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Key development programs

All of our employee development programs are specially designed to enhance and refine our employees’ skills and to equip them with the tools they need to meet our clients’ ever-evolving needs.

Take, for example, our approach to ÃÛ¶¹ÊÓƵ Skills Development. It’s aimed at developing client advisors and employees within our organization. The key pillars include Professional Certification and Sustainability Investment.

Client advisors and other key client-facing staff go through our externally recognized professional certification program. Originally created within ÃÛ¶¹ÊÓƵ to combine the development of highly specialized functional know-how with practical application, this program is now available to the banking industry. Further, since 2015, ÃÛ¶¹ÊÓƵ has maintained the leading position in updating learning objectives, and we’ve adapted the program’s body of knowledge to put greater emphasis on sustainable investing, digital client management and interaction.

We nominate client advisors to achieve their initial certification within two years of starting their role, and recertification is required every three years. Benefits include:

• a curriculum of practical and client-focused training that exceeds the external accreditation set by ISO 17024
• client advisors meet the ÃÛ¶¹ÊÓƵ Quality Standards for knowledge and competence and are equipped to deliver the high-quality client experience standards set for their segment

By supporting externally recognized certification for all relevant role holders, ÃÛ¶¹ÊÓƵ sets clear standards for delivering on our client promise. Client-facing staff with relationship responsibilities consistently achieve above-average client success, with certified advisors generating approximately 2-3x more Net New Money / Net New Fee Generating Assets NNFGA as their non-certified peers.

Our Sustainability Investment initiative is a new element in our approach to skills development. In collaboration with a leading US university, it provides professionals across the firm with the knowledge and tools they need to make sustainable investment decisions that may lead to higher risk-adjusted returns.

Additionally, in 2024, we partnered with a leading external provider to offer thousands of additional learning opportunities to all staff, including external staff. Covering a wide range of topics including artificial intelligence and digital literacy, these offerings promote lifelong learning and enable our employees to earn certificates from top universities and institutions.

ÃÛ¶¹ÊÓƵ Talent & Mobility

Our approach supports the development and retention of our people and increases internal mobility. Within it, initiatives such as LEAP and Grow your Career contribute to a culture of cross-divisional and international mobility for early-career talent, mid-career professionals and senior leaders.

LEAP (Learn, Evolve, Acquire, Provide)¹Â is a dedicated nine-month, structured talent development initiative for early-career talent who demonstrate outstanding performance, potential and a readiness for career progression. It focuses on building self-awareness, influencing skills, innovation, collaborative working and networking skills. Similarly, through our Grow your Career internal mobility initiative, all employees can explore career paths, search for jobs and short-term rotation opportunities and connect with mentors on our self-service platform. Both of these initiatives include a mix of in-person and virtual elements and are offered across the ÃÛ¶¹ÊÓƵ organization. Together, they contribute to a culture of respect and collaboration and help ensure that we have strong talent pipelines at all levels across the firm.