Private Banking Client Relationship Manager

2 weeks ago


Leeds, Leeds, United Kingdom Société Générale Assurances Full time

As a Client Facing Private Banking Apprentice, you will be part of the Front Office Teams, where you will gain valuable exposure in each department. Depending on your strengths, career aspirations, and business needs, departments could include Client Services, Private Banking Client Relationship Management, Investment Management, Credit, Wealth Planning, and the Business Management and Strategy Office.

The apprenticeship is a structured programme with a variety of core learnings, optional learnings, networking sessions, and we will support and fund a formal Apprenticeship qualification and a Professional Qualification. The qualification will vary depending on your level of study, current qualification, and interests but will be the first step to becoming a Client Relationship Manager.

Every member of staff, regardless of role, contributes to creating longstanding and personal relationships with our clients, while offering them a greater level of service and opportunity.

Impact make yours a positive one.

Profile required

Qualifications

Skills and Experience

  • We are looking for individuals interested in Private Banking and who display our values of Team Spirit, Responsibility, Innovation and our Commitment to each other (Colleagues, employees, and clients alike).
  • Have natural ability and enjoy working with clients, supporting them over the phone, email, and occasionally in person.
  • Be curious, point out opportunities, generate ideas, and solutions for improvements, present information in a confident and compelling manner.
  • Focus and complete tasks in a timely manner and to a high standard, be able to manage your own workload and prioritise deliverables.
  • Working knowledge of MS Office; Word, Excel, PowerPoint, and other relevant IT skills.
  • Interest or academic knowledge of regulations applying to the financial services industry, its staff, and our clients. Be aware of the importance of integrity and honesty and willingness to do the right thing, following the rules and guidance in situations.

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.



  • Leeds, Leeds, United Kingdom Société Générale Assurances Full time

    Are you looking for a challenging and rewarding career in Private Banking? We have an exciting opportunity for a Client Facing Apprentice to join our team at Société Générale Assurances.About the RoleAs a Client Facing Apprentice, you will be responsible for providing exceptional customer service to our clients, working closely with our Private Banking...


  • Leeds, Leeds, United Kingdom Société Générale Assurances Full time

    At Société Générale Assurances, we are seeking a talented individual to join our Private Banking team as a Client Facing Apprentice. This 22-month apprenticeship programme will provide you with valuable exposure in various departments, including Client Services, Private Banking Client Relationship Management, Investment Management, Credit, Wealth...


  • Leeds, Leeds, United Kingdom Société Générale Assurances Full time

    As a Client Facing Private Banking Apprentice, you will be part of the Societe Genérale Assurances team, helping individuals, families, and entrepreneurs manage their wealth. Our team has over 200 years of experience, providing expert wealth planning advice and investment strategies.We are looking for individuals who display our values of Team Spirit,...


  • Leeds, Leeds, United Kingdom Transunion Full time

    At TransUnion, we're seeking a skilled Client Manager to drive high-quality account management for our clients.Key Responsibilities:Deliver exceptional client experiences through proactive relationship management.Assist clients in achieving their desired outcomes using TransUnion's products and solutions.Improve user onboarding time and experience.Facilitate...


  • Leeds, Leeds, United Kingdom Private Investigator Rayleigh Full time

    Private Client Solicitor OpportunityWe are seeking a talented Private Client Solicitor to join our team and support our Private Client team with an exciting mixed caseload.Key Responsibilities:Prepare complex wills and lifetime trustsDevelop tax-efficient business structures and wealth protection strategiesAdminister estates and assist with deeds of...


  • Leeds, Leeds, United Kingdom Private Investigator Rayleigh Full time

    Private Client Solicitor OpportunityWe are seeking a talented Private Client Solicitor to join our team and support our Private Client team with an exciting mixed caseload.Key Responsibilities:Prepare complex wills and lifetime trustsDevelop tax-efficient business structures and wealth protection strategiesAdminister estates and assist with deeds of...


  • Leeds, Leeds, United Kingdom Société Générale Assurances Full time

    Private Banking ApprenticeshipWe are seeking a talented individual to join our Private Banking team as a Client Facing Apprentice. This 22-month apprenticeship programme will provide you with valuable exposure to various departments within the Front Office Teams, including Client Services, Private Banking Client Relationship Management, Investment...


