Private Banking Apprentice

As an apprentice, you'll work alongside experienced professionals in our Front Office team, supporting client relationships and gaining hands-on experience in the Private Banking sector.

Responsibilities

• Supporting Client Relationship Managers in maintaining and developing client relationships
• Conducting research and gathering information on clients' financial situations and goals
• Helping to prepare client reports, presentations, and other materials
• Providing administrative support to the team, such as managing calendars, scheduling appointments, and maintaining records
• Collaborating with internal stakeholders
• Staying up-to-date on industry trends, market developments, and regulatory changes
• Assisting with project work, such as data analysis and business development activities

Requirements

• Passing pre-employment screenings including a DBS and credit check.