Private Banking Apprentice

Key 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

Training Outcome:

You may be offered a permanent role within the Bank, taking on an Assistant Client Relationship Manager role using specific expertise or knowledge developed during the apprenticeship.

Employer Description:
Bank J Safra Sarasin is an international banking group committed to sustainability with a focus on continuity, solidity and long-term added value. We are a privately-owned Group with a heritage reaching back to 1841 and are fully committed to private banking and asset management, and to the long-term strategic objective of focusing on clients, solidity and stability

Working Hours :
Monday to Friday 9am to 5.30pm (1 hour unpaid lunch) - Fully onsite in the Mayfair Office.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative