Private Banking Apprentice — Front Office Trainee, Mayfair

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

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.