Graduate programme

The prestigious name in wealth management

We don't just pay lip service to words like 'partnership' and 'relationship'. The practice that embodies those words defines us. Our exceptionally high standards of service attract people who lead busy lives and are looking for active and judicious management of their financial affairs. Our clients range from being resident in the UK, expatriate or domiciled abroad. What they tend to have in common is a high income and substantial assets, not solely represented by the family home. We extend an equal welcome to private companies, trusts and charities.

Relationship Management – offering a tailored service

As a relationship manager, you’ll need to deal with our clients’ individual and varied financial needs, which could range from assisting with general banking queries, arranging a mortgage, through to arranging for the client to meet a financial planning specialist to discuss pensions or estate planning. Through a rich mix of technical and business training, we’ll help you to develop the diverse knowledge and skills you’ll need, starting with a comprehensive induction.

Year one

This will be spent on building your foundation knowledge through a programme of visits and attachments. You will also be aligned to a client team to undertake the role of an assistant relationship manager. These activities are designed to familiarise you with our systems and products. We’ll also support you in studying for an appropriate professional qualification.

Year two

You will build on the knowledge you have gained from your first year and perhaps arrange a rotation elsewhere within the Wealth division to increase your product knowledge (e.g. financial planning, investment management). Personal development training will be ongoing throughout the programme, and during this year we'll also support you to complete the Certificate in Mortgage Advice and Practice (CeMAP).

Year three

At this point, you'll focus on building your client relationship skills and start the training and accreditation programme for relationship managers. Once you’ve successfully completed these activities and have passed a final assessment centre, you will be ready to start as a relationship manager, responsible for managing client relationships and maximising business potential.

What to expect

We want you to hit the ground running. Within your first few weeks, you’ll be taking calls from clients and delivering the standard of service they’ve come to expect. After that, it will be down to you to build strong and credible relationships with your client portfolio. We’ll expect you to make a real contribution from day one – and not simply with day-to-day transactions either. We’ve had graduates involved in a variety of initiatives from setting up a micro-finance board and supporting a large client acquisition campaign to helping to run a series of events as part of a large sponsorship.

What we’re looking for

We’re looking for candidates with excellent people skills. A good listener and communicator, you’ll know how to deliver an outstanding service to clients. You’ll be resilient, unflappable and capable of working in a fast-moving pressurised environment. You’ll also need to have the intellectual stamina to gain a professional qualification while carrying out a full-time role. A genuine commitment to a career in private banking is absolutely essential.