  • Leeds, Leeds, United Kingdom Société Générale Assurances Full time

    Private Banking ApprenticeshipWe are seeking a talented individual to join our Private Banking team as a Client Facing Apprentice. This 22-month apprenticeship programme will provide you with valuable exposure to various departments within the Front Office Teams, including Client Services, Private Banking Client Relationship Management, Investment...


  • Leeds, Leeds, United Kingdom Société Générale Assurances Full time

    At Société Générale Assurances, we are seeking a talented individual to join our team as a Client Facing Private Banking Apprentice. This 22-month apprenticeship program will provide you with valuable exposure to various departments within the Front Office Teams, including Client Services, Private Banking Client Relationship Management, Investment...


  • Leeds, Leeds, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Solicitor OpportunitySellick Partnership Limited - Private Practice is seeking a highly skilled Private Client Solicitor to join their team in Leeds. The ideal candidate will have 3-5 years of PQE experience and a passion for helping clients with complex private client matters.Key Responsibilities:Preparing complex wills and lifetime...


  • Leeds, Leeds, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Our client, a leading national law firm, is seeking a Private Client Solicitor/Associate to join their Private Client team in Leeds. The team works with ultra-high net worth and high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.Key Responsibilities:Estate planning, including wills and lifetime...


  • Leeds, Leeds, United Kingdom Wolfenden Full time

    About Our Ideal CandidateWe re looking for a highly organised individual; able to manage multiple tasks at once and plan ahead to manage deadlines. You ll be a natural and confident communicator with proven experience building rapport and strong relationships with clients. You ll be friendly and approachable in nature; a proactive self-starter whilst being a...


  • Leeds, Leeds, United Kingdom beBee Professionals Full time £30,000 - £45,000

    beBee Professionals in Leeds is looking for a skilled Client Relationship Manager to join our team. The ideal candidate will have a proven track record of managing and maintaining strong client relationships, identifying new sales opportunities, and driving business growth.Key Responsibilities:Manage and maintain relationships with existing clients.Develop...


  • Leeds, Leeds, United Kingdom Marks Sattin Full time

    Private Client Tax ManagerA leading international professional services firm is collaborating with Marks Sattin to expand their Private Client Tax team in Leeds.The Role:This compliance-focused role involves managing relationships with a diverse range of clients, from high net worth individuals to partnerships, and delivering high-quality personal tax...


  • Leeds, Leeds, United Kingdom Marks Sattin Full time

    Job OpportunityWe are seeking a skilled Private Client Tax Manager to join our team in Leeds. As a key member of our Private Client Tax team, you will be responsible for delivering high-quality personal tax services to a diverse range of clients.Key Responsibilities:Manage relationships with clients, including high net worth individuals and partnerships, to...


  • Leeds, Leeds, United Kingdom Marks Sattin Full time

    Job OpportunityWe are seeking a skilled Private Client Tax Manager to join our team in Leeds. As a key member of our Private Client Tax team, you will be responsible for delivering high-quality personal tax services to a diverse range of clients.Key Responsibilities:Manage relationships with clients, including high net worth individuals and partnerships, to...


  • Leeds, Leeds, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Solicitor OpportunitySellick Partnership Limited - Private Practice is seeking a highly skilled Private Client Solicitor to join their team in Leeds. The successful candidate will work with ultra-high net worth and high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.Key...


  • Leeds, Leeds, United Kingdom Stonor Recruitment Full time

    Business Development Manager - Communications and Print SectorHybrid Work Arrangement – Flexible Schedule£38,000 - £50,000 depending on experience Are you a seasoned Business Development Manager in the Communications and Print sector? If you're passionate about building strong client relationships and have a proven track record in business development,...


  • Leeds, Leeds, United Kingdom Stonor Recruitment Full time

    Business Development Manager - Communications and Print SectorHybrid Work Arrangement – Flexible Schedule£38,000 - £50,000 depending on experience Are you a seasoned Business Development Manager in the Communications and Print sector? If you're passionate about building strong client relationships and have a proven track record in business development,...


  • Leeds, Leeds, United Kingdom Marks Sattin Full time

    Job OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Leeds. As a key member of our Private Client Tax team, you will be responsible for delivering high-quality personal tax services to a diverse range of clients.Key Responsibilities:Manage relationships with clients, including high net worth individuals and...