Wealth Management Apprentice Review

Title: Wealth Management Apprentice Daily Tasks: PEGA updates Sending out letters Account opening/closures Processing account changes Portfolio openings/closures Asset transfers Prospecting Due Diligence checks for current and potential clients Annual reviews Preparing account opening packs Translations Daily Interactions Internally: Working with the other apprentices Working with my team Getting help from the department Going to specialists within the department for help Socialising during lunch and breaks Networking Speaking with the local operations team Speaking with the operations team in Poland Daily Interactions Externally: Speaking with the operations team in Poland Answering the phone from people outside the organization (eg clients) Networking Socialising Mentoring at the sponsored school Responsibilities: Mentor at the sponsored school Providing a weekly update to the desks I'm aligned to Providing excellent client service My education My health and wellbeing Projects: Achieving my fitness goal Starting a record label with my musical friends Mentoring a the sponsored school Learning German What do you do everyday: Listen to music Pray Eat way too much Listen Learn Reflect

Yes definitely. My tolerance for nonsense has vastly increased. Thing that would have before really annoyed me now don't bother me. I've realized that it is a valuable skill to entertain things that you might not necessarily believe in yourself. In doing this, your breadth and depth of mindsets increases, making you a more refined, rounded individual. I believe that in my time here, that is coming along nicely.

There are its benefits and its negatives. There is that with every role. I think its too early to make a proper judgment as I am still learning what is expected of me from my role.

I'm not sure.

There is structure, however the structure isn't obvious to other people other than the apprentices.

Enough.

Its there if you make the initial step out to seek it.

Depends on the lifestyle you're trying to live

Yes - again only if you seek it

Yes

Because

Not sure