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- Tasks: Join a dynamic 12-month graduate programme in Client Strategy and Relationship Management.
- Company: Renowned private bank offering a permanent contract and hands-on experience.
- Benefits: Gain invaluable insights into finance with competitive salary and career growth.
- Other info: Work in a collaborative environment with opportunities for professional development.
- Why this job: Kickstart your finance career with real-world experience and impactful projects.
- Qualifications: Master’s degree in relevant fields; internships in finance are a plus.
The predicted salary is between 25000 - 32000 £ per year.
This unique 12-month graduate program is based in London and offers a permanent contract. It provides in-depth, practical exposure across various areas of the business within a renowned private bank. The program is designed for recent master’s graduates to gain insights into the finance industry and develop essential skills for a successful career in private banking. The program includes two 6-month rotations: one in the Client Strategy Office (CSO) and one as Assistant Relationship Manager (ARM), after which candidates may transition to a permanent role.
Role Description
The role has a broad remit:
- In the CSO team, the successful candidate will report to the Head of Client Strategy Office and work with Wealth Management teams on:
- Sales & Performance: Build KPIs/dashboards, track banker metrics, manage pipeline, support budgeting, prepare senior management materials.
- Pricing & Strategy: Support the pricing tool, ensure profitability, provide insights; partner with team leaders on client targeting and campaigns.
- Project Management: Lead commercial initiatives, close audit points, ensure regulatory compliance, develop front-office tools, track actions versus the strategic plan.
- Clients: Maintain relationships, be backup for RM, prepare/run follow-ups.
- Execution: Own cash management; execute/settle FX, cash, equities, FI.
- Onboarding & Compliance: Open accounts end-to-end; deliver KYC/AML and reviews.
- Credit: Prepare/administer loan and credit requests.
- Growth: Spot cross-sell opportunities; support RM revenue.
- Improvement: Streamline processes; keep product/market knowledge current.
Requirements
- Educational Background: Recent graduate with a master’s degree in Finance, Business, Marketing, Media & PR, Economics or Engineering from a highly recognised university.
- Work Experience: Relevant initial work experience in the finance industry (internship) is an advantage but not mandatory.
- Technical Skills: Strong knowledge of MS Office tools – Excel, Word, PowerPoint.
- Language Proficiency: Fluency in English is required.
Key Skills
- Excellent verbal and written communication skills
- Ability to engage and collaborate with people from different business areas
- Strong analytical and data skills – comfortable working with data and numbers
- Strong problem-solving skills, results-driven attitude, proactive mindset
- Structured approach
- Natural passion to deliver great client outcomes
- Strong business development aptitude with the ability to spot opportunities for business growth through existing client circumstances
Work Authorization
Applicants must have the legal right to work in the UK at the time of application. We do not offer sponsorship.
Graduate programme London 2026, Client Strategy & Assistant Relationship Manager employer: Union Bancaire Privée
Contact Detail:
Union Bancaire Privée Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate programme London 2026, Client Strategy & Assistant Relationship Manager
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend events, join relevant groups on LinkedIn, and don’t be shy to reach out for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them your passion for client strategy and relationship management!
✨Follow Up
After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can set you apart from other candidates. We love seeing candidates who take the initiative!
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of landing that graduate programme spot. We keep an eye on applications that come through our platform, so don’t miss out on this opportunity!
We think you need these skills to ace Graduate programme London 2026, Client Strategy & Assistant Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight relevant experiences and skills that match the job description, especially in finance and client management. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this graduate programme and how your background aligns with our goals. Keep it engaging and personal – we love a good story!
Showcase Your Skills: Don’t forget to highlight your technical skills, especially with MS Office tools. If you've got experience with data analysis or project management, make sure to mention it. We’re looking for problem-solvers who can think on their feet!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application directly and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Union Bancaire Privée
✨Know Your Stuff
Make sure you understand the basics of private banking and the specific roles of Client Strategy and Assistant Relationship Manager. Brush up on key financial concepts, recent trends in the industry, and the company’s position in the market. This will help you answer questions confidently and show your genuine interest.
✨Showcase Your Skills
Prepare to discuss your analytical skills and experience with data. Think of examples where you've used Excel or other tools to solve problems or improve processes. Be ready to explain how these skills can benefit the team, especially in areas like KPI tracking and project management.
✨Engage with the Interviewers
Don’t just wait for questions; engage with your interviewers. Ask insightful questions about their experiences in the company and the challenges they face. This shows that you’re not only interested in the role but also in building relationships, which is crucial for both Client Strategy and Assistant Relationship Management.
✨Demonstrate Your Passion
Let your enthusiasm for client outcomes shine through. Share stories that highlight your proactive mindset and results-driven attitude. Whether it’s a project from university or an internship experience, make sure to connect your passion for delivering great client service to the responsibilities of the role.