13 countries across the globe. Societe Generale Private Banking (Suisse) SA, is part of the SGPB network based in Switzerland, Montevideo and offers wealth management solutions to high net worth individuals. Societe Generale Private Banking (Suisse) SA’s offering comprises global expertise in international wealth planning as well as in a wide range of investment solutions.
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. The Assistant Private Banker will assist in marketing all relevant bank, investment, trust and financial planning services to private clients.
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;
Knowledge of business processes, standards, policies and procedures
Team Spirit & Collaboration
Innovation with Focus
Verbal and written communication skills
Word, Excel, Power point and other relevant IT skills