Lloyds Banking Group is changing. We're responding to rapid transformation of our sector by delivering new ideas & ways of working that will, ultimately, help us become the best bank for customers. As the pace of change accelerates, you can be part of our exciting future where together we'll embrace creative, agile & simple ways of working, making a difference to the ever-changing needs of colleagues, customers & our business.

Reporting to the Senior Manager in the Regulated Investments team the Private Banking Advice Manager is responsible for offering wealth planning advice to local customers and Trust Companies. You will manage existing customer relationships in the Private Banking customer segment as well as offering regulated advice to potential customers where appropriate customer needs have been identified.

You'll lead a designated portfolio of ongoing client relationships and introductions from across the Group, identifying and addressing clients financial and banking needs acting in their best interest at all times.

You'll:

• Typically look after a portfolio of around 100 Private Bank eligible investment and banking clients; and
• Self generate activity and receive new business referrals from within the Group including Expatriate Banking, Islands Retail and UK Retail.

Do you have prior experience in Private Banking or providing Private Customer experience either in the UK or Offshore? Can you demonstrate knowledge of leading a team or business unit where a high degree of customer service and risk oversight have been achieved alongside business growth objectives? If so we would love to hear from you!

As a Private Banking Advice Manager

• You'll develop long-term profitable relationships with identified key segment clients, focusing on the provision of core Private Banking services, including international investment advice, in line with the Group's strategy.
• You'll demonstrate professionalism, integrity and high standards of business ethics, ensuring that the advice provided and the actions taken are aligned with the internal needs of the bank as well as in sync with external regulatory and statutory requirements. You'll ensure your customer's interests are optimised and business risk is minimised.
• You'll nurture the customer relationship with overall responsibility for identifying and meeting customer needs and delivering first class standards of service.
• You'll be responsible for delivering planned performance in customer activity at required standards.
• You'll provide advice and support on financial planning and banking matters, referring to other product specialists where appropriate and optimising all business opportunities in the customer's best interests.
• You'll achieve objectives across all dimensions of the Balanced Scorecard.
• You'll take ownership of ensuring compliance with LBG policy and procedures, as well as all relevant regulatory and statutory requirements.
• You'll work closely with introducers (both internal and external) to maintain good working relationships and ensure high standards of new introductions.
• You'll engage in new customer initiatives and business development opportunities as agreed with Senior Leaders to meet Business Plan objectives.
• You'll maintain levels of professional standing and competence ensuring that all regulated advice is correctly delivered to clients and passes verification controls in delivering a good client outcome.
• Where required, you'll take on deputy responsibilities for the supervision of their specified Regulated Investments team, supporting Senior Leaders and other members of the Regulated Investments Leadership team.
• You'll demonstrate dedication to the Group's Values, behaviours and Codes of Responsibility.

Knowledge and Experience

You should be from a regulated advice background and qualified to level 4 (Diploma) standard and be able to progress to level 6.

• You'll represent a consistent record of meeting and exceeding the expectation of clients.
• You'll possess the ability to actively lead a pool of clients and handle client relationships embracing the Group's value of 'Best Bank for Customers'.
• You'll be qualified to the requirements of the role as set out in the Professional Standards Framework and possess the ability to apply this knowledge within client interactions (minimum currently RDR Level 4).
• You'll demonstrate a proven track record of achieving and exceeding business performance objectives.
• You'll have validated experience of providing advice across the range of licenses held.
• You'll previously have provided quality advice shown by individual performance and a complaints record within acceptable levels.
• You'll be able to articulate partner management skills with introducers, support functions and other necessary support areas.
• You'll possess the ability to run own time to improve productivity

Suggested Performance Measures Include:

• Customer Satisfaction
• Customer Activity
• Successful/Fair Customer Outcomes
• Contribution to Achievement/Improvement of Service Quality Levels.
• Quality and Value of Introductions/New Relationships gained.
• Contribution to the Achievement of Team goals.

If you have a background in Private Banking and Customer Management and this opportunity has piqued your interest, we'd love to hear from you!

As a new colleague, you'll join us on our journey to build a 21st century bank that reflects modern Britain, and craft an inclusive culture where all colleagues feel welcomed and valued.

Together we make it possible.