Tasks in this program

Intro & Scenario
Meet your team members and learn about your project goals.
Your role
  • You are a relationship banking apprentice at Lloyds, one of the U.K.'s leading banking institutions.
  • You are part of a dedicated team where each member contributes to managing client relationships and providing tailored banking solutions.
  • Your onboarding process includes preparing for a crucial client meeting alongside your team leader, requiring you to analyse financial data and industry reports.
  • As a new apprentice eager to demonstrate your capabilities, you see this as a vital opportunity to apply your analytical skills and learn about client interactions in a banking context.
Your goal
  • Your primary task is to analyse a client's annual accounts, identify strategic insights, and create a detailed report that will support the team in the upcoming client meeting.
  • You will also need to prepare and present recommendations during a simulated client meeting, using your findings to propose tailored banking solutions that align with the client's business objectives.

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