Commercial Executive
Kleinwort Hambros
London
6d ago

Environment

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours.

It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation.

Bringing words like hard work and dedication together with community and respect has enabled us to work collaboratively and build our future together.

We call this Team Spirit and it's what makes us different. It's what makes you different

Mission

Description of the Business Line or Department

The Commercial department is responsible for implementation and the development of the business. We achieve this though intelligent planning, reliable operations and creating productive relationships with the Private Banking team / s.

Due to the variety of different roles within the Commercial team from Marketing, communications, KYC and Project management.

The Commercial team is able to facilitate supporting the Bankers, the Investment team and Wealth Planning when providing a service to our clients.

Summary of the key purposes of the role

The primary purpose of the role is to support the Commercial Director, Commercial management and the relationship managers to deliver commercial initiatives, analyse data to identify growth opportunities and manage risk.

To support the Commercial Chief Strategy Officer by :

  • Reporting on key projects
  • Building innovative tools to support front office
  • Identifying, in cooperation with the Heads of Private Banking, clients for key marketing events;
  • Assisting on the production of key presentations and committee packs
  • Summary of responsibilities

  • To assist in the management of the Commercial Chief Strategy Officer, which involves amongst others :
  • tracking of actions and timelines against the commercial plan and the commercial calendar.
  • Completion of all Sales Management tasks including :
  • the annual budget process;
  • the monthly business momentum initiative;
  • the periodic commercial commentary and pipeline management;
  • implementation of various campaign's;
  • fees management, and
  • preparation of management presentations (Board, PBC, PPC, REG Visits, Staff Presentation, etc.);
  • Management and Implementation of Commercial and / or Head Office Projects, e.g.,
  • Projects FOCUS and Cross Border (incl. the exit of all relevant markets and implementation of market purity);
  • Structure Review and Core / Non-Core analysis;
  • Pipeline Data Migration
  • Closure of Audit Points
  • Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships

  • To assist in the management of the Commercial Chief Strategy Officer, which involves amongst others :
  • tracking of actions and timelines against the commercial plan and the commercial calendar.
  • Completion of all Sales Management tasks including :
  • the annual budget process;
  • the monthly business momentum initiative;
  • the periodic commercial commentary and pipeline management;
  • implementation of various campaign's;
  • fees management, and
  • preparation of management presentations (Board, PBC, PPC, REG Visits, Staff Presentation, etc.);
  • Management and Implementation of Commercial and / or Head Office Projects, e.g.,
  • Projects FOCUS and Cross Border (incl. the exit of all relevant markets and implementation of market purity);
  • Structure Review and Core / Non-Core analysis;
  • Pipeline Data Migration
  • Closure of Audit Points
  • Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships

  • To assist in the management of the Commercial Chief Strategy Officer, which involves amongst others :
  • tracking of actions and timelines against the commercial plan and the commercial calendar.
  • Completion of all Sales Management tasks including :
  • the annual budget process;
  • the monthly business momentum initiative;
  • the periodic commercial commentary and pipeline management;
  • implementation of various campaign's;
  • fees management, and
  • preparation of management presentations (Board, PBC, PPC, REG Visits, Staff Presentation, etc.);
  • Management and Implementation of Commercial and / or Head Office Projects, e.g.,
  • Projects FOCUS and Cross Border (incl. the exit of all relevant markets and implementation of market purity);
  • Structure Review and Core / Non-Core analysis;
  • Pipeline Data Migration
  • Closure of Audit Points
  • Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships

  • To assist in the management of the Commercial Chief Strategy Officer, which involves amongst others :
  • tracking of actions and timelines against the commercial plan and the commercial calendar.
  • Completion of all Sales Management tasks including :
  • the annual budget process;
  • the monthly business momentum initiative;
  • the periodic commercial commentary and pipeline management;
  • implementation of various campaign's;
  • fees management, and
  • preparation of management presentations (Board, PBC, PPC, REG Visits, Staff Presentation, etc.);
  • Management and Implementation of Commercial and / or Head Office Projects, e.g.,
  • Projects FOCUS and Cross Border (incl. the exit of all relevant markets and implementation of market purity);
  • Structure Review and Core / Non-Core analysis;
  • Pipeline Data Migration
  • Closure of Audit Points
  • Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships

    Level of Autonomy and Authority

    Escalate issues to the Commercial Chief Strategy Officer

    Competencies

  • Professionalism & Enterprise
  • Advanced Excel
  • Sharepoint Development
  • Team Spirit & Collaboration
  • Innovation with Focus
  • Knowledge of legal regulatory and industry requirements
  • Knowledge of business processes, standards, policies and procedures
  • Product knowledge
  • Budgeting and Cost Control
  • Business Development
  • Change Management
  • Stake holder communication
  • Reliability
  • Sales Management
  • Analytical Thinking
  • Strategic & Commercial Awareness
  • Knowledge & Experience :

  • Experience in project management and / or organisation
  • Knowledge of issues of a commercial function
  • Knowledge of the group and the activity of Private Banking
  • EDUCATION

  • Educated to degree standard
  • English
  • French (desirable)
  • If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application.

    At Societe Generale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment.

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