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Relationship manager (banking)

Providing financial products and services to customers, helping them achieve their business goals.

Warning This apprenticeship is available to new starters until 02 April 2020

Summary of this apprenticeship standard


6 (equivalent to bachelor's degree)

Typical length
48 months
Current funding band
Up to £27,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

Candidates will usually have A levels or other relevant level 3 qualifications. Employers may also consider relevant prior experience.

What apprentices will learn
  • ethical standards
  • product knowledge
  • risk and governance
  • market awareness
  • customer relationships
  • financial analysis
  • other skills related to 1 of the following specialisms: corporate, retail, wealth

Professional qualifications for this apprenticeship depend on the level of experience in the sector and the parts of the bank the apprentice works in. You can find more details in the apprenticeship standard.

Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).

Professional registration

Depending on their specialism, successful apprentices will be able to apply for registration with the following organisations:

  • retail banking: Chartered Banker Institute (CBI), Institute of Financial Services(IoFS)
  • wealth: CBI, IoFS, Chartered Institute of Securities and Investment (CISI), Chartered Insurance Institute (CII)
  • corporate banking: IoFS, Chartered Financial Analyst (CFA) Institute
End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
Chartered Banker Institute 0131 473 7777
DSW Consulting 01302 760 008
NOCN 0300 999 1177
More Information

The Institute for Apprenticeships and Technical Education has more detailed information about this apprenticeship.