Private Banking Client Relationship Manager
2 weeks ago
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.
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