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Private Banker Assistant 205 views

Environment

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.

Mission

Mission/Objective:
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.

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;

Profile

Knowledge of business processes, standards, policies and procedures

Team Spirit & Collaboration

Innovation with Focus

Verbal and written communication skills

Numeracy

Word, Excel, Power point and other relevant IT skills

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Company Information
  • Total Jobs 3601 Jobs
  • Category Recruitment Consultancy
  • Slogan We Stand Stronger When We Stand Together
  • Full Address Siedmiogrodzka 1/123 , 01-204 Warszawa
  • Address Warszawa
  • Industry Human Resources, Recruitment Consultancy, Training
  • Company Type LLC
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  • About The Company Spot On was founded to help people find their dream job, and help employers find their dream candidates. We believe that social responsibility toward the community is an essential duty, ours is focused on finding the fit job for individuals with an Autism spectrum disorder (ASD) and people with impairment Surviving business environment is becoming more challenging than ever, which creates the need to possess all the skills necessary to grow the business and dominate market place. Unlike traditional recruitment and sourcing agencies, our focus is more on the talent acquisition process, it’s more about the proper identification of the skills needed and the recommendation of proper candidates. We are not just a recruitment company that’s after providing candidates and getting the revenue.  Our true focus is about minimizing the turnover rate of employees by identifying the needed skills, recommending the proper candidate and if needed, developing the needed skills in the candidate as well as the community through cooperation with governments and local entities.
  • Specialties Talent Acquisition and Development
  • Website https://spotonps.pl/
  • Headquarters Address Siedmiogrodzka 1/123
  • Tagline/Slogan We Stand Stronger When We Stand Together
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Address : Siedmiogrodzka 1 / 123, 01-204 Warszawa
Phone : +48 660 762 309

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