Assitant Investment Manager – 12 months FTC- H/F/X

Description of the Business Line or Department

The Client Solutions Group (CSG) is responsible for developing and managing client solutions for SG 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, 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

PRIMARY: Act as a dedicated Assistant Investment Manager to the Head of Investment Management

SECONDARY: Assist all Investment Managers in the management, administration and implementation of client portfolios and funds including participation in client meetings where appropriate.

Monitor and maintain portfolio static data

Monitor investment management processes and report exceptions to IM management.

Produce management information on the IM activities.

Update IM marketing and other materials, in particular client Portfolio Review Packs (PRP)

Summary of responsibilities

In support of the Head of Investment Management

o Act as a dedicated AIM to the Head of Investment Management (HoIM)

o Maintain an in-depth knowledge of the HoIM’s client book

o Assist HoIM, under supervision for regulated activities to:

Draft / edit client correspondence and bespoke/periodic reporting

Answer client / CRM e-mails and telephone calls

Update departmental procedures and intranet page

Review client documents; IDD/IR/PRP

Attend client meetings as required / appropriate

Liaise on HoIM’s behalf with other departments, for example with new account opening

Complete Risk and Oversight monitoring

Prepare trades for policy changes: Discretionary and Advisory

Complete ad-hoc project work as required

Provide AIM support to the broader IM team to:

Clear overdrafts

o Review list of overdrawn accounts and discuss appropriate actions with relevant portfolio managers.

Take relevant actions to rectify overdrafts Operating Risk and Regulatory responsibilities

o Carry out permanent supervision checks on portfolio investment processes.

o Perform all duties in line with KH procedures.

o Comply with relevant jurisdiction regulation and always treat customers fairly.

Marketing materials

o Update investment and other marketing materials.

Product knowledge

o Develop an in-depth knowledge of the KH investment proposition; process, strategies, service tiers.

o Contribute as appropriate to asset class committees

Report on Investment Performance

o Support Investment Managers with ad hoc performance analysis

Management Information

o Produce management information on IM activities as required.

Client Communication

o Contribute to written client materials as required.

o Answer ad-hoc client queries as required.

o Attend client meetings with investment managers as required

Provide ad hoc coverage other IM desks as may be required; Execution Only, Strategy, Portfolio Implementation

Comply with the regulations, rules and procedures, internal and external applicable in the context of its function and follow the compulsory training.

• Perform all duties in accordance with the principles outlined in the KH Code of Conduct, and the SG Code, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that focuses on the long-term sustainability of client relationships and delivers good outcomes to retail clients

Competencies and qualifications

Individual contributor competencies as defined in the SG Leadership Model

Basic understanding of all major asset markets (equities, bonds, FX, commodities, hedge funds)

Basic understanding of asset allocation and portfolio construction principles

Basic understanding of investment risk management issues.

Basic knowledge of UK regulatory framework.

Strong analytical skills

Attention to detail

Good communication skills

Competency with Microsoft Office programs (in particular Excel)

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.

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 Société Générale, 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 identity.

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, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.