Private Banking Apprentice

Bank J Safra Sarasin; Greater London; On-site; GBP 18,000 - 23,000; Full time

Benefits offered by this job

25 days annual leave

AXA private health cover

Death in service cover

Job summary

Bank J Safra Sarasin in London offers a hands-on apprenticeship in private banking, based in Mayfair. The role runs 37.5 hours per week, for 2 years, with a formal Level 4 Investment Operations Specialist training program through Fitch Learning.

You will work on client relationship support, research client financial goals, and prepare reports while gaining hands-on experience under experienced Front Office professionals.

Qualifications

• GCSE in Mathematics (9-7) or equivalent.
• Mathematics grade A* or A or equivalent.
• Strong analytical and numerical abilities.
• Good communication and teamwork skills.

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.

Skills

Analytical skills

Logical

Initiative

Education

GCSE Mathematics (9-7)

Mathematics A* or A

Job description

Closes in 8 days (Friday 11 September 2026 at 11:59pm)

An incredibly rare opportunity to build a career with a renowned boutique private bank in the heart of Mayfair. 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.

Training course Investment operations specialist (level 4)

Hours Monday - Friday, 9.00am - 5.30pm (1 hour unpaid lunch). Fully on‑site in the Mayfair Office.

37 hours 30 minutes a week

Sunday 1 November 2026

Duration

2 years

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands‑on experience.

What you'll do at work

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

Where you'll work

47 BERKELEY SQUARE
LONDON
W1J 5AU

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

FITCH LEARNING LIMITED

Training course

Investment operations specialist (level 4)

• Maintains a consistently high standard of service internally, towards clients and with intermediaries. Adheres to well defined timeframes, systems and processes. Consistently attentive to accuracy, detail and timeliness; meets required risk, regulatory and governance requirements. Performs tasks which may be complex, specialised, or non‑routine, such as bespoke (OTC) derivative settlement and margin calculations, monitoring and processing these complex transactions through to completion; Preparing management, investment performance or review reports for internal and external clients.
• Adopts high quality written and verbal communication skills as appropriate for communicating with internal and external clients. Builds positive relationships with clients and colleagues using sound interpersonal and influencing skills. Able to coach/train less experienced colleagues. Able to communicate and negotiate complex situations and issues that may arise.
• Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team's decisions impacts on others. Takes a leadership role in the team when appropriate. Operates well under time pressure.
• Takes ownership for delivery in their area of responsibility, both for the core role and for developing and implementing changes. Able to exercise autonomy and judgement within fairly broad parameters. Finds effective ways to resolve issues. Escalates decisions and issues when necessary. Capable of resolving complex issues that may involve other business areas.
• Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

Requirements

GCSE in:

• Mathematics (grade 9 - 7)

Mathematics (grade A* or A)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Analytical skills
• Logical
• Initiative

Other requirements

Passing pre‑employment screenings including a DBS and credit check.

About this employer

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

Company benefits

• 25 days annual leave plus statutory bank holidays
• AXA private health cover
• Death in service cover 5% employers pension contributions

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.

The contact for this apprenticeship is:

BANK J SAFRA SARASIN (GIBRA LTAR) LTD

Emma Smith

[e-mail]

The reference code for this apprenticeship isVAC2000050718.