Providing financial products and services to customers, helping them achieve their business goals.
Occupational Profile
The role has responsibility for providing products and services to a portfolio of customers, to help them achieve their business goals alongside delivering the Bank’s business plan, whilst meeting the required ethical, risk and governance standards. The role may sit in several different areas of the Bank eg Corporate, Commercial, Retail Banking, Wealth Management, Private Banking, Card Services. Depending on the customer base, it may have responsibility for a portfolio (SMEs) or be supporting a Director on larger customers. The apprenticeship will form part of a career path for the individual. Typical roles are likely to be junior to mid level relationship management positions. On completion it is likely to be similar to an individual exiting the graduate programme.
Summary of standard
https://www.instituteforapprenticeships.org/apprenticeship-standards/relationship-manager-banking/
Full standard
https://www.instituteforapprenticeships.org/media/1056/relationship_manager_-banking.pdf
