Wealth Management Apprentice

4 weeks ago

Newbury, West Berkshire, United Kingdom SG Kleinwort Hambros Full time

About SG Kleinwort Hambros

With a legacy spanning over two centuries, SG Kleinwort Hambros specializes in assisting individuals, families, entrepreneurs, trusts, and charitable organizations in managing their financial assets. Our services range from expert wealth management advice and investment strategies to specialized lending solutions, all delivered with a personal touch that modern clients expect from a responsible private banking institution.

Our Mission

We aim to simplify the financial complexities of life. By adopting a personal and comprehensive approach to wealth management, we are equipped to address our clients' needs with creativity, expertise, and meticulous attention to detail. We recognize the significance of fostering strong relationships grounded in trust, exceptional service, and profound knowledge.

What We Offer

As a Client-Facing Apprentice, you will embark on a 22-month journey through various departments within our Front Office Teams. This program will provide you with invaluable insights and experience across multiple areas, including Client Services, Private Banking Client Relationship Management, Investment Management, Credit, Wealth Planning, and Business Management and Strategy.

This structured apprenticeship program includes a mix of core learning modules, optional training sessions, networking opportunities, and support for obtaining formal apprenticeship and professional qualifications. The specific qualifications will depend on your current educational background and career interests, serving as a foundational step towards becoming a Client Relationship Manager.

Every team member plays a vital role in cultivating enduring and personalized relationships with our clients, enhancing their service experience and opportunities.

Your Skills and Experience

  • We seek individuals passionate about Private Banking who embody our core values of Team Spirit, Responsibility, Innovation, and a strong Commitment to colleagues and clients alike.
  • You should possess a natural affinity for client interaction, providing support via phone, email, and occasionally in person.
  • Curiosity is key; we value those who identify opportunities, propose ideas, and present information confidently and persuasively.
  • Effective time management and the ability to prioritize tasks to meet high standards are essential.
  • A working knowledge of MS Office applications, including Word, Excel, and PowerPoint, is required.
  • Interest or academic familiarity with regulations governing the financial services sector is beneficial, along with a commitment to integrity and ethical conduct.

Who We Are Looking For

We welcome career changers and students completing their degree or A-Levels in 2024, regardless of their field of study.

We celebrate diversity and collaboration, believing that bringing together individuals from various backgrounds fosters fresh perspectives and innovative solutions, enhancing creativity and productivity.

This is an environment where your contributions are valued from day one. If you are motivated, entrepreneurial, and resourceful, you will thrive here. Success in our dynamic and fast-paced setting requires adaptability, quick learning, and meticulous attention to detail.

Why Choose Us

People are drawn to us for the impact they can make, and they stay for the impact we have on them. Our flatter organizational structure provides visibility and exposure that sets us apart from competitors, fostering a personable and human-centric atmosphere that inspires success through passion. By promoting open-mindedness and the sharing of ideas, we have adapted to market changes and thrived through innovation. Our commitment to hard work, dedication, community, and respect fosters collaboration and helps us build a successful future together.

If you believe you possess the necessary skills and qualifications, we encourage you to consider joining our team. At Société Générale, we recognize that our people are our greatest asset and central to our success. We are committed to recruiting the best talent based on aptitude and ability, regardless of personal characteristics.

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