About the program

You鈥檒l spend 18 months in a market team,听combining on-the-job experience, formal learning and defined milestones.

The Associate Program is a structured talent initiative within Global Wealth Management EMEA, designed to build the skills and network needed to grow into a client鈥慺acing relationship manager role.听Whether you鈥檙e just starting out or already have experience building relationships, if you bring the right attitude, a client-focused mindset, and access to dynamic networks, our program offers the platform to develop a long term career in wealth management.

Team having a meeting

Your development

This role evolves alongside you. Through structured training, real client experience and ongoing development, you鈥檒l build the skills and confidence to progress in wealth management, supported throughout by your market leadership team and program support.

From day one you鈥檒l integrate with and learn from your market team, expand your network and focus on client acquisition while building a strong prospect pipeline.

You鈥檒l work towards earning the externally recognized Wealth Management Certification. In addition, there may also be an opportunity to further broaden your experience with a short rotation in a specialist area during the program.

People having discussion

Build the knowledge required for a client-facing role through a mix of learning and EMEA-specific training and events.

Wealth Management Certificate

You are required to pass the Wealth Management Certificate (three written exams and one oral exam) at least two months before the program ends.

Woman talking on phone

Voices

Portrait of Ana

鈥淢y day-to-day is all about supporting clients, from finances to legacy and NextGen needs. I work with different teams to deliver solutions, drive growth, and add value for new and existing relationships.鈥

Ana,听Client Advisor

Portrait of Elias

鈥淎fter my MBA, I transitioned from engineering to wealth management through the Associate Program. The hands-on experience provided a strong foundation and accelerated my growth, allowing me to leverage my prior experience to build my career as a business builder and deal maker.鈥

Elias, Client Advisor

Portrait of Laura

鈥淲hat sets the program apart is the immediate exposure to the real business. From day one, you鈥檙e trusted to take ownership and you quickly learn to ask the right questions, uncover underlying goals, and build trust-based client relationships.鈥

Laura, Client Advisor

Portrait of Simon

鈥淚 joined the program to understand global wealth management at the highest level and build on my background in finance. What sets the program apart is the early autonomy, you鈥檙e trusted to take ownership, build your network, and grow in an entrepreneurial environment.鈥

Simon,听Client Advisor

What we look for

We鈥檙e looking for candidates with diverse backgrounds who're motivated to build a career in wealth management and progress into a relationship manager role.
Woman searching through bookshelf

Typical profiles include:

  • A bachelor's or master's degree from a leading university or business school
  • Four to eight years of work experience
  • Strong market knowledge and cultural understanding
  • An existing prospect network and the drive to build a client book
  • Commitment to meeting program milestones, including certification and client acquisition targets

How to apply

Getting started couldn鈥檛 be easier. Search our job board and submit your CV directly (you can also import your LinkedIn profile). If you find several good matches, you can apply for up to five each month.

If you can鈥檛 find anything today, we can help. Create a job alert by clicking 鈥淪ave this search鈥 on the job board and you鈥檒l get automatically notified for any opening that matches your skills and interests.

Everyone is welcome at 麻豆社. And we鈥檙e committed to disability inclusion and making sure our application process is accessible for everyone. If you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Depending on the role you pick, you might have to take one or more assessments. Be sure to check your email for any invites.

What do the assessments look like?

麻豆社 Culture Match Assessment

  • React to realistic work scenarios
  • See if our values complement your approach
  • Learn about our purpose and culture

Cognitive Assessment

  • Test your numerical and verbal reasoning skills
  • Uncover logic patterns
  • Complete tutorials and practice questions before beginning

Coding Challenge

  • Solve coding puzzles for technical roles
  • Get real-time feedback from HackerRank
  • Potentially join a technical interview with an interactive environment

For most junior roles

If you鈥檙e a great fit, you鈥檒l receive a link to record your video interview. Be sure to treat it like an in-person interview. Dress smartly, keep eye contact and be concise. You鈥檒l do great.

听

The last part of this process is a series of virtual or in-person interviews. You鈥檒l get the chance to meet your future line manager and potentially some peers or senior leaders. Show us your personality, tell us about your skills and share why you鈥檙e a great match for the position you鈥檇 love. This is your chance to really market yourself, so don鈥檛 be afraid to leave us with a lasting impression.

Check out our checklist for a strong interview.

We won鈥檛 leave you hanging. After the interviews, we鈥檒l reach out as soon as possible. If it鈥檚 good news, we may ask you for some extra info (credit check, referrals, etc.) so we can finish up our screening process.

Learn more about 麻豆社