Kleinwort Hambros Operations Analyst Trainee

Job description

Responsibilities

Description of the Business Line or Department

This role is an Apprentice role and we will sponsor relevant qualifications, funded by the apprenticeship Levy.

The Client Solutions Group is responsible for developing and managing client solutions for Kleinwort Hambros. The purpose of the group is to bring together our client solutions into one group by harmonising and strengthening the offer, including developing products and services to empower client-facing staff to deliver exceptional client service and win new business. The CSG function spans Investment Management (IM), Trust and Fiduciary, Credit and banking, and digital deliveries, new product development, offer and review, risk oversight and governance and Communications

Summary of the key purposes of the role

· 
Assist the CSG Risk and Oversight team in various administrative tasks related to:

· 
Monthly and annual monitoring of portfolio

· 
Product Governance – internal and external oversight

· 
Complete all structured and unstructured learning as part of the apprenticeship programme

Summary of Responsibilities

· 
Support the Head of Operations and Risk team in the completion of ad hoc tasks

· 
Assist in the delivery of product governance oversight and reporting

· 
Assist in the development of procedures and processes with regards to the product governance oversight

· 
Support the Performance managers in CSG when needed to meet the tight deadlines that they have set.

· 
Support the fund services team deliver as and when required

· 
Coordinate and assist in the completion of group controls each month

· 
Perform all duties in accordance with the principles outlined in the SGPBH 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

Answer ad-hoc client queries but not provide client advice, unless separately authorised

Profile Required

Competencies

· 
Individual contributor competencies as defined in the SG Leadership Model

· 
Basic understanding of investment risk management issues.

· 
Basic knowledge of UK regulatory framework.

· 
Strong analytical and Excel skills

· 
Competency with Microsoft office programs (in particular Excel)

· 
Attention to detail

· 
Highly motivating and interesting to join a fast pace environment

· 
Ability to work under tight deadlines

· 
Team player

· 
Good communication skills

· 
Excellent understanding of compliance principles, conduct risk and regulatory framework surrounding wealth managements

Education

Desirable

· 
University degree or equivalent

Languages

Fluent English

Why Join Us

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.

Business Insight

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

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents , regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Job code: 2000055P
Business unit: Kleinwort Hambros
Starting date: 27/04/2020
Date of publication: 21/02/2020