Graduate Programme
At a glance
- Entry criteria - a 2:1 Honours degree in any discipline and a minimum of 320 UCAS points or equivalent.
- Salary - £competitive
- Closing date for applications – 5th March 2010.
- Locations – Edinburgh, Aberdeen, Glasgow, London, Manchester. Please note that while we try to take preferences into account, where you are based will depend on business need
- Please note we do not pay relocation expenses for either of these programmes.
The prestigious name in wealth management
Adam & Company is a Private Bank specialising in personal service. Our overarching value is service, which we demonstrate by commitment, competence, visibility, continuity and accountability. 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 we'll be looking for
We will accept a good degree in any discipline, and some prior work experience is essential. You’ll also need the intellectual stamina to gain a professional qualification while serving your clients and developing your career.