Client Relationship Management Trainee

2 months ago

Leeds, Leeds, United Kingdom Société Générale Assurances Full time

Client Relationship Management Trainee - Private Banking - Leeds

Company Overview

  • Location: Leeds, United Kingdom
  • Type: Apprenticeship
  • Category: Financial Services

About Société Générale Assurances

Société Générale Assurances, with a rich history in wealth management, is dedicated to providing tailored solutions for individuals, families, entrepreneurs, trusts, and charitable organizations. Our focus is on delivering personalized services that encompass wealth planning, investment strategies, and specialized lending options.

Position Overview

Key Responsibilities

As a Client Relationship Management Trainee, you will engage in a comprehensive apprenticeship program lasting 22 months, rotating through various Front Office Teams. This experience will grant you valuable insights into multiple areas, including Client Services, Private Banking Relationship Management, Investment Management, Credit Analysis, Wealth Planning, and Business Operations.

The program is designed to include essential and elective training, networking opportunities, and support for formal Apprenticeship and Professional Qualifications, with the goal of preparing you for a future role as a Client Relationship Manager.

What We Provide

Every member of our team plays a vital role in fostering strong client relationships, enhancing service quality, and creating new opportunities for our clients.

Candidate Profile

Qualifications and Skills

  • We are looking for individuals passionate about Private Banking who exemplify our core values of Team Spirit, Responsibility, Innovation, and Commitment to all stakeholders.
  • Excellent communication skills to effectively engage with clients through various channels.
  • A demonstrated ability to think critically, innovate, and solve problems.
  • Strong organizational skills to manage tasks efficiently, prioritize effectively, and deliver high-quality results.
  • Proficiency in Microsoft Office applications and a basic understanding of financial services regulations.

Ideal Candidate

We welcome applicants from diverse backgrounds, including career changers and recent graduates, who are eager to start their journey in Private Banking.

We value diversity and teamwork, as they bring fresh perspectives and enhance creativity and productivity within our organization.

Why Join Us

Become part of a culture that emphasizes mutual impact. Our inclusive and collaborative environment fosters teamwork, innovation, and personal development, ensuring a unique and rewarding journey. Together, we face challenges with resilience and respect, driving innovation and shaping our collective future. We embody Team Spirit, making a meaningful difference together.

